Compose Your Legacy. Sustain Your Orchestra.

Legacy giving provides essential support for the New York Philharmonic to thrive for generations to come. By including the Philharmonic in your estate plans, you can minimize the tax burdens for your loved ones while empowering our excellence on stage and in the community. Legacy gifts have uplifted our work and mission for over a century; a generous bequest from Joseph Pulitzer established our endowment in 1913.

Thompson & Associates

The Philharmonic has partnered with Thompson & Associates, a national estate planning firm, to help our supporters create a legacy plan that meets their personal and philanthropic goals. All consultations come with no costs or obligations to you.

Heritage Society

The Heritage Society recognizes individuals who have included the Philharmonic in their charitable estate plans. Membership is offered to those who have notified the Philharmonic of their intentions. Members of the Heritage Society are recognized in Playbill, our Annual Report, and online. Additional benefits include:

  • Invitation to the annual Heritage Society Tea with Philharmonic musicians;
  • Invitation for two to attend select Donor Rehearsals;
  • Invitation for two to attend Coffee & Conversation, an interview series with Philharmonic musicians and leaders


View Supporters



Ways to Give

There are many ways to support your Orchestra with a gift that costs nothing during your lifetime! We would be thrilled to provide more information on how you can reduce estate taxes for your loved ones while empowering our work for years to come; general options include:

  • Bequests
    Reduce the tax burden on your loved ones by including the Philharmonic in a provision of your will. You may include a specific dollar amount or a percent of your estate.
  • Life Insurance Beneficiary
    Designate the Philharmonic as a beneficiary of your policy through a beneficiary designation form.
  • Retirement Plans
    Add the Philharmonic as a beneficiary on your qualified retirement plan. Most 401(k), IRA, and 403(b) plans are accepted. Depending on your age, you may also make IRA charitable distributions during your lifetime.
  • Living Trusts
    Retain control of your assets throughout your lifetime and name the Philharmonic as a beneficiary.
  • Charitable Remainder Trusts
    Through an irrevocable contribution of cash, securities, or other property, you may receive tax benefits and income during your lifetime or for a designated beneficiary.
  • Real Estate or Tangible Assets
    Make an outright gift of real estate or other tangible assets.

Tax Information:
Legal Name: Philharmonic-Symphony Society of New York, Inc.
Federal Tax ID Number (EIN): 13-1664054
The Office of Planned Giving
New York Philharmonic
David Geffen Hall
10 Lincoln Center Plaza
New York, NY 10023

Contact Us

To learn more, please contact:

Derek K. Lance
Director, Major Gifts and Planned Giving
(212) 875-5753
lanced@nyphil.org

Laura Yoo
Associate Director, Major Gifts and Planned Giving
(212) 671-4781
yool@nyphil.org


Disclaimer
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any example are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact an individual’s tax responsibility.

A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY, 10005. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com.