Complex Philanthropy
Complex Philanthropy
UBS advisor podcasts
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.
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.
Apr 12, 2023
22 min
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.
Jan 12, 2023
19 min