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Retirement plan assets are a great way to support the work at the LA Phil because they not only help support the mission, but they also can provide tax relief for your loved ones.


Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to the LA Phil to support our work. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in the following ways:

Name us a beneficiary of your plan. This requires you to update your beneficiary designation form through your plan administrator. Here you can designate the LA Phil as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your plan only if your primary beneficiary doesn't survive you.

With the IRA Charitable Rollover, if you are 70½ years old or older, you can take advantage of a simple way to help those we serve and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as the LA Phil without having to pay income taxes on the money.



See How It Works

See How It Works

Next Steps

  1. Contact Susan Erburu Reardon at (213) 972-3541 / or Kimberley Valentine at (213) 972-7270 / or Rich Watkins at (213) 972-7540 / for additional information.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the LA Phil in your plans, please use our legal name and federal tax ID.

Legal Name: Los Angeles Philharmonic Association
Address: 151 S. Grand Avenue, Los Angeles, CA 90012
Federal Tax ID Number: 95-1696734

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A charitable bequest is one or two sentences in your will or living trust that leave to the LA Phil a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.


"I give to the LA Phil, a nonprofit corporation currently located at 151 S. Grand Avenue, Los Angeles, CA 90012, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled


cannot be changed or cancelled




the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.


a written and properly witnessed legal change to a will


A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the LA Phil or other charities. You cannot direct the gifts.










A charitable gift annuity involves a simple contract between you and the LA Phil where you agree to make a gift to the LA Phil and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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