Penny H. Serrurier

Penny H. Serrurier

Partner
Portland, OR
P: 503.294.9440
Overview

About Penny

For more than twenty years, Penny Serrurier, Portland Office co-Managing Partner, has provided nonprofit organizations with strategic solutions for their most pressing challenges. Recognized by Best Lawyers® for several years as the Oregon “Lawyer of the Year” in Nonprofits/Charities Law, Penny helps clients navigate the complex laws and regulations in all aspects of governance, compliance and tax-related matters. She has substantial experience working with higher education institutions, health care organizations, public charities and private foundations on issues involving fundraising, governance, advocacy, tax status, scholarship compliance, endowment management, and related matters. Penny understands the regulatory and economic challenges that nonprofits face and she works to effectively and efficiently assist clients in achieving their mission.

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Experience

Experience

  • Advise public charities on governance, advocacy, fiduciary compliance, endowment management, scholarship compliance, charitable gift planning, and charitable solicitation matters
  • Advise trade associations and business organizations on governance, unrelated business income tax and membership and compliance issues
  • Advise charities, business associations, and social welfare organizations on lobbying, political activity, and related advocacy matters
  • Advise private foundations and private operating foundations on endowment management, grant-making activities, tax and compliance issues
  • Advise corporate foundations and businesses with corporate giving programs on tax and compliance matters
  • Advise all types of tax-exempt organizations on formation and compliance for joint ventures, parent-subsidiary structures and other matters involving relationships between nonprofit and for-profit entities
  • Advise individuals, and families on private philanthropy strategies and structures
  • Represent Section 501(c) organizations before the Internal Revenue Service and the Oregon Department of Justice
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Honors

Honors & Activities

Professional Honors & Activities

  • Named by Best Lawyers® as Non-Profit/Charities Law “Lawyer of the Year,” Portland, 2012, 2016, 2018 and 2020
  • Included in The Best Lawyers in America© (currently: Nonprofit/Charities Law, Trusts and Estate), 2014-2020
  • Listed in Oregon Super Lawyers® (Estate Planning & Probate, Nonprofit Organizations), 2006-2019
  • Listed in Chambers High Net Worth Guide (Private Wealth Law – Oregon), 2016-2019
  • Adjunct Professor of Law (nonprofit organizations), Lewis & Clark Law School
  • Selected as one of the Top 25 Oregon Women Lawyers, Oregon Super Lawyers®
  • Fellow, American College of Trusts and Estates Counsel (ACTEC)
  • Past Chair, Executive Committee, Estate Planning and Administration Section, Oregon State Bar
  • Member, Estate Planning Council of Portland
  • Member, Northwest Planned Giving Roundtable
  • Member, Business Law, Estate Planning and Administration, and Taxation Sections, Oregon State Bar
  • Member, Taxation Section, American Bar Association
  • Member, Multnomah Bar Association
  • Member, Oregon Women Lawyers

Civic Activities

  • Chair, Board of Trustees, Oregon Museum of Science and Industry
  • Director, Oregon Business Council
  • Marketing Committee, Oregon Community Foundation
  • Planned Giving Committee, Guide Dogs for the Blind
  • Legal and planned giving advisor for various local nonprofits
  • Former Trustee and Board Chair, Oregon Zoo Foundation
  • Former Trustee, Oregon Symphony Foundation
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Insights & Presentations

Insights & Presentations

  • Penny has written numerous articles and given several presentations on topics related to tax-exempt organizations, nonprofit law, charitable gift planning, estate planning, estate tax, and estate and trust administration.
  • “Legal Fundamentals for Scholarship Provider,” NSPA Annual Conference, Oct. 2, 2019



Related News & Publications

PBJ How Oregon Works: Higher education faces challenges ahead - 12/4/2018
Client Deal Spotlight: Organically Grown Company Pioneers Groundbreaking Steward Ownership Structure; Now Majority Owned by The Sustainable Food and Agriculture Perpetual Purpose Trust - 7/9/2018
Provisions Under the New Tax Law that Affect Tax-Exempt Organizations - 3/7/2018
Estate and Gift Planning Under the New Tax Law - 1/11/2018
PBJ Quotes Penny Serrurier on Achieving Greater Diversity at Stoel Rives - 2/8/2017

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