Legacy Giving

Join the Encore Society

Make great music your lasting legacy through planned giving. We can help you structure a gift that reflects your personal goals and philanthropic vision.

Make Great Music Your Lasting Legacy

Have you ever felt moved during a concert and wanted it to never end? Do you hope your children, grandchildren, friends, and neighbors will enjoy exposure to cultural opportunities? Do you believe in the power of art enhancing our community? Would you like to give toward something powerful, but don’t know where to start?

Planned giving empowers your support for Sarasota Orchestra without affecting your current lifestyle or your family’s security. We can help you structure a gift that accomplishes your personal goals and realizes your vision of legacy support for Sarasota Orchestra into the future.

When you make a gift through your estate, either now or at the end of your life, you provide Sarasota Orchestra with invaluable support. In addition, you or your heirs may receive various financial advantages, including significant tax benefits.

When you make a legacy commitment of any size, we welcome you into our Encore Society.

Sarasota Orchestra Principal Cello Natalie Helm plays alongside an SYO student
 Over the course of 25 years I have enjoyed personal interactions with Orchestra musicians and staff, coming to know them as persons with families and lives, as well as being accomplished professionals. These connections enhance my concert experience as I'm able to identify musicians on stage, especially when they play a solo passage. As well, their expressions of gratitude toward their patrons makes me feel that I am indeed a part of the Orchestra Family. Such a connection would never have been available to me in the big city orchestra where I formerly lived.  

Ready to learn more? Reach out to Jocelyn Udell, Senior Director of Donor Engagement for Leadership Giving, at 941-487-2716 or via email at judell@sarasotaorchestra.org.

Gifts for the Future

Future gifts let you retain the assets you need during your lifetime and allow you to give generously at a later time:

  • Remember the Orchestra in your will or living trust.
  • Designate the Orchestra as a beneficiary of your IRA, 401K, bank or investment account, donor-advised fund, or other asset.
  • Make a gift of life insurance.

Gifts Offering Tax Benefits Now and Lifetime Income

Create a charitable remainder trust: Your irrevocable trust will make payments to you or other beneficiaries for your lifetime or a specified term, after which the Orchestra receives the remainder.

Gifts of Property

Donate real estate: a vacation home, commercial property, or undeveloped land. Your property can fund a charitable trust to benefit the Orchestra. You may even donate your home and continue to live there for the rest of your lifetime.

Gifts of Stock

Make a gift of appreciated stock or other assets, which can minimize capital gains and/or income taxes for you.

Information about Donating Stock

Gifts to the Annual Fund or Orchestra Endowment

Sarasota Orchestra gratefully accepts contributions to its endowment, the income from which assures the Orchestra's sound financial future. Endowment opportunities include support for musician's chairs, concerts, guest artists and conductors, our award-winning education programs, and the Sarasota Music Festival.

Special Gifts

Special gifts can support Sarasota Orchestra's current artistic and programmatic endeavors, educational undertakings, and other projects. Donors who are interested in supporting specific projects are encouraged to inquire into current funding needs.

Recognition of Legacy Giving

  • Invitation to a Fall Encore Recognition Luncheon with a Sarasota Orchestra Musician
  • Invitation to a Spring Encore Recognition Luncheon with a recital from one of our resident ensembles
  • Invitations to Open Rehearsals
  • Recognition in the Encore Society section of the Masterworks program book


To learn more about legacy gifts or to confirm your eligibility to join our Encore Society, please reach out to Jocelyn Udell, Senior Director of Donor Engagement for Leadership Giving, at 941-487-2716 or via email at judell@sarasotaorchestra.org.

Thank you for your support of Sarasota Orchestra! Sarasota Orchestra is a registered 501(c)(3) nonprofit organization. Tax ID# 59-2603081.


Box Office: 941-953-3434
Administration: 941-953-4252


Monday – Friday, 10:00 am – 4:00 pm
And at the concert venue one hour prior to showtime.

Our Mission

Our mission is to engage, educate, and enrich our community through high-quality, live musical experiences.


Sarasota Orchestra is committed to making our performances and facilities accessible to everyone in our community.

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All of the Orchestra’s facilities are accessible to persons using wheelchairs.

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Assistive listening devices are available for all Orchestra performances.

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