The Office of Gift Planning specializes in charitable gift planning for estates, charitable trusts and annuities and other complex current and future gift plans.
Jeremy D. Arkin
Assistant Vice President of Gift Planning
Jeremy works with donors and their advisors to explore gift strategies with complex tax and legal implications. He first came to Duke as Director of Endowment Administration. Prior to that, he was Vice President of Philanthropic Services at the Community Foundation for Greater Atlanta and a corporate lawyer at Troutman Sanders, LLP, in Atlanta. Jeremy received his law degree from UNC and his undergraduate degree from Haverford College. Jeremy is an active volunteer in the Durham community and grew up in nearby Greensboro, North Carolina.
Phillip H. Buchanan
Senior Philanthropic Counsel for Duke University
Phil was named Senior Philanthropic Counsel for Duke University on July 1, 2016, after serving as the Assistant Vice President for Gift Planning since 2008. He joined Duke in January 2002 as the Director of Planned Giving. Phil also has served as President of Duke University Philanthropies, Inc. since 2006 and formerly as Vice President from 2004-2006. He is an attorney and his primary focus at Duke involves helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal, or financial planning. Phil’s work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate, closely held companies, partnerships, IRD assets, and other complex gift arrangements.
Sarah K. Fish '82
Senior Director of Gift Planning Relations
Sarah was born and raised in Greensboro, North Carolina. She is a third generation Duke graduate and is responsible for handling the day-to-day administration of Duke's trust and gift annuity accounts. Sarah also manages estates in probate and is available to help donors developing new gift plans. Sarah has worked in the Office of Gift Planning at Duke since 1995. Prior to joining the staff, she was employed as a trust officer at North Carolina Trust Company. Sarah enjoys attending Duke football and basketball games, and she is an active volunteer in the Durham community.
Anne Morrison Bradley
Associate Director and Philanthropic Advisor
Anne first came to Duke University as an Advancement Officer with the Major Gifts and Special Initiatives team before joining the Office of Gift Planning in 2013. Prior to Duke, she was the Development Manager at the Detroit Zoological Society.
Her primary focus at Duke involves helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal or financial planning. Anne’s work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate and other complex gift arrangements.
She earned her undergraduate degree from the University of Notre Dame and has worked exclusively at nonprofits throughout her career.
Anne Sherman '94
Associate Director and Philanthropic Advisor
Anne works with donors who are interested in making a charitable gift to Duke, and helps them navigate any tax or legal implications associated with the gifts. Prior to joining the gift planning team, Anne served as the Assistant Dean of Academic Advising at Duke Law as part of the Law School’s Offices of Academic and Student Affairs, and also worked in the Law School’s Career and Professional Development Office.
Earlier in her career, Anne worked for the college fund at The University of Chicago and practiced employee benefits law at firms in Chicago and Raleigh. Anne received her law degree from the University of Chicago Law School, graduating with honors, and her undergraduate degree from Duke. Anne and her family enjoy Duke Athletics events, and she actively volunteers in the Durham community.
Nan works with alumni and friends of Duke to explore tax-efficient ways to support key priorities of the university through retirement and estate planning. A North Carolina native and third-generation Duke graduate, Nan joined the Office of Gift Planning after completing a two-year clerkship in the chambers of Chief Judge Linda McGee at the North Carolina Court of Appeals. She previously worked as a staff attorney at a non-profit in Washington, D.C., focusing on First Amendment church-state issues.
Nan received her law degree from the University of North Carolina and her undergraduate degree from Duke, with majors in history and religion and a certificate in policy journalism and media studies. She lives in Raleigh with her husband and their two sons.
Jane Lee Heuser
Associate Director of Trust and Estate Administration
Jane is a native of Chicago, Illinois, and moved to beautiful North Carolina in 2005. She is a graduate of the University of Illinois and joined the Gift Planning team in 2012. Jane is responsible for handling the day-to-day administration of Duke's trust and gift annuity accounts. She also manages estates for Duke and works with donors in developing their charitable plans.
Prior to joining Duke, Jane managed trusts and estates at a small law firm and was a vice president with The Northern Trust Company in Chicago. Jane loves to travel and is conversant in Cantonese and French. She keeps busy with her husband and two teenagers and is an active volunteer in Durham and Chapel Hill.
Karen H. Smedley
Assistant Director of Trust and Estate Administration
Karen assists in the administration of estates and trusts for the Office of Gift Planning. In her role, Karen actively works to support donors by providing information regarding charitable gifts and bequests and serving as the point of contact in the estate administration process. Her previous experience includes having worked in a private law practice in trust and estate management and specialized in estate planning and complex elder law issues.
An Alabama native, Karen now makes her home in North Carolina with her husband and daughters. In her spare time, her family enjoys participating in the vibrant local arts community.
Assistant Director of Marketing and Communications
Brandy oversees marketing and communications, events and special initiatives for the Office of Gift Planning. She works closely with donors who are featured in Duke Magazine, the Blueprints blog and other publications. She also works closely with development teams, schools and alumni volunteers as part of our comprehensive reunion efforts. Prior to joining the team, Brandy worked in marketing, human resources and banking. She received her B.A. degree in English from the University of North Carolina at Greensboro. When she is not in the office, Brandy enjoys local theatre, exploring the diverse Durham food scene and spending quality time with her husband and son.
Katherine A. Hunsley
Cathy handles day-to-day administration support for the Gift Planning team and serves as the first point of contact for guests and donors. She also assists the gift officers with travel, scheduling and internal communications. Cathy considers Birmingham, Alabama as home although she has lived at various times in eight different locations. She holds a B.S. degree in Business Administration from Jacksonville State University.
Ellen assists with daily office administration and support for the Assistant Vice President and an Associate Director of Gift Planning. Prior to joining the gift planning team, Ellen handled operations for C.H. Robinson, a third party logistics company in Raleigh, NC. She is a native of Wytheville, VA, and received her degree in business management and sociology from Emory & Henry College. Ellen enjoys going to concerts and sporting events, taking barre classes, and keeping up with her miniature dachshund, Slinky.
Cheryl assists with the administration of estates for the Office of Gift Planning and supports the day-to-day administration of Duke's trust and gift annuity accounts. Before joining Duke, she worked for a law firm in Durham and for an advertising and public relations firm in Washington, D.C., as a senior account executive. After receiving her degree from the University of Nebraska, Cheryl worked as a marketing project manager for a prominent national retailer.
Cheryl grew up skiing in the beautiful state of Colorado and now lives in Cary, N.C., with her two sons. In her spare time, she enjoys cooking, learning about new cultures and watching sports.
Michael C. Sholtz
Senior Development Counsel
In his role as Senior Development Counsel, Mike provides strategic gift planning assistance across the university, working closely with leadership in University Development and across the schools and units. Mike also serves as University Development's liaison with University Counsel, Treasury, Endowment/Investment Administration, and DUMAC, Inc. Mike returned to Duke in 2008 after serving as Director of Development Support and Senior Philanthropic Advisor for Bank of New York Mellon's Charitable Gift Services group. Prior to this, Mike served as Director and Senior Philanthropic Counsel of U.S. Trust Company's Planned Giving Services group. From 1994 to 2001, Mike served as Duke University's Director of Planned Giving. Mike received a B.A. from Yale, an M.B.A. from the University of Miami, a J.D. from Duke Law School, and an LL.M. (Taxation) from Villanova Law School. He is a Board Certified Specialist in Estate Planning and Probate Law in North Carolina and is a former president of the North Carolina Planned Giving Council.
Duke Health Office of Gift Planning
Joseph W. Tynan
Director of Gift Planning for Duke Health Development
Joseph W. Tynan, Director of Gift Planning in Duke Health Development, has been with the Medical Center since 1995. Prior to that, he was Director of Planned Giving at Rockefeller University, a biomedical research institute and graduate university in New York City. Joe has more than 20 years of experience in the trust and estate and planned giving fields. He received a bachelor's degree, magna cum laude, from Iona College in New Rochelle, N.Y., and a J.D. from St. John's University School of Law in Jamaica, N.Y.