Sharpe Gift Planning Institute Faculty

Seminar Faculty

Two or more presenters will be present depending on the seminar location.

Robert F. Sharpe, Jr., President, Sharpe Group. Mr. Sharpe has over 30 years of nonprofit fund development and consulting experience. He has helped many of the nation’s leading nonprofit organizations and institutions plan, develop and implement successful major gift planning and endowment development efforts. He has written numerous articles on a variety of gift planning topics and is a frequent speaker at gatherings across the country. His remarks on charitable giving have been featured in leading publications and media including The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, Market Watch, The Chronicle of Philanthropy, Trusts & Estates, Kiplinger’s and other national media. He serves on the editorial board of Trusts & Estates magazine and authors a regular column on philanthropic matters. He is co-author of the Model Standards for Gift Valuation adopted by the Partnership for Philanthropic Planning. Mr. Sharpe is a cum laude graduate of Vanderbilt University and Cornell Law School.

Barlow T. Mann, Chief Operating Officer, Sharpe Group. An attorney with over two decades of experience in charitable gift planning, Mr. Mann serves as chief operating officer of Sharpe Group and is responsible for Sharpe’s consulting services. His clients include a broad range of charitable organizations and institutions. In past years Mr. Mann served as planned gift director for a university and a major health center.

John Jensen, CFP, Senior Consultant, Sharpe Group, Washington. With over 35 years of nonprofit development experience, Mr. Jensen works with charitable organizations and institutions in Washington and across the country to design and implement effective charitable gift planning programs. He is a frequent speaker at national gatherings of gift planning professionals and has served as a columnist and on the editorial advisory board of a number of planned giving publications. Formerly the development vice president at The Nature Conservancy and National Wildlife Federation, Mr. Jensen was responsible for major expansions of both the direct marketing and planned giving programs.

Aviva Shiff Boedecker, Senior Consultant, Sharpe Group, San Francisco, California.An attorney with more than 25 years of gift planning experience, Ms. Boedecker has served as a director of planned giving at the University of California, Berkeley, the Marin Community Foundation, and San Francisco Ballet. She has also served on the board of the National Committee on Planned Giving (the Partnership for Philanthropic Planning), is a past President of the Northern California Planned Giving Council and the Marin County Estate Planning Council and is a member of the Advisory Board of the UC Berkeley Extension Wealth Management Program. Ms. Boedecker writes for many planned giving publications and is a frequent lecturer on gift planning. A member of the California Bar, Ms. Boedecker is an alumna of the University of California, Berkeley and the University of California, Hastings College of the Law.

Triena Winbery, Senior Consultant, Sharpe Group. An attorney, Ms. Winbery most recently served as a senior vice president for St. Jude Children’s Research Hospital. During her 20-year tenure at St. Jude, she served as general counsel and investment advisor prior to successively serving as head of gift planning, head of direct marketing, and head of corporate funding. Before her service at St. Jude, Ms. Winbery practiced law and worked for four years in the trust division of a major bank.

Christopher P. Woehrle, Assisstant Professor of Taxation, The American College, Bryn Mawr, Pennsylvania. Prior to joining academe, Mr. Woehrle enjoyed a 17-year career as a senior development professional and executive. Most recently, he served as Director of Planned Giving for the Princeton HealthCare System Foundation during its Design for Healing campaign, one of the largest ever for a community hospital. During his tenure as Senior Associate Vice President and Acting Senior Vice President of Institutional Advancement, Drexel University was a five-time achiever of Philanthropy 400 status, awarded to the most productive development programs in the United States. As Vice President of Development for The Kimmel Center for the Performing Arts, Mr. Woehrle led the completion of its first endowment campaign creating one of the largest endowments for a performing arts organization. A magna cum laude graduate of Cornell University, he earned his J.D. and LL.M. (Taxation) from Villanova Law School. Mr. Woehrle holds an appointment at Villanova Law as an adjunct professor of tax law where he teaches its course in charitable gift planning in its Master of Laws in Taxation program.