
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.
| Publishes | Twice monthly | Episodes | 6 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | NewsBusiness News | ||||

Deciding between a donor advised fund and a foundation can be confusing at best. We will discuss the common misperceptions and clarify their differences.
The final of a 3 part series to a successful sale or transition of your business
Part 2 of a 3 part series that provides insight into the process needed to ensure a successful transition of your business.
This three-part series provides insight into the process needed to ensure a successful transition of your business.
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.
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.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #198 |










Listeners, social reach, demographics and more for this podcast.
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Complex Philanthropy launched 3 years ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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