Region Area

Lawyers

Alana Petraske

Withers Bergman LLP, United States

Work Department

Charities and Philanthropy

Position

Partner

Career

Alana advises both charities and their donors on a wide range of legal, fiscal, and regulatory issues. Her practice focuses on tax-efficient giving by corporate and individual donors, including advising on the structuring of philanthropic giving vehicles, the terms of direct funding, venture philanthropy, social investment and a range of operational matters. Alana was selected by the Society of Trusts and Estates Practitioners as the People's Choice - Trusted Advisor of the Year at the 2019/20 Private Client Awards.

Alana also focuses on international issues facing both donors and charities, including cross-border giving and fundraising, tax and fiduciary issues connected to overseas operations, UK regulation and recognition of foreign organisations, and the establishment of ‘dual qualified' charity structures which enable tax-efficient giving in the US and the UK.

In addition, Alana has experience advising trustees, companies, royal charter bodies, CICs, and associations on a variety of operational matters including: fundraising, sponsorship and trading, constitutional reorganisations, campaigning and elections, and social enterprise.

Memberships

Immediate past secretary, Charity Law Association

Executive Committee, Charity Law Association

CLA Standing Committee on Taxation

Steering Committee, STEP Philanthropy Advisors Global SIG

Board of Trustees, Philanthropy Impact

Advisory body, Charity Tax Commission

Charity Tax Group

International Bar Association

STEP Charities SIG

STEP Family business SIG

Education

Cleveland Institute of Music, Bachelor of Music, Master of Music

Cardiff University, Master of Arts

Oxford Institute of Legal Practice, Oxford, UK, Postgraduate Diploma in Legal Practice

University of the West of England, Bristol, UK, Graduate Diploma in Law

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