UBS Philanthropy

Maximize your impact, locally, nationally and globally.

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We are dedicated to finding innovative ways to tackle some of the world’s most pressing social and environmental problems. Building on our 20-year track record and applying an investment-based approach, our global team makes it simpler for you and your family to manage your philanthropy and maximize your impact.


Where can I see programs in action?

Hosted by UBS Optimus Foundation, our Philanthropy Insights trips offer clients the chance to see first-hand the projects we have chosen to support and help grow.


Together we can make a difference – with your passion and our expertise.

Developed over more than two decades, our platform provides access to the guidance and resources to manage your giving in the most efficient way while ensuring that it is doing the most good. It is based on three core pillars: comprehensive advice, shared insights and execution services.

What does effective philanthropy look like?

How can I be an effective philanthropist?

We provide holistic advice to clients and their families, whatever their philanthropic goals. So whether you are considering establishing your first charitable fund or wanting to ensure your current portfolio is tax efficient, our team of experts is ready to help.

Where can I see programs in action?

Where can I find key philanthropy insights?

Make the best-informed decisions about your philanthropy. We connect people and insight through our global network – anything from a report on the latest charitable giving tax rules to a networking event with fellow philanthropists.

Which programs have the most promising solutions?

Which programs have the most promising solutions?

Our in-house foundation focuses on social and environmental issues. And pioneers new social finance models of giving such as development impact bonds, enabling you to tap into cutting edge advice, practical support and a community of like-minded peers.

Where can I see programs in action?

How can I set up my own independent trust or foundation?

A donor-advised fund (DAF) enables you to have a cost effective and truly flexible way to donate to your favorite charities. If you wish to create a lasting legacy, you can involve family members in your giving too.


The bigger picture

Systemic change can drive solutions to the world’s problems

Your philanthropy helps to address the world's most pressing social issues including those related to poverty, inequality, climate, environmental degradation, prosperity, and peace and justice.1

No poverty

783 million

People live below the international poverty line of US$1.90 a day

Good health and wellbeing

1 billion

People worldwide that have no access to healthcare

Quality education

617 million

Youth worldwide lack basic mathematics and literacy skills1

Clean water and sanitation

3/10

People lack access to safely managed drinking water services

Affordable and clean energy

~50% rise

In global emissions of CO2 since 1990


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