There’s a smart and simple way to give to charity. By opening a Donor‑Advised Fund (DAF) — a sub‑account of UBS Optimus Foundation Australia — you can support causes you care about without the complexity or cost of establishing a standalone charitable foundation.

Available to UBS Global Wealth Management Australia clients, the DAF offers a tax‑efficient way to structure your giving. Funds are set aside in a dedicated account for eligible charitable donations, allowing you to plan, manage and distribute gifts to charities over time.

 

Benefits of establishing a Donor-Advised Fund with UBS Australia

  • Simplicity and flexibility

    We handle all the compliance and administration at no cost to you. You can recommend eligible charities you want to support as often as you wish.

  • Anonymity

    We protect your privacy with the option to make grants to charities anonymously.

  • Tax effective

    Contributions to a DAF are irrevocable but tax deductible for any Australian resident and domiciled tax-payer.

  • Family oriented

    Use the DAF to engage and align family values with your giving.

How our Donor-Advised Fund works

The UBS Australia Donor-Advised Fund, a sub-account of UBS Optimus Foundation Australia, offers a truly flexible way to make charitable donations to your favourite causes. Whether you want to give money now or let it grow to give away later, you can manage your DAF easily and effectively.

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Any Australian resident and domiciled taxpayer – whether an individual or a company, who is also a UBS Global Wealth Management client can open a Donor-Advised Fund.

Turtle

As a client you can make irrevocable, tax-deductible contributions to your UBS DAF account at any time, without any minimum or maximum limits imposed. A minimum amount applies to start the DAF.

Boy jumping in water

Any Australian resident and domiciled taxpayer – whether an individual or a company can claim a tax deduction for any contributions made to the DAF.

Coral

Minimum distributions according to Australian guidelines are required annually. All grants must be made to beneficiaries, operating in Australia or overseas, who are Australian Charities and Not-for-profit Commission (ACNC) registered, deductible gift recipient (DGR) item 1 entities or government entities that have DGR item 1 endorsement. All grant recommendations are subject to approval by the UBS Optimus Foundation Directors.

How do I know if I need a UBS Donor-Advised Fund?

If you can answer yes to some or all of these questions, the UBS Australia Donor-Advised Fund might be right for you:

  • Would you like to be more intentional with your giving?
  • Do you have charitable giving goals, such as donating a percentage of your wealth to your favourite cause?
  • Would you like the option to make charitable donations anonymously?
  • Would you like to involve your family in your charitable contributions and decisions?
  • Would you like the flexibility to review and change the charities you give to?
  • Are you unsure about which charities to support but know that you want to put money aside now for philanthropic purposes?  

For the next steps, please contact your client advisor for guidance on establishing your UBS DAF tailored to your charitable giving preferences.

Why choose a UBS Australian Donor-Advised Fund

UBS brings extensive experience and expertise in philanthropy and wealth management, and has been recognized as a leader in global philanthropy services.1

Whatever your philanthropic objectives, we can help you manage and achieve your charitable contribution goals in a simple and effective way through the UBS Australia Donor-Advised Fund (DAF).

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Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

1See our Awards page.

*Based on our understanding of current tax legislation and applicable rates. These may change in the future and may not apply to your individual circumstances. UBS does not give tax advice.

**The price and value of investments and income derived from them can go down as well as up. Capital held in this account is therefore at risk.

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