Julia Chu is a Director in the Wealth Planning Group based in New York. She is a wealth strategist and Head of Philanthropy for PBUSA.
Julia leads Philanthropic Services in three areas: first, by planning the optimal combination of charitable vehicles for each client according to specific goal and assets, second, by conveying best practices and thought leadership to maximize the impact of our client’s philanthropy, and third, by integrating the family in creating a philanthropic legacy that spans multiple generations.
She previously served at the National Endowment for the Arts’ Literature Program, and in the Foundation Relations and Planned Giving offices of the New York University School of Law and the Fashion Institute of Technology. During this time, Julia authored the institution’s gift acceptance policy, and guided the institutions on matters related to its tax-exempt status. In addition, she secured the anchor grant for an international educational center.
Julia has also co-authored a checklist of best practices for charities while serving on the NYC Bar committee on Non-Profit Organizations. In addition, Julia chaired a panel on Successful Art Succession: Estate Planning and Practical Issues for Collectors at the NYC Bar and authored the corresponding outline for continuing legal education. Julia also serves as Guest Lecturer in the field of tax law at NYU’s George H. Heyman, Jr., Center for Philanthropy and Fundraising (Ethics, Law and Board Governance in Philanthropic Organizations). In addition, as an advisor to the non-profit organization Echoing Green, Julia has evaluated social entrepreneurship applications for its fellowship program.
She currently serves on the New York City Bar Committee on Art Law and on the audit and development committees of the Brooklyn Arts Council board of directors. Julia received her LL.M. in Taxation from NYU School of Law, J.D. from Boston University and B.A. from Cornell University.
Publications include: Managing CLAT Investments, Trusts & Estates Magazine, January 2011 and Negotiating Pledges and Restricted Gifts, Trusts & Estates Magazine, October 2011.