Sign up to save your podcasts
Or
Share Complex Philanthropy
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Complex Philanthropy
By 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 c... more
FAQs about Complex Philanthropy:
How many episodes does Complex Philanthropy have?
The podcast currently has 6 episodes available.
Complex Philanthropy episodes:
June 05, 2024Donor Advised Fund or Family Foundation: How to decide the best option for your family. 
May 23, 2024Business Succession Planning: 4 steps to a successful outcome (Part 3) February 07, 2024Business Succession Planning: 4 steps to a successful outcome (Part 2) January 31, 2024Business Succession Planning: 4 steps to a successful outcome (Part 1) April 12, 2023Complex Philanthropy : Oil and Gas Assets January 12, 2023Understanding privately held asset gifts
FAQs about Complex Philanthropy:
How many episodes does Complex Philanthropy have?
The podcast currently has 6 episodes available.