Advice

As with venture capital, we need to find the right business model, evidence, partnerships and leadership to be successful. To do that, we take a disciplined, investment-like approach designed to help minimize negative outcomes and help maximize impact at scale.

What does effective philanthropy look like?

We can assist you with defining a vision, focus and strategy with your philanthropy. – just ask your advisor at UBS if this service is available for you.

Strategy

What are my and my family's broad objectives?

Solutions

How can I identify solutions that work and are cost effective?

Structure

Do I have the right giving vehicle to maximize my impact?

Sustainability

How can I exit from or sustain the solutions I invest in?

Situation

What are the problems or issues I would like to address?

Scale

Can the solution be scaled to maximize reach and impact?

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When planning your philanthropy, which do you consider to be the most important?

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