King McGlaughon, Keynote Speaker

King McGlaughon is Senior Vice President and Chief Philanthropic Officer for Wells Fargo Private Bank. Mr. McGlaughon works with a team of specialists who provide personal charitable trust, private foundation, nonprofit endowment, and planned giving services to clients of Wells Fargo across the nation. As a senior leader of the Philanthropic Services team, Mr. McGlaughon is responsible for creating awareness and sustaining effective external and internal partnerships for philanthropic services. Previously, Mr. McGlaughon served as Executive Vice President and Chief Academic Officer of The American College in Bryn Mawr, PA, where he also held the Sallie B. and William B. Wallace Chair in Philanthropy in the College's graduate division. Prior to serving at The American College, Mr. McGlaughon served as a first vice president and as director of The Merrill Lynch Center for Philanthropy and Nonprofit Management, in New York, NY, and Princeton, New Jersey. Mr. McGlaughon has been in the philanthropic services industry for more than 25 years.

He earned a B.A. degree from the University of North Carolina at Chapel Hill where he was a Morehead Scholar and received his JD, with honors, from the University of North Carolina School of Law, where he served as editor-in-chief of The North Carolina Law Review and was inducted into the Order of the Coif, the national legal honorary society. He also received a Master of Divinity degree, with honors, from The General Theological Seminary in New York, New York, and is an ordained priest of the Episcopal Church.

Mr. McGlaughon serves on various boards and advisory committees for public and private foundations in the United States. He is a frequent speaker at national, regional, and local conferences, and at continuing education programs in the areas of philanthropy, estate planning, planned giving, and nonprofit management.

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Jeremy D. Arkin

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. He and his wife, Marian, were both raised in Greensboro, North Carolina, and spend much of their free time keeping in touch with friends and family throughout the state.

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Phillip H. Buchanan

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.

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Judy L. Kerns

As Senior Vice President of Investments & Administration at Foundation For The Carolinas, Judy Kerns is responsible for the Foundation’s financial investments and human resources. In this capacity she works with the Foundation’s investment managers, serves as staff liaison to the Investment Committee, oversees the development of financial models and supervises human resources.

Judy has served the Foundation for more than 30 years. Foundation For The Carolinas is a publicly-supported community foundation with assets in excess of $650 million.

Judy has 35 years of experience in accounting, finance and nonprofit administration. She has served on the Executive Committee of the Financial and Administrative Officers Group (“FAOG”), a national network of financial officers, and is a past member of the Standards Action Team, a national committee that compiled the national standards for community foundations.

Judy holds an M.B.A. from Queens University of Charlotte.

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C. Barton Landess, J.D.

Bart Landess joined the YMCA of Greater Charlotte in 2011 as Vice President of Major and Planned Gifts. He provides assistance to the senior staff and development officers at the 17 branches and 2 resident camps that are part of the YMCA of Greater Charlotte. In addition, he contributes to strategic planning, campaign planning and other business functions that assist with fundraising efforts, such as endowment management. Bart served as Senior Vice President of Development & Planned Giving at the Foundation For The Carolinas from 2000 to 2011. Prior to that, he served Davidson College for nine years, first as Vice President of Planned Giving and Major Gifts and then as General Counsel and Executive Assistant to the President. During his tenure at Davidson, Bart was a part of a $162 million capital campaign and then assisted with the management of the college’s endowment as General Counsel. Prior to that, he was in private law practice at Smith Helms Mulliss & Moore in Charlotte, NC.

Bart has served as a Board member and volunteer for several nonprofit organizations including the Davidson Housing Coalition (as a member of the Task Force working on the award-winning Bungalows project), First Presbyterian Church (as a Deacon and Elder), the Ada Jenkins Center (as a member of the Executive Committee), Johnson C. Smith University and Charlotte Country Day School (on their respective Boards of Advisors) and as the Chair of the Steering Committee of Housing Charlotte 2007, an exploration of affordable housing issues in the Charlotte region. Most recently Bart has served with Legal Services of the Southern Piedmont and the Charlotte School of Law Foundation.

He has also been a member of several national and local organizations regarding fundraising and planned giving including the Steering Committee of Leave a Legacy–Charlotte, the North Carolina Planned Giving Council, Charlotte Chapter of the Association of Fundraising Professionals, and the American Bar Association Real Property, Probate and Trust Law Section.

Bart was named the 2007 Outstanding Fundraising Professional by the Charlotte Chapter of the Association of Fundraising Professionals. He holds a B.A. from Davidson College and a J.D. from the University of Virginia.

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Austin K. Rios

The Rev. Austin K. Rios currently serves as Diocesan Canon for Spanish speaking ministries (Episcopal) in Western North Carolina. He attended seminary in Austin, TX (ETSS) and upon graduation in 2003 served as a Young Adult Service Corps missionary in Xalapa, Veracruz, Mexico. After serving Grace Episcopal Parish in Asheville as curate, he began his current ministry with the diocese and as rector of La Capilla de Santa Maria in 2007. Austin is married to Jill Rios, and has a 4 year old daughter named Aja.

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Kristen Brown Smalley

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 chair of the Continuing Legal Education Committee for the North Carolina Bar Association's Estate Planning Section, a director of the North Carolina Planned Giving Council and the Durham Orange Estate Planning Council, and an active member of the Wake County Estate Planning Council.

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Alan M. Tewkesbury, Jr.

Alan Tewkesbury practices in the areas of estate planning and probate with the law firm of Butler, Means, Evins & Browne in Spartanburg, South Carolina. He received his undergraduate degree from Clemson University (1977), his law degree from the University of South Carolina (1980), and his Masters in Tax from Emory University (1990).

He served as law clerk to South Carolina Supreme Court Associate Justice Bruce Littlejohn (1980-1982), as Assistant Solicitor for the South Carolina 7th Judicial Circuit (1982-1983), as Member of the law firm of Holcombe, Bomar, Wynn and Gunn (1983-1991), as Assistant General Counsel of Flagstar Corporation (1991-1995), and joined the Butler, Means law firm in 1995. He served as a Member of the South Carolina Supreme Court Board of Commissioners on Grievances and Discipline (1985-1988), currently serves as an Attorney to Assist Disciplinary Counsel of the South Carolina Supreme Court Board of Commissioners on Grievances and Discipline, is a Member of the Spartanburg County Bar Association and South Carolina Bar Association, and served as Council Member on the South Carolina Bar Probate, Estate Planning, and Trust Section (2004-2007, Chairman 2006-07).

He is married to Karen Givins Tewkesbury and has two sons, Matt (age 24) and Rick (22).

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Steve Watt

Steve Watt is Executive Director of Gift Planning at North Carolina State University. He has worked in fundraising and college/university advancement for 34 years and has specialized in planned giving since 1987.

A native of New Jersey, Steve graduated from Muskingum College (Ohio) with a degree in speech communication. He received his Master of Education degree from the University of South Carolina in Higher Education Leadership. During the course of his career, Steve has worked at Muskingum College, Newberry College (S.C.), UNC-Greensboro, the YMCA of Greater Winston-Salem, Guildford College, and the Pitt Memorial Hospital Foundation.

He is vice president of the North Carolina Planned Giving Council, an affiliate of the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving). He also serves on the board of the Financial Planning Association of the Triangle, and is a member of the Wake County Estate Planning Council and the Council for the Advancement and Support of Education. Steve has been a frequent speaker for seminars and workshops on planned giving, including the introductory planned giving course through the Duke Certificate Program in Nonprofit Management.

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George E. Willock, CLU, LUTCF

George E. Willock has worked with Auburn University as the Director of Planned Giving for the past 10 years. He has been in the Planned Giving discipline for the past 17 years, having been in Estate Planning and Financial Planning for the previous 14 years. From 1993-2000 George was President of Forward Trends, a planned giving and charitable planning consulting firm, working with over 40 charities in the areas of planned giving, board development, fund development, strategic planning, donor development, and donor tracking.

While in the Estate and Financial Planning discipline, he designed and wrote the training manual for the second SEC approved Variable Universal Life policy issued in the United States, was the trainer for Century Companies of America’s field force of 565 agents, and completed his Chartered Life Underwriter’s designation. George has also completed the Life Underwriter’s Training Council Fellowship, is a graduate of the National Planned Giving Institute, and is currently working on his Chartered Advisor in Philanthropy designation. At Auburn University, he has implemented a successful life insurance program that has raised over $78.6 million to date with 226 policies since the inception of the program in June 2002.

George is a member of the Birmingham Planned Giving Council, the East Alabama Estate Planning Council, and the Alabama Chapter of the Association of Fundraising Professionals.

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