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Legacy Society

Houston Symphony Legacy Society

For nearly a century, the Houston Symphony has inspired and enriched the lives of Houstonians and been a source of pride for our city. Preserving and building upon the accomplishments of our orchestra is the mission of the Legacy Society, whose members have made provisions for the Symphony in their estate plans.

The Legacy Society was co-founded in 1996 by two visionary board members- Stewart Orton and Walter W. Sapp. They understood how critical a strong endowment is to the stability and growth of our orchestra and that one of the most effective ways to build the Houston Symphony Endowment is through planned giving. Planned or deferred gifts can also potentially provide donors with a variety of tax and estate benefits to meet individual needs. Examples of these types of gifts are naming the Houston Symphony as a beneficiary in a will, qualified retirement plan, or life insurance policy. More complex gifts include establishing a charitable remainder trust or charitable lead trust.

A planned charitable gift to the Houston Symphony is an investment in our orchestra and a gift to future generations. The benefits of membership in the Legacy Society include public recognition (if desired), invitation to an exclusive appreciation event and admission to the Houston Symphony's Patron Lounge. 

For more information on creating a legacy gift, please contact Patrick T. Quinn, Director, Planned Giving, at 713-337-8532 or

When making a legacy gift to benefit the Houston Symphony please use the following legal name and address:
Houston Symphony Endowment, 615 Louisiana Street, Suite 102, Houston, Texas 77002



The Houston Symphony would like to extend its deepest thanks to the members of the Legacy Society-and with their permission, we are pleased to acknowledge them below.

Mr. & Mrs. Jeffrey B. Aron
Daniel B. Barnum
George & Betty Bashen
Dorothy B. Black
Ermy Borlenghi Bonfield
Zu Broadwater
Joan K. Bruchas & H. Philip Cowdin
Mr. Christopher & Mrs. Erin Brunner
Eugene R. Bruns
Sylvia J. Carroll
Dr. Robert N. Chanon
William J. Clayton & Margaret A. Hughes
Mr. & Mrs. Byron Cooley
The Honorable and Mrs. William Crassas
Patricia Cunningham
Dr. Lida S. Dahm
Leslie Barry Davidson
Judge & Mrs. Harold DeMoss Jr.
Ginny Garrett
Lila-Gene George
Mauro H. Gimenez & Connie A. Coulomb
Randolph Lee Groninger
Mr. & Mrs. Jerry L. Hamaker
Mrs. Gloria Herman
Marilyn & Robert M. Hermance
Tim Hogan & Elaine Anthony
Dr. Gary L. Hollingsworth
Dr. Edward J. & Mrs. Patti Hurwitz
Dr. Kenneth Hyde
Brian & Catherine James
Dr. & Mrs. Ira Kaufman, M.D.
John S. W. Kellett
Ann Kennedy & Geoffrey Walker
Dr. James & Betty Key
Dr. & Mrs. I. Ray Kirk
Mrs. Frances E. Leland
Mrs. Lucy Lewis
E.W. Long Jr.
Sandra Magers
Mr. & Mrs. Rodney H. Margolis
Jay & Shirley Marks
James G. Matthews
Dr. & Mrs. Malcolm L. Mazow
Charles E. McKerley
Mr. & Mrs. Alexander K. McLanahan
Dr. Tracey Samuels & Mr. Robert McNamara
Mr. & Mrs. D. Bradley McWilliams
Catherine Jane Merchant
Dr. Georgette M. Michko
Katherine Taylor Mize
Richard & Juliet Moynihan
Gretchen Ann Myers
Patience Myers
John Neighbors in memory of Jean Marie Neighbors
Mr. & Mrs. Richard C. Nelson
Bobbie Newman
John & Leslie Niemand
Dave G. Nussmann
John Onstott
Macky Osorio
Edward C. Osterberg Jr.
Imogen “Immy” Papadopoulos
Christine & Red Pastorek
Sara M. Peterson
Darla Powell Phillips
Geraldine Smith Priest
Dana Puddy
Patrick T. Quinn
Lila Rauch
Ed & Janet Rinehart
Floyd W. Robinson
Evie Ronald
Walter Ross
Dr. & Mrs. Kazuo Shimada
Lisa & Jerry Simon
Tad & Suzanne Smith
Sherry Snyder
Marie Speziale
Emily H. & David K. Terry
Stephen G. Tipps
Steve Tostengard in memory of Ardyce Tostengard
Dr. Carlos Vallbona & Children
Jana Vander Lee
Bill & Agnete Vaughan
Dean B. Walker
Stephen & Kristine Wallace
David M. Wax* & Elaine Arden Cali
Geoffrey Westergaard
Nancy B. Willerson
Jennifer R. Wittman
Daisy S. Wong / JCorp
Lorraine & Ed Wulfe
David & Tara Wuthrich
Katherine Yzaguirre
Edith & Robert Zinn
Anonymous (6)



Dr. & Mrs. George J. Abdo
Pricilla R. Angly
Janice H. Barrow
James Barton
Paul Basinski
Dr. Joan Hacken Bitar
Joe Brazzatti
Terry Ann Brown
Drs. Dennis & Susan Carlyle
Janet F. Clark
Mr. William E. Colburn
Harrison R.T. Davis
Jean & Jack* Ellis
The Aubrey & Sylvia Farb Family
Eugene Fong
Michael B. George
Stephen & Mariglyn Glenn
Evan B. Glick
Jo A. & Billie Joe Graves
Dr. Rita Justice
Mr. & Mrs. U. J. LeGrange
Ms. Nancey G. Lobb
Joella & Steven P. Mach
Bill and Karinne McCullough
Betty & Gene McDavid
Dr. & Mrs. Robert M. Mihalo
Ron Mikita & Rex Spikes
Ione Moran
Sidney Moran
Sue A. Morrison & Children in memory of Walter J. Morrison
Robert A. Peiser
Gloria G. Pryzant
Mr. Clive Runnells in memory of Nancy Morgan Runnells
Mr. Charles K. Sanders
Donna Scott
Charles & Andrea Seay
Mr. & Mrs. James A. Shaffer
Michael J. Shawiak
Jule* & Albert Smith
Mr. & Mrs. Louis J. Snyder
Mike & Anita* Stude
Mr. & Mrs. Jesse B. Tutor
Elba L. Villarreal
Margaret Waisman, M.D. & Steven S. Callahan, Ph.D.
Mr. & Mrs. Fredric A. Weber
Robert G. Weiner
Vicki West, in honor of Hans Graf
Susan Gail Wood
Jo Dee Wright
Ellen A. Yarrell
Anonymous (2)

In Memoriam

Mr. Thomas D. Barrow
George Bashen
W.P. Beard
Ronald C. Borschow
Mrs. H. Raymond Brannon
Anthony Brigandi
Lawrence E. Carlton, M.D.
Mrs. Albert V. Caselli
Lee Allen Clark
Jack Ellis
Mrs. Robin A. Elverson
Frank R. Eyler
Dr. & Mrs. Larry L. Fedder
Helen Bess Fariss Foster
Christine E. George
Mr. & Mrs. Keith E. Gott
John Welsey Graham
Dorothy Grieves
Mrs. Marcella Levine Harris
General & Mrs. Maurice Hirsch
Miss Ima Hogg
Burke & Octavia Holman
David L. Hyde
Dr. Blair Justice
Dr. Mary R. Lewis
Mrs. L. F. McCollum
Mr. & Mrs. Charles E. McKerley
Doretha Melvin
Monroe L. Mendelsohn Jr.
Mrs. Janet Moynihan
Terrence Murphree
Arthur Newman
Constantine S. Nicandros
Hanni Orton
Stewart Orton, Legacy Society co-founder
Dr. Michael Papadopoulos
Miss Louise Pearl Perkins
Mary Anne H. Phillips
Mr. Howard Pieper
Walter W. Sapp, Legacy Society co-founder
J. Fred & Alma Laws Lunsford Schultz
Ms. Jean R. Sides
Blanche Stastny
John K. & Fanny W. Stone
Dorothy Barton Thomas
Mrs. Harry C. Wiess
Mrs. Edward Wilkerson

As of March 14, 2017

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A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

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

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I give, devise and bequeath to the Houston Symphony Endowment, a nonprofit corporation of the State of Texas, located at 615 Louisiana Street, Suite 102, Houston, Texas, 77002 the sum of $_______ or ____% from my estate."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the 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 Endowment or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Endowment as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Endowment as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Endowment where you agree to make a gift to the Endowment 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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