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 been putting her passion for the community to work by providing nonprofit organizations with strategic solutions for their individual needs. 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, endowment management, and related matters. Drawing on her experience serving on nonprofit boards, Penny understands the regulatory and economic challenges that nonprofits face and she works to effectively and efficiently assist clients in achieving their mission.

Expand to Read More + See Less -
Experience

Experience

  • Advise public charities on governance, advocacy, fiduciary compliance, endowment management, charitable gift planning, planned giving 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
Expand to Read More + See Less -
Honors

Honors & Activities

Professional Honors & Activities

  • Named by Best Lawyers® as Non-Profit/Charities Law “Lawyer of the Year,” Portland, 2012, 2016 and 2018
  • Included in The Best Lawyers in America© (currently: Nonprofit/Charities Law, Trusts and Estate), 2014-2019
  • Listed in Oregon Super Lawyers® (Estate Planning & Probate, Nonprofit Organizations), 2006-2018
  • Listed in Chambers High Net Worth Guide (Private Wealth Law - Oregon), 2016-2018
  • 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
  • Planned Giving Committee, Guide Dogs for the Blind
  • Marketing Committee, Oregon Community Foundation
  • Volunteer attorney, North Portland Legal Aid Clinic
  • Legal and planned giving advisor for various local nonprofits
  • Former Trustee and Board Chair, Oregon Zoo Foundation
  • Former Trustee, Oregon Symphony Foundation
Expand to Read More + See Less -
Insights & Presentations

Insights & Presentations

Penny has written numerous articles and given several presentations on topics related to tax-exempt organizations, nonprofit law, estate planning, charitable planning, estate tax, and estate and trust administration.




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

Expand to Read More + See Less -

Related Insights & Events

More Subscribe to our Updates
×
Saved Pages

Use the arrows to arrange content.  Download pages as a .pdf file or share links via email..

{{ item.Title }} {{ item.AttorneyPosition }}, {{ item.AttorneyLocation }} , C. {{ item.AttorneyCell }} , P. {{ item.AttorneyPhone }} , F. {{ item.AttorneyFax }} {{ item.TypeText }} Remove ↑ ↓
You have no pages saved
Share this List Download as PDF Remove All
Share Cancel 
            {{ state | json }}
×
Disclaimer

Before proceeding, please note:  Information found on www.stoel.com is for general informational purposes only and should not be construed as legal advice nor a solicitation of legal business. No attorney-client relationship attaches as a result of any exchange of information, including emails that are sent to the Firm. Please do not send us confidential information or sensitive materials. Unsolicited information that you send to us will not be regarded as confidential unless we have agreed to represent you.  If you send this email, you confirm that you have read and understand this notice.

OK Cancel