Conferences & Training
Faculty - Structuring Major Gifts

Conference Chair

Robert Sharpe Jr.

Robert F. Sharpe Jr.
President
The Sharpe Group

Robert F. Sharpe Jr. is president of The Sharpe Group and has more than 30 years of charitable gift planning experience. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Tennessee, and Washington, D.C., The Sharpe Group has worked with more than 10,000 nonprofits nationwide during its 50-year history.

He has authored many articles and other publications covering numerous gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, the New York Times, Newsweek, Forbes, Smart Money, CBS Market Watch, the Chronicle of Higher Education, Trusts & Estates, Kiplinger's and other national publications. He is chairman of the philanthropy editorial board of Trusts & Estates magazine and a co-author of the Model Standards of Gift Valuation adopted by the National Committee on Planned Giving (NCPG).

Sharpe is a recipient of the CASE Crystal Apple Award for teaching excellence and the Donaldson Distinguished Service Award from the Planned Giving Group of New England. He is an honors graduate of Vanderbilt University and Cornell Law School.



Faculty

Winton Smith Headshot

Winton C. Smith, Jr.
Legal Counsel, Planned Giving

Winton C. Smith Jr., an attorney representing many charitable institutions in the planned giving area, combines his comprehensive legal experience with more than 20 years of practical experience in the marketing of planned gifts. In his more than 15 years as a CASE speaker, this nationally recognized educator has taught at more than 100 CASE conferences, and conference participants consistently shower him with "excellent" teaching ratings. In fact, he was the first CASE speaker to receive an overall rating of 100 percent. In recognition of his outstanding teaching, CASE awarded him the Crystal Apple Award in 1984.

Previously, he served nine years as a director for planned gifts for Southwestern in Memphis where he raised more than $30 million in planned gifts. Most recently, Smith has served as legal counsel for development at Rhodes College. His travels take him across the nation, conducting the CASE Introduction to Planned Giving conferences and the CASE conferences on Marketing and Soliciting Major Planned Gifts. He has also been on the faculty for CASE's Advanced Planned Giving Conferences. Smith lectures for programs sponsored by bar associations; estate planning councils; colleges and universities; law schools; hospitals; and religious, health, social welfare, and other charitable institutions. He has the unique ability to present the many complex subjects involved in charitable giving in a down-to-earth, easy-to-understand manner. His publications are widely read and are written in basic, non-legal language.


Shannon Woodward

Shannon Woodward
Senior Philanthropic Advisor
Tulane University

Shannon Woodward is the senior philanthropic advisor for Tulane University. She has 11 years of corporate management experience and over a decade of major and principal gift work in higher education. Four years ago she was entrusted by Tulane's executive vice president to create, implement and manage the new Office of Gift Planning for the university, which integrated major and planned gifts and changed the development culture at Tulane. She holds a principal gift portfolio, works directly with senior university leadership and creates philanthropic plans for complex high-level gifts from donors throughout the United States.

Woodward is active with several civic and charitable organizations. She offers consulting and training for various nonprofit agencies and is a regular presenter on blended giving and the power of the three part ask to both philanthropic and financial professionals.

Woodward attended the University of Mississippi and is a graduate of Tulane University.



Guest Speakers

Steven H. Maughan
Senior Director of Planned Gifts and Estates
The Humane Society of the United States

Steve Maughan is currently the senior director of planned gifts and estates for the Humane Society of the United States where he provides the strategic vision for HSUS's planned giving program as well as its affiliates Fund for Animals, Wildlife Land Trust, Doris Day Animal League, South Florida Wildlife Center, Humane Society International, Humane Society International -UK and the Humane Society Legislative Fund.

Prior nonprofit work includes leading the national planned giving program for Oxfam America and serving as the Northern New England Planned Gifts Director for the American Cancer Society.

Maughan has more than 20 years' experience in the financial services business where he was employed in various investment sales positions with Morgan Stanley, Charles Schwab and a privately held options strategy firm. He is a graduate of Kalamazoo College with a degree in political science.


Jeff Mueller
Charitable Estate Planning Advisor
American Heart Association

Jeff Mueller has 20 years of managerial and front line planned giving experience. He has worked for the Salvation Army and the American Heart Association where he is currently a Charitable Estate Planning Advisor. A highly respected practitioner in his field, he takes the time needed to make sure that family and financial goals segue well with an individual's charitable intentions. His caring and creative nature have allowed him to raise well into the nine figures for charity. From simple gifts to multigenerational charitable plans, Mueller has a wide berth of experience with deferred gifts and various funding assets. He has been a member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council since 1998.

He graduated from DePauw University, pursued graduate psychology courses and later completed course work related to the Certified Financial Planner designation.


Brian J. Reddington
Executive Director
PBS Foundation

Brian Reddington joined the PBS Foundation as its executive director in March, 2010. He is responsible for raising money for PBS from individual donors, foundations and corporations. He is also responsible for developing and implementing a long-term vision to strengthen funding for PBS and its member stations, with a special focus on creating individual-giving programs.

From 2006 until 2010, Reddington served as director of institutional advancement at the Smithsonian Institution, where he directed all external functions in the Central Advancement Office, including Friends of the Smithsonian, corporate relations, donor relations, foundation relations, leadership gifts, major gifts and planned giving. During his tenure, he served as a key member of the team that achieved the Smithsonian's second-highest annual fundraising results of $166 million and led the first overhaul of the Smithsonian's 45-year-old membership program. He also managed the creation of the first development plan for the Smithsonian Environmental Research Center and was a critical part of the staff planning committee for the Smithsonian's first comprehensive fundraising campaign.

Prior to joining the Smithsonian, Reddington served as a director of development for the Mount Sinai Medical Center in New York from 2001 to 2006 and held senior-level development positions with Lenox Hill Hospital, Carnegie Hall and Pace University. Previously, he worked for Mellon Bank and Transamerica, holding marketing and managerial positions.


Sandra Swirski

Sandra Swirski
Partner

Sandra Swirski is an attorney with almost three decades of public policy experience. She advised two senior U.S. Senators, was an executive at a Fortune 10 company, counseled multinational clients at a premier professional services company and founded two government affairs firms in Washington, DC, including Urban Swirski & Associates.

Her practice focuses on advising Fortune 500 executives and leaders of nonprofit organizations on federal, state and local advocacy, strategic positioning, crisis communications advice and political strategy direction.

She is a frequent guest speaker both nationally and internationally on public policy and political strategy, and is a regular contributor to Wealth Management's online publication.

Swirski holds law degrees from Georgetown University and George Washington University and an undergraduate degree from Emory University. She sits on several local and national boards and advisory councils.



CASE Crystal Apple award winner for excellence in teaching.