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Make an impact while planning for your future

Make your will for free

We also offer the ability to create a free Revocable Living Trust

Everybody needs a will

Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.

Through a will, supporters can choose to leave a part of their estate to the Philharmonic Society of Orange County and leave a legacy of music for generations to come.

Why give in your will?

Continue to use assets or property during your lifetime
Potentially reduce your estate tax burden
Leave a lasting legacy to Philharmonic Society of Orange County

Common gifted assets in wills and trusts

  • Financial accounts
  • Real estate
  • Vehicles
  • Brokerage accounts
  • Crypto and NFTs
  • Personal property

Make your will online – for free!

The Philharmonic Society of Orange County has partnered with FreeWill to offer an online estate planning tool that makes it easy and cost-free to make your plan. In as little as 20 minutes, you can help support our mission for future generations.

We also offer the ability to create a free Revocable Living Trust


Popular resources

Stock Transfer Form

A form containing information needed to initiate a transfer of stock. The form can be provided to the Philharmonic Society to notify them of the transfer of stock.

Download

Estate planning checklist

Ten important documents to get your affairs in order.

Download

Sample bequest language for your will or trust

This language may help you and your attorney as you consider a gift that will meet your financial and personal goals.

Download

Sample codicil

When it’s time to update your will, you can use a codicil—an addition or supplement that explains or modifies your existing will.

Download

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!

Frequently Asked Questions

The Philharmonic Society of Orange County does not accept gifts of real estate – including timeshares or land – vehicles, or cryptocurrency.

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.

We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).

Yes. You are always free to revise or update your estate plans.

Yes! FreeWill will never share your personal information without your permission.

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

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More ways to make an impact

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

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.

Learn more