Sharpe Group Consultants

Sharpe is led by a group of people who truly care about the nonprofits we work with and the missions you support. Sharpe’s lead consultants each have more than 25 years of experience in planning and implementing effective gift planning programs. They also bring perspective gained from years as active volunteers in their communities. Others on the Sharpe team are specialists in the fields that drive successful gift planning programs – attorneys, writers, editors, designers, print and digital marketing experts and management consultants.

Bob Mims, CPA, CGMA – Senior Consultant, CFO

Bob is a magna cum laude graduate of the University of Mississippi and brings his 30-plus years of experience in finance and nonprofits to the Memphis office. Previously he served as the chief financial officer for Wetlands America Trust and controller and director of investments for Ducks Unlimited. He has also served on the Financial Accounting Standards Advisory and Not-for-Profit Advisory Councils for the national Financial Accounting Standards Board (FASB).

For nine years, he chaired the American Institute of Certified Public Accounts’ (AICPA) Not-for-Profit Conference and is the current chair of the Environmental Roundtable, which is a membership organization comprised of CFOs from the largest environmental nonprofit organizations in the United States. An active speaker at AICPA conferences, he also is frequently published in the Journal of Accountancy, NonProfit Times and other industry publications.

Bob helps Sharpe Group enhance our services to fundraisers by helping our clients identify training and recruiting needs of their development departments.

Jana Lawyer

Jana Lawyer – Senior Consultant

Jana is a graduate of Mississippi State University with a degree in Business Administration in Marketing. Before joining Sharpe Group, she served on the National Direct Marketing Acquisition Team for ALSAC/St. Jude and was an advertising representative for The Reflector, Mississippi State’s newspaper.

Jana works with the Sharpe consulting team and partners with clients to help them develop and strengthen their gift planning fundraising strategies. She advises organizations and institutions of many sizes and missions on communications to educate their donors on planned giving.

She has volunteered her time and talent at many nonprofit organizations, including Habitat for Humanity, Operation Christmas Child and the Humane Society.

Joe Chickey

Joe Chickey, MBA, CFP® – Senior Consultant, SVP

Joe brings more than 30 years of experience in the charitable arena, with a focus on gift planning to Sharpe Group. Based in Nashville, TN, he is a senior vice president and senior consultant. He earned a bachelor’s of arts degree in finance from Rhodes College and a master’s degree in business administration from University of Illinois.

Joe has spoken locally, regionally and nationally on planned giving to estate planning councils, AFP, CASE and local CGP groups. His recent speaking engagements include the Chicago Council on Planned Giving, Colorado Summer Symposium, Middle Tennessee Planned Giving Council and The Carolinas Planned Giving Conference. Joe recently completed a three-year term as a board member of the National Association of the Charitable Gift Planners (CGP).

Joe served as lead fundraiser for a $1.5 billion capital campaign at the University of Illinois and a $500 million capital campaign for a major hospital in Chicago. He has administered charitable remainder trusts, lead trusts, gift annuities, life estates and IRA gifts.

He has experience from the nonprofit side and for-profit side, as a gift planner for nonprofits and a bank trust officer. For 14 years, he worked with nonprofit endowments, family foundations and high net worth clients. His expertise includes estate and financial planning, asset management and charitable planning. As a vice president and trust officer for Regions Bank, he was a leader in the Endowments and Foundations Group and worked with more than 125 charities throughout the Southeastern United States. Prior to Regions, Joe was a vice president and business development officer for SunTrust Bank. In the fundraising arena, he served as director of gift planning for the University of Illinois Foundation. He was also a major gift officer for Rush University Medical Center in Chicago and a planned giving officer for St. Jude Children’s Research Hospital.

John Jensen

John W. Jensen, CFP® – Senior Consultant, SVP

John is a Sharpe Group Senior Consultant and Senior Vice President based in Washington DC. He has worked with more than 100 nonprofits to improve their planned giving performance. He regularly conducts planned giving program audits and assessments, in addition to a wide range of gift planning consulting services. John works with a broad range of groups, but has a particular specialty with national, membership and direct mail based charities. He also has special expertise in estate planning, gift structuring, real estate, estate administration, insurance and special needs situations.

Prior to joining Sharpe Group, John served as vice president for development at both The Nature Conservancy and National Wildlife Federation. He served as the executive director of The Nature Conservancy’s Maine Chapter and the development director of the Maine Audubon Society. He was the founding chairman of Earth Share, served on the Direct Marketing Association Nonprofit Council board and served four years in the Maine House of Representatives.

He is a frequent speaker at local and national fundraising conferences and has served on the board of the National Association of Charitable Gift Planners (CGP) as well as the National Capital Gift Planning Council. John has also served as a columnist for The NonProfit Times and Planned Giving Mentor. He earned his BS from the University of Southern Maine and his CFP from the College of Financial Planning.

Laura Knitt

Laura Knitt, J.D. – Senior Consultant

Laura is a Sharpe Group Senior Consultant. Previously, Laura worked with a large national nonprofit, the Evangelical Lutheran Church in America, where she served in progressive roles as Associate Director for Planned Giving, Director for Legal and Regulatory Compliance and Assistant General Counsel. She brings valuable experience in donor stewardship, planned giving and major gifts, endowments and donor advised funds, real estate and securities, regulatory compliance and nonprofit governance.

Laura is a graduate of the University of Wisconsin—Madison and the University of Wisconsin Law School and currently serves on the board, and as corporate secretary, of the Chicago Council on Planned Giving. She is able to assist planned giving, major gift and other staff members of SHARPE newkirk client organizations with issue identification and strategies, estate gift administration, writing and editorial work, staff training and program audits.

Lewis von Herrmann

Lewis von Herrmann – Senior Consultant

Lewis is a Certified Financial Planner® and a Certified Fund Raising Executive® who is based in Atlanta, Georgia. He has more than 40 years of experience in charitable fundraising, primarily with faith-based organizations including Cru, The Christian and Missionary Alliance, American Bible Society and The Mission Society. He specializes in major and planned giving programs and has met privately with more than 2,000 individual families to discuss their planning needs.

Lewis directed a field team of more than 20 major and planned giving professionals at American Bible Society, has held key leadership positions in major and planned giving programs and has been a frequent speaker on estate and financial planning topics throughout the southeast. In addition, Lewis directed one of the largest gift annuity programs in the United States and helped complete a private letter ruling by the IRS on the flexible deferred gift annuity. He also led an effort to outsource the backroom processing of a large planned giving program, has published multiple articles on planned giving for quarterly newsletters and has spoken before hundreds of groups on estate and financial planning. He has an MBA from Auburn University and is a Distinguished Toastmaster.

Sara Latshaw

Sara Latshaw – Senior Vice President, Sales Coordinator

Sara has nearly 15 years’ experience in working with nonprofit and for-profit organizations. Sara teams with Sharpe consultants in pricing and the creative team in overseeing the timely delivery of custom communications content for Sharpe’s clients. She serves as the liaison between Sharpe clients and their production partners. In addition, she monitors client inquiries and responses.

Tom Grimm – Senior Consultant

Tom is a Senior Consultant based in Nashville, TN. His planned giving and nonprofit experience includes more than a decade with World Vision and four years with the American Bible Society. In his role as a consultant, Tom has worked with numerous charities to design, build and enhance their planned giving and major gift programs. He also has extensive experience in the insurance, venture capital, private equity, banking and financial services industries.

Tom’s combination of experience and passion for the philanthropic arena equips him to assist Sharpe clients in designing, implementing and evaluating successful planned giving programs in a way that will help maximize giving potential through the careful balancing of personal financial and philanthropic objectives.

Barlow T. Mann, J.D. – General Counsel

Barlow has more than three decades of experience in charitable gift planning and serves as Chief Operating Officer of Sharpe Group. Before joining Sharpe, he was director of development at the University of Tennessee Health Science Center where he was responsible for current, deferred and capital giving for the colleges of medicine, pharmacy, dentistry, nursing and allied health. He also has served as director of planned giving for the University of Memphis. He coordinated resource development projects with the Crippled Children’s Hospital Foundation and the University of Tennessee Bowld Hospital.

Barlow is a member of the American and Tennessee Bar Associations and has authored articles on planned giving for Planned Giving Today, Trusts & Estates Magazine, The Journal of Gift Planning and Fundraising Management, and his commentaries have been featured in The Chronicle of Philanthropy and The NonProfit Times. Barlow has been a frequent speaker for numerous local and national fundraising groups for more than 30 years, including the AHP Madison Institute, National Planned Giving Institutes, Association of Fundraising Professionals, CGP, ACGA, NCDC, AHA and others. He is a graduate of Tulane University and the University of Memphis School of Law.

Additional Consulting Resources

Russell James

Russell James – JD, PhD, CFP®, Texas Tech University

Russell N. James III, JD, PhD, CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving).

Prior to his career as an academic researcher, James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising.

James has published research in more than 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, US News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy, and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

Kathy Sperlak

Kathy Sperlak – JD, Tax Attorney, Technical Advisor

Kathy Sperlak, JD, earned her BS in Journalism from Northern Illinois University and her JD and LLM (taxation) from The John Marshall Law School. Kathy is a member of the National Association of Charitable Gift Planners, the PPP Leadership Institute and the Suburban Chicago Planned Giving Council. She is a member of the DuPage County Estate Planning Council and serves on the planned giving advisory council of the Chicago Zoological Society (Brookfield Zoo).

Jon Tidd

Jon Tidd – Attorney at Law

Jon is a technical resource to Sharpe Group and confirms the accuracy of technical content. Jon is an attorney whose practice is limited to advising charitable organizations on gift planning issues. He is a member of the Arizona, Connecticut, Illinois (inactive), Indiana (inactive) and New York Bars. His clients include a wide range of educational, health care, arts, human rights and social service organizations. His articles on charitable gift planning have appeared in The Journal of Taxation; Estate Planning; Taxes—The Tax Magazine; Trusts & Estates and other professional journals.

Chris Woehrle

Christopher P. Woehrle – JD, LL.M (Taxation)

A member of the Pennsylvania Bar, Chris teaches charitable gift planning in the LL.M taxation program at the Widger School of Law of Villanova University, as well as wealth management courses in estate and financial planning at the College for Financial Planning in Centennial, Colorado. A magna cum laude graduate of Cornell University, Chris earned his J.D. and LL.M (Taxation) from the Widger School of Law at Villanova University. He is currently a member of the Graduate Tax Program Advisory Board.

Chris is also an award-winning author and member of the editorial board of Trusts & Estates since 2014. He has written extensively on how to improve retirement income through philanthropic planning. Before becoming a professor, Chris enjoyed a seventeen-year career as a senior development professional executive, including serving as senior associate vice president and acting senior vice president of institutional advancement for Drexel University. Drexel was a five-time achiever of Philanthropy 400 status which is awarded to the most productive development programs in the United States.