Skip to main content

Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Explore tax-smart gift options

Learn about gifts that maximize the impact of your support while providing tax benefits for you!

Stocks and securities

Donating stock or mutual funds may help you avoid paying capital gains taxes.

Learn more

Donor Advised Funds

Easily recommend grants to Philharmonic Society of Orange County for tax-efficient giving.

Learn more

Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

Learn more

Believe in the power of music to transform lives

For over 70 years, the Philharmonic Society has inspired a lifetime of engagement with great music—whether it’s bringing the world’s finest musicians to Orange County or introducing generations of school children to music. Leave a gift that will inspire generations to come and ensure a legacy of great music lives on!

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Halim Kim

Title :Senior Director of Development

Phone: 949-533-2422 ext. 233

Email: development@philharmonicsociety.org

Already included us in your estate plan? Let us know

Please enter your first name.
Please enter your last name.
Please enter your email address.
Please select an inquiry.
Please enter a message.

More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

Learn more

Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

Learn more