Sharpe Gift Planning Institute Faculty

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

Margaret M. Holman, President, Holman Consulting, Inc., New York, New York. Ms. Holman has provided fund-raising consulting to a variety of charitable institutions since 1991. She has previously served in senior fund-raising management positions at a variety of arts, health, and educational institutions throughout the country. She has published numerous articles on planned giving and nonprofit management, lectures widely, has served as faculty for institutes, conferences, and seminars both nationally and internationally, and is the co-author of The Complete Guide to Careers in Fund Raising.

John Jensen, CFP, Senior Vice President/Consultant, The Sharpe Group, Washington, D.C. With over 35 years of nonprofit development experience, Mr. Jensen works with charitable organizations and institutions in Washington, D.C. 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.

Barlow T. Mann, Chief Operating Officer, The Sharpe Group. An attorney with over two decades of experience in charitable gift planning, Mr. Mann serves as chief operating officer of The 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.

Robert F. Sharpe, Jr., President, The Sharpe Group. An honors graduate of Cornell Law School, Mr. Sharpe practiced law with a major law firm specializing in income, estate, and gift taxation and corporate planning. Prior to practicing law, he served as a development officer for a liberal arts college. He has authored many articles and other publications covering numerous gift planning topics.

Mary-Gail Smith, CFRE, Gift Planning Advisor, Food For The Poor, Coconut Creek, Florida. Ms. Smith has a wealth of experience in planned gift development. She has previously served as National Director of Planned Giving for The Leukemia & Lymphoma Society, where she began their national planned giving program. She also spent 10 years heading up planned giving for the New England Division of the American Cancer Society. Most recently, she spearheaded individual giving as Director of Gift Planning at The University of New Haven and handled current and deferred gift development as Vice President for Development at Junior Achievement in Hartford, Connecticut.

Jonathan G. Tidd, Attorney at Law, West Simsbury, Connecticut. Jon Tidd practices law in West Simsbury, Connecticut, specializing in estate and charitable gift planning. He is a member of the Connecticut, Illinois, Indiana, and New York Bars. Mr. Tidd is the author of numerous works on planned giving and speaks frequently before such gatherings as the New York and New England Planned Giving Groups and the National Conference on Planned Giving. Prior to entering his current practice of law, Mr. Tidd served as director of planned giving at New York University.

Triena Winbery, Senior Vice President/Consultant, The 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, Director of Planned Giving, Princeton HealthCare System Foundation, Princeton, New Jersey. A member of the Pennsylvania Bar, Mr. Woehrle is currently the director of planned giving for the Princeton HealthCare System Foundation during its Design for Healing campaign. He was previously the acting senior vice president and senior associate vice president of institutional advancement at Drexel University in Philadelphia. Mr. Woehrle has also served as vice president of development for The Kimmel Center for the Performing Arts during the successful 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 holds a J.D. and LL.M (Tax) from Villanova Law School.