Complex Philanthropy

UBS advisor podcasts
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Join Mark Hagan, Financial Advisor at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating non-liquid/privately held assets (otherwise known as complex assets) to charity.

Episodes

  1. 06/05/2024

    Donor Advised Fund or Family Foundation: How to decide the best option for your family.

    Deciding between a donor advised fund and a foundation can be confusing at best. We will discuss the common misperceptions and clarify their differences.

    22 min

  2. 05/23/2024

    Business Succession Planning: 4 steps to a successful outcome (Part 3)

    The final of a 3 part series to a successful sale or transition of your business

    23 min

  3. 02/07/2024

    Business Succession Planning: 4 steps to a successful outcome (Part 2)

    Part 2 of a 3 part series that provides insight into the process needed to ensure a successful transition of your business.

    21 min

  4. 01/31/2024

    Business Succession Planning: 4 steps to a successful outcome (Part 1)

    This three-part series provides insight into the process needed to ensure a successful transition of your business.

    18 min

  5. 04/12/2023

    Complex Philanthropy : Oil and Gas Assets

    Join Mark Hagan, Senior Vice President- Wealth Management at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating different types of oil and gas ownership interests.

    22 min

  6. 01/12/2023

    Understanding privately held asset gifts

    Join Mark Hagan (UBS Financial Services) and National Christian Foundation's Joel Smyer and Michael King as they uncomplicate the benefits of how to donate asset to charity other than stock or cash.

    20 min
  • 6 Episodes

About

Join Mark Hagan, Financial Advisor at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating non-liquid/privately held assets (otherwise known as complex assets) to charity.

Information

  • Creator
    UBS advisor podcasts
  • Years Active
    2023 - 2024
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    Complex Philanthropy