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Alan Barnhart, CEO of Barnhart Crane & Rigging, shared his story from the main stage at the 2014 Annual Conference. Mr. Barnhart employed a creative giving strategy whereby he gifted shares of his business to NCF via a “charitable shareholder strategy.” This session examines the planning process through which an advisor may pursue a “Barnhart style” gift of business/ investment interest. The session includes examination of key issues, tax and non-tax, that are engaged in such a process and the temporal and eternal blessings clients may experience.
About the Speaker
Greg Sperry
National Christian FoundationGreg Sperry is the Executive Vice President of Gift Planning with the National Christian Foundation. Greg is also the co-founder of Sperry & Odachowski, a firm that provides gift and estate planning services. In 1991, he spearheaded the effort to form an independent Christian community foundation, providing services that enabled individuals to give more to the church and its ministries. Greg entered the practice of law after attending Wheaton College in Illinois and Vanderbilt Law School in Nashville, Tennessee.
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