The Office of Gift Planning specializes in charitable gift planning for estates, charitable trusts and annuities, and other complex current and future gift plans.
Phillip H. Buchanan
Assistant Vice President, Gift Planning
Phil was named Assistant Vice President of Gift Planning on July 1, 2008 and has served as Senior Philanthropic Advisor since September 2004. He joined Duke in January 2002 as the Director of Planned Giving. Phil also serves as President of Duke University Philanthropies, Inc., having served as Vice President from 2004-2006. Prior to joining Duke, Phil worked nine years for Virginia Tech and held four different positions during that time, the most recent being Senior Director of Development. Phil is an attorney, and a primary focus of his work at Duke involves helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal, or financial planning. His 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.
Phil grew up on a farm near Blacksburg, Virginia. He earned his undergraduate degree from the Pamplin College of Business at Virginia Tech in 1983 and thereafter worked in sales, finance, and management positions with the Ralston-Purina Company of St. Louis, Missouri. In 1988, Phil graduated from Washington & Lee University's School of Law and practiced law with Willcox & Savage in Norfolk, Virginia prior to joining Virginia Tech's development program in 1992. He is a member of the Virginia bar and is admitted to practice before the Supreme Court of Virginia and lower state courts, Federal District Court, U.S. Fourth Circuit Court of Appeals, and the U.S. Supreme Court.
Phil has served as a guest lecturer in undergraduate and graduate level courses at Virginia Tech and Radford University and has done numerous presentations and CLE courses for boards, attorneys, and professional groups during his years at Duke University. He has spoken on legal, accounting, and campaign issues and financial topics related to charitable giving at numerous state, regional, and national conferences. Phil has been quoted in numerous publications, including BusinessWeek, Kiplinger's, Inside Higher Education, and the Chronicle of Higher Education.
Phil and his wife, Katharine "Kate" Buchanan (Duke 1992, University of Virginia Law 2001), have three sons, Blake, Holden, and Graham. The family enjoys travel, skiing, fishing, all college sports (football and basketball in particular), reading, and spending time together. Kate is also an attorney and serves as the Assistant Dean for Development for Duke University's School of Law and is Of Counsel to Walker & Lamb in Durham, N.C. The Buchanans reside in Durham, North Carolina.
Jeremy D. Arkin
Director 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.
Sarah K. Fish T'82
Director of Trust and Estate Administration
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.
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.
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.
Jane Lee Heuser
Assistant 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 works closely with the Director of Trust and Estates in administering Duke's trust and gift annuity accounts Prior to joining Duke, she 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 enjoys volunteering with her church and the Chapel Hill schools.
Anne Morrison Bradley
Associate Director of Gift Planning
Anne uses her more than five years of development experience to help donors identify strategies to give back to Duke in ways that best suit their individual needs and goals.
Anne loves her job because she believes that passionate people can truly change the world in big and small ways through their gifts. Applying this philosophy to her personal life, she and her husband support a child literacy program in India.
Prior to joining Duke, Anne managed corporate, foundation, and government fundraising for the Detroit Zoological Society. Anne earned her bachelor’s degree from the University of Notre Dame and has spent time abroad in Cairo, Egypt.
Senior Program Coordinator
Alyssa grew up in Lewiston, New York. She received her undergraduate degree and Masters of Business Administration from Niagara University. Alyssa joined the Gift Planning team in 2007, after relocating from Buffalo, New York. She oversees marketing and communications, gift tracking, Gift Planning events, and special projects, and she works closely with donors who are profiled in Duke Magazine and other publications. Alyssa has previous work experience with a private law firm, several non-profit organizations, and a regional bank. When she is not in the office, she enjoys being outdoors, running, and working on her new home.
Leslie M. Anderson
Project Coordinator for Trusts and Estates
Leslie was born in Columbia, South Carolina, but has lived in Durham for over ten years. Leslie has been with the Office of Gift Planning since December 2002 and works closely with the Director of Trust and Estate Administration while providing general support for the office. Prior to joining the team, Leslie worked in payroll administration and as a bank teller. In her spare time, Leslie loves to travel, and she is always looking forward to her next big trip.
Tara grew up on the Pacific island of Guam but has lived in the San Francisco Bay Area since she was 16. She supports the Trust and Estate Administration team and the Senior Program Coordinator. She assists with the day-to-day trust / estate / gift annuity administration along with other administrative duties. Prior to working at Duke, Tara worked at a small trust bank in San Francisco. When not at work, she likes to explore the diverse food and music scene that Durham has to offer.
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.
Or contact Duke Medicine's Office of Gift Planning:
Joseph W. Tynan
Director of Gift Planning, Duke Medicine Development
Joseph W. Tynan, Director of Gift Planning in Duke Medicine 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 21 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.