The Office of Gift Planning specializes in charitable gift planning for estates, charitable trusts and annuities and other complex current and future gift plans. Our team of experts can help you honor the Duke memories, people and places that matter to you.
Not sure where to start? Contact Katherine Hunsley at (919) 681-0464 or firstname.lastname@example.org to be connected with the appropriate Gift Planning team member for your needs.
Jeremy D. Arkin
Assistant Vice President, 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 the University of North Carolina at Chapel Hill and his undergraduate degree from Haverford College. Jeremy is an active volunteer in the Durham community, and he grew up in nearby Greensboro, North Carolina.
Tia Barnes J.D.’03
Associate Director of Gift Planning
Tia comes to the Office of Gift Planning from Duke Law School where she served the Duke community in various roles for 14 years, most recently as the assistant dean for academic affairs. As an associate director of Gift Planning, Tia works with Duke alumni and friends to explore tax-wise giving strategies, including those involving estate and retirement planning.
Tia earned her law degree from Duke and her undergraduate degree in journalism and mass communications from the University of North Carolina at Chapel Hill. She lives in Durham with her family.
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.
Phillip H. Buchanan
Senior Philanthropic Counsel for Duke University
Phil was named senior philanthropic counsel for Duke University in July 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.(more…)
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 Duke’s comprehensive reunion efforts. Prior to joining the gift planning team, Brandy worked in marketing, human resources and banking. She received her undergraduate 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.
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 Trust Company of North Carolina. Sarah enjoys attending Duke football and basketball games, and she is an active volunteer in the Durham community.
Nan Futrell '07
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 nonprofit in Washington, D.C., focusing on First Amendment church-state issues.
Nan received her law degree from the University of North Carolina at Chapel Hill 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 and moved to North Carolina in 2005. She is a graduate of the University of Illinois and joined the Office of Gift Planning 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 adult children and is an active volunteer in Durham and Chapel Hill.
Katherine A. Hunsley
Cathy handles day-to-day administration support for the Office of Gift Planning and serves as the first point of contact for guests and donors. She also assists gift officers with travel, scheduling and internal communications. Cathy considers Birmingham, Alabama, as home — although she has lived in eight different locations at various times. She received her undergraduate degree in business administration from Jacksonville State University.
Data Project Manager
Shristi manages the data needs of the Office of Gift Planning, including the design and production of reports to constituencies within University Development and in schools and units across campus. Prior to joining the gift planning team, she worked at the Duke Cancer Institute where she was responsible for supporting the enhanced segmentation and personalization needs of the DCI Annual Giving program.
Shristi grew up in Nepal and has a master’s in economics from the University of New Hampshire. She loves spending time with her toddler son. In her spare time, Shristi enjoys gardening, yoga, hiking and kayaking.
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 Colorado and now lives in Cary, North Carolina, with her two sons. In her spare time, she enjoys cooking, learning about new cultures and watching sports.
Anne Sherman '94
Senior Associate Director of Gift Planning for Duke Health Development
Anne works with Duke Health 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 School as part of the Law School’s Offices of Academic and Student Affairs, and 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.
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.
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 serves 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 specialization 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.
Joseph W. Tynan
Duke Health Office of Gift Planning
Senior Executive Director of Gift Planning for Duke Health Development
Joe Tynan is the senior executive director of gift and endowment planning for Duke Health. He directs the gift planning programs for the School of Medicine, School of Nursing, Duke Cancer Institute, Duke Children’s, Duke Eye Center, Duke HomeCare and Hospice, and Duke University Health System, Inc.
Joe came to Duke 23 years ago from Rockefeller University, a biomedical research institute and graduate university in New York City. He has 35 years of experience in the gift planning field. Joe earned a bachelor’s degree, magna cum laude, from Iona College in New Rochelle, New York, and a juris doctor degree from St. John’s University School of Law in Jamaica, New York. He lives in Chapel Hill with his wife, Maureen. They have three adult children: Kerry, Thomas and Joe Jr.; and three grandchildren: Reagan, Connor and Jack.