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Planned Giving

Thank you for considering a gift to the San Diego Symphony Orchestra

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The Planned Giving program at the San Diego Symphony provides any individual with the opportunity to make a meaningful gift to the San Diego Symphony Orchestra Association or to the San Diego Symphony Foundation endowment through a will, trust, or life-income arrangement that will ensure that the Symphony’s mission of Changing Lives through Music continues for generations to come. There are outstanding benefits available to donors that make a planned gift including reducing a tax burden, protecting assets, and providing life income for the donor and/or their heirs.



How to Leave a Planned Gift

  • Designate a simple Bequest in your Will or Trust
  • Create a Charitable Remainder Annuity Trust, Charitable Remainder Unitrust or Charitable Lead Trust to protect your assets and provide income for you and/or your heirs
  • Name the Symphony as a beneficiary of your IRA or Retirement Plan, Life Insurance, or a Charitable Gift Annuity
  • Contribute appreciated real estate or stocks


How to Begin?

  • Contact Tania Batson, Director of Advancement, Planned Giving and Major Gifts at 619.615.3908 or for additional information on how your Legacy Gift will impact the The San Diego Symphony and support our mission of Changing Lives through Music.
  • Seek the advice of your estate planner, attorney or tax advisor to ensure your philanthropic and estate goals are met.
  • Identify the Symphony in your estate plans using the legal name and address of the San Diego Symphony Orchestra Association for operating support or the San Diego Symphony Foundation to support the endowment:
    • The San Diego Symphony Orchestra Association, 1245 Seventh Avenue, San Diego, CA 92101, federal tax ID number 95-2040874.
    • The San Diego Symphony Foundation, 1245 Seventh Avenue, San Diego, CA 92101, federal tax ID number 14-1858753.
  • Share with the Symphony that you have included us in your estate plans so that we may recognize you as a member of our Legacy Society. By providing the Symphony with documentation of an irrevocable gift, you will be eligible for a larger set of tangible benefits and recognition.


Woman with Child watching Violin Player

Legacy Society

Membership Benefits

Invitation to annual Legacy Society event

Recognition in Performances Magazine

Invitations to special events


Legacy Society members have made a commitment to the future of the San Diego Symphony through a planned or estate gift. Members of the Legacy Society build upon the gifts of the past to secure a firm foundation for the future of the San Diego Symphony. Planned Giving reflects a trust in our organization ensuring that our mission of Changing Lives through Music remains vital in our community for generations.


The information on this website is not intended as legal or tax advice.
For such advice, please consult an attorney or tax advisor.

Why I Give

San Diego Symphony Legacy Society members Lyn Small and Miguel Ikeda strongly believe in the power of live orchestral music. Partners in life for 45 years, they recently decided to make a generous commitment to the San Diego Symphony through their estate planning. “It is important to us that the Symphony remain vibrant for future generations to enjoy,” said Lyn, adding that they want their legacy to help ensure that the marvelous musical experiences they have enjoyed in Copley Symphony Hall at the Jacobs Music Center will continue.

Both Lyn and Mike grew up in families from humble beginnings. Lyn was raised an hour west of Albuquerque, New Mexico, and graduated in a high school class of 35 students. He went on to a career as a middle school educator. Miguel, Tetsuro to his Japanese parents,  was born in Mexico where he helped the family by shinning shoes and selling Chiclets, moved to Los Angeles at 14  where he would later attend  Cal State LA  and after graduating became a clinical laboratory scientist. "We both feel very fortunate to have had the opportunities we have had and believe that it is important to share our success by supporting  the causes we believe in," added Miguel.

“Hearing the Symphony in this beautiful hall, we marvel at how everything comes together; the composer’s music, the conductor’s direction, the musicians’ artistry all creating an incredible experience for everyone” said Lyn. Miguel and Lyn’s commitment to the Symphony’s mission of Changing Lives through Music is evidenced through their Legacy Gift that will impact future audiences for generations. By setting up a Charitable Remainder Trust, Lyn and Mike will not only receive lifetime income and tax benefits but will also provide a generous Legacy Gift for the Symphony. We celebrate their spirit of philanthropy to secure great Symphonic music into the future.

Lyn Small and Miguel Ikeda

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