For Professional Advisors
Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of the New York Philharmonic’s planned giving office is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.
Our staff is familiar with the broad range of gift opportunities available at the Philharmonic, gift acceptance policies which include gifts such as gifts of cash or stocks, and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to make a difference in the lives that follow.
We invite advisors to contact us when they have questions regarding charitable gifts to the Philharmonic or when clients need assistance to explore the charitable legacy that would be most meaningful to them.
Special events for advisors
The Philharmonic shares special events and information for professional advisors throughout the year. To receive this information, please complete this brief form and write Professional Advisor in the comments box.
Resources that may be helpful
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