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 professionals 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 email@example.com 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. In his free time, Jeremy plays double bass with the Durham Medical Orchestra.
Erika Boden ’03, J.D.
Associate Director of Gift Planning
Erika works with Duke alumni, parents, and friends to explore tax-wise giving strategies to support Duke’s priorities and their passions on campus. Her primary work focuses on gifts made through estate and retirement plans, life income gifts, and complex asset transfers.
Erika is a Duke alumna and was born and raised Durham. After Duke, she earned a J.D. and a Master of Science in Sports Administration at St. Thomas University School of Law in Miami Gardens, FL. Erika then launched an impressive career as an in-house attorney in Spanish-language entertainment and media in Miami, including at Warner Music Latin America, Fox International Channels Latin America and NBCUniversal Telemundo Enterprises, where she served as Vice President of Business & Legal Affairs for 6 years before joining the Gift Planning team at Duke.
In her free time, Erika enjoys spending time with her husband and two daughters and getting reacquainted with the Triangle area after being away for nearly 20 years.
Anne Morrison Bradley
Senior 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.
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 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 family and is an active volunteer in Durham and Chapel Hill.
Kenzie supports the gift planning team with day-to-day administrative needs and donor outreach. She assists with travel, scheduling and prospect management. Kenzie is a rare Durham native and received her undergraduate degree from Clemson University. When she’s not working, you can find Kenzie running in downtown Raleigh or reading a book by the Neuse River.
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.
Mark 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. Prior to join the gift planning team, he served as the office manager at Baseball Rebellion, a boutique baseball training facility in Durham.
In his spare time, Mark enjoys quality time with his family and loves watching baseball, college football, and Formula 1 racing.
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.