UVA Clubs: Philanthropic Planning - Maximizing Impact & Articulating Values

UVA Clubs invited alumni, friends, and families to learn about "Philanthropic Planning: Maximizing Impact & Articulating Values".

We heard from Adrienne Penta (LAW '03), Karin Prangley (LAW '03), and Nicole Jackson (LAW '13), all of Brown Brothers Harriman, as they discussed the why, what, and how of charitable giving. The philanthropic journey begins with families discovering, articulating, and communicating a mission and set of objectives to guide their philanthropy. The next step is to determine the right assets to give and which charitable vehicles to use to ensure the best impact for you and your charitable recipients, including how proposed tax law changes might impact your giving decisions in 2021 and beyond.

If you would like a copy of the presentation slides, please email a request to the Office of Gift Planning at gsd8n@virginia.edu.

About the speakers:

• Adrienne Penta (LAW '03) is the Executive Director of the BBH Center for Women & Wealth (CW&W) and oversees BBH’s Private Banking Marketing and Sales Enablement. She has substantial expertise in values-based planning and regularly assists individuals and families in making decisions about wealth to align with their values and objectives. Prior to joining BBH, Adrienne practiced at the law firm of Choate, Hall & Stewart in Boston. Adrienne serves on several boards, including New America’s Better Life Lab Advisory Council, Women’s Philanthropy Institute at the Lilly School of Philanthropy Advisory Board, the Massachusetts Women’s Forum Board of Directors, the Winsor School Board of Trustees, and the Boys and Girls Club of Boston (BGCB) Board of Trustees. She is a past chair of the Boston Foundation Professional Advisors Committee. Adrienne speaks and writes on a variety of issues related to women and wealth, wealth planning, and family communication about wealth and values. Adrienne is a graduate of Johns Hopkins University, where she was elected to Phi Beta Kappa, and received her J.D. from the University of Virginia School of Law, where she was the executive editor of the Virginia Tax Review.
• Karin Prangley (LAW '03) is Senior Wealth Planner in BBH’s Chicago Private Banking office. She has spent her entire career advising successful individuals and business owners on the preservation of wealth. Karin’s particular expertise ranges from saving income and estate taxes on the sale of a business, to assisting clients with the achievement of their philanthropic goals, to preparing the next generation to inherit liquid wealth or a going-concern family business, to coordinating the legal and tax structure of her clients’ assets. Prior to joining the firm in 2014, Karin was a partner in private legal practice at the estate planning and administration group of Krasnow Saunders LLP and an associate in the trusts and estates groups of Arnold & Porter LLP and Winston & Strawn LLP. Karin is a fellow of the American College of Trust and Estate Counsel (ACTEC). She received a B.A. (summa cum laude) from Mount St. Mary’s University and a J.D. from the University of Virginia School of Law, where she was elected to the Order of the Coif and was published in the Virginia Tax Review.
• Nicole Jackson (LAW '13) is a BBH wealth planner and provides guidance to individuals and families throughout all aspects of their estate planning, including generational transfer of family wealth, tax minimization strategies, business succession, philanthropy, and engagement of the next generation. Nicole is also involved in many of the firm’s initiatives surrounding diversity, equity and inclusion, and mentoring. Prior to joining the firm in 2018, Nicole practiced at the law firm of Choate, Hall & Stewart LLP in Boston. Nicole serves on the board of Veterans Legal Services and is a member of the Boston Foundation’s Professional Advisors Network and the Dimock Center President’s Council. Nicole is an active member of the Boston Estate Planning Council and is a 21/64 Certified Advisor. She is a graduate of Northeastern University, where she graduated summa cum laude, and received her J.D. from the University of Virginia School of Law, where she was a member of the Editorial Board of the Virginia Tax Review and participated in the Family Mediation Clinic.

In partnership with University Advancement's Office of Gift Planning and University Advancement’s Office of Engagement.

If you have any questions, please contact us at uvaclubs@virginia.edu.