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.
Kristen Brown Smalley
Senior Gift Planning Counsel
Prior to joining Duke, Kristen was in private practice as an attorney, specializing in tax and nonprofit organizations, and then worked at Triangle Community Foundation, serving the legal, financial, and tax advisor communities. At Duke, she helps donors and their professional advisors meet philanthropic and financial goals. Kristen's areas of expertise include tax and structuring issues related to charitable gifts of complex assets. Kristen holds degrees from the University of Washington (B.A.), Gonzaga University School of Law (J.D., magna cum laude) and the Georgetown University Law Center (LL.M. in Tax, with honors). Kristen is currently an active member of and has held leadership positions in the Continuing Legal Education Committee for the North Carolina Bar Association's Estate Planning Section, the North Carolina Planned Giving Council and the Durham Orange Estate Planning Council.
Anne Morrison Bradley
Associate Director of Gift Planning
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 of Gift Planning
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.
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.
Leslie M. Anderson
Project Coordinator for Trusts and Estates
Leslie oversees reporting and data accuracy for the Office of Gift Planning. She works closely with development teams across the university providing information and analysis as needed. She also assists with the administration of our Trust and Estate programs. Leslie is a native Carolinian—born in South Carolina and raised in Durham. She is a graduate of North Carolina Wesleyan College and joined the Gift Planning team in 2002. Prior to joining the team, Leslie worked in human resources and banking. Leslie has a young daughter who is her constant joy and makes her home, along with her husband, in Raleigh.
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.
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.
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.