Planned Gifts

Edith S. Bouriez, Honorary Board member and Heritage Society member, welcomes fellow Heritage Society members to the 2004 post-concert luncheon.

Those who are most devoted to symphonic music and to the New York Philharmonic can help guarantee the future of both - through bequests, trusts, and other planned gifts.

The extraordinary contributors who do so are enrolled in the Heritage Society, a membership program designed to recognize and thank them for their generosity and their vision.

Benefits of Heritage Society Membership

• Acknowledgement by listing members' names in PLAYBILL and the Annual Report
• Invitations to the annual Heritage Society Day
• A lapel pin, the logo of the Heritage Society
• Invitations to prestigious Philharmonic events

Ways of Making a Planned Gift
The Office of Planned Gifts can help you create a gift plan that will best express your desire to benefit the New York Philharmonic and at the same time help you fulfill your personal financial goals. A properly designed gift can complement your own goals:

• Provide lifetime income
• Convert low-yielding assets into a higher income stream
• Reduce or eliminate taxes on capital gains
• Generate a substantial federal income tax deduction
• Eliminate or reduce federal estate taxes

You can make a planned gift to the New York Philharmonic in the following ways:

• A Bequest (Read a donor's testimonial.)
• A gift that pays you lifetime income
  • Philharmonic Pooled Income Fund
    
  • Charitable Remainder Trust (Read a donor's testimonial.)
    
  • Revocable Inter Vivos Trust (Living Trust) (Read a donor's testimonial.)
• A gift that pays the New York Philharmonic income for a specified number of years (lead trust)
• A gift of life insurance
• A gift of retirement plan benefits (Read a donor's testimonial.)
• A gift of residence or other real estate

Get in Touch
There are many ways to enroll as a member of the Heritage Society. Please contact us to request information or an individualized calculation, including an estimate of your potential tax deduction. All inquiries are confidential and there is no obligation.

Contact:
Marilyn J. Liebowitz
Director of Major and Planned Gifts
New York Philharmonic
10 Lincoln Center Plaza
New York, NY 10023
Tel: (212) 875-5696
Fax: (212) 875-5716
E-mail: liebowitzm@nyphil.org