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We have the right experience, knowledge and network to help you make the most impact in your giving.

We make philanthropist contributions go further

UBS covers all the costs for the administration, planning, review and continued development of programs so all philanthropic giving goes toward maximizing impact. And whenever we can fund alongside philanthropists, we do so with UBS match funding.

Switzerland

Donations over 100 Swiss francs will receive a thank you letter, which doubles as a tax receipt.

Direct Donations

Whether large or small, every donation makes a difference. You have tailored options when you make a direct donation to the UBS Optimus Foundation.

For donations above CHF 10,000, please contact your UBS client advisor as amounts over CHF 10,000 can only be transferred from a UBS account.

Beneficiary:

UBS Optimus Foundation,
8001 Zurich, UBS Switzerland AG,
CH-Zurich,
Account No. 233-700000.70N
IBAN CH490023323370000070N 

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UBS TWINT

Via UBS TWINT, with the following QR-Code. If you wish to receive a tax receipt, please send an email to "sh-ubs-optimus-foundation@ubs.com" indicating the amount, date and transaction code as well as your full name and address.

CHF 250

CHF 100

CHF 50

UBS Optimus Foundation charity credit card

Use your credit card and help children: Each year, UBS transfers 0.75% of your credit card spending to the UBS Optimus Foundation.

Donation with KeyClub points

Do your bit as a KeyClub member? Donate your points to the UBS Optimus Foundation.

Form for donations with KeyClub points pdf, 282 KB

UBS Strategy P-C-dist Fund (CHF, EUR, USD)

UBS Strategy Fund P-C-dist makes investing with your heart and mind particularly easy. As buyer of shares of this Fund, you can benefit from capital growth while the annual dividends are donated to the UBS Optimus Foundation. UBS backs your investment additionally by transferring commissions and fees to the UBS Optimus Foundation. Your client advisor will be happy to provide you with further details.

Bequests

If you would like to make a bequest to the UBS Optimus Foundation in your will, your client advisor will be happy to help you find a solution that meets your needs.

Germany

Donation of any amount

We accept any amount of donations, whether large or small. For donations from German tax residents above EUR 200 we issue a tax receipt

From EUR 100 000

  • You can choose for your donation to go to a specific programme within our health, education, free from harm or social finance portfolios

From EUR 1 000 000

  • You have your own existing charity or foundation supporting children in the wider sense? Together we can set up a tailored program through which you support your own foundation and at the same time benefit of being part of the Optimus Foundation Network

Succession planning

  • You can include UBS Optimus Foundation Deutschland in your succession planning (bequests, life insurance, etc.)

Beneficiary Account:

UBS Optimus Foundation Germany
UBS Europe SE
Donation in Euro - IBAN: DE27 5022 0085 2245 6910 14
Donation in Swiss Francs – IBAN: DE05 5022 0085 2245 6901 49
BIC: SMHBDEFF

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Hong Kong

Direct donations

Whether large or small, every donation makes a difference. We offer various options when you make a direct donation to the UBS Optimus Foundation - from general unrestricted donations to tailor-made projects. Your UBS client advisor and the experts from the UBS Optimus Foundation are happy to provide you with further details and advice.

Foundation Management

We can partner with your personal charitable foundation, by offering strategic development planning and professional project portfolio management through UBS Optimus Foundation. Please contact your UBS client advisor for more details.

Bequests

If you would like to make a request to the UBS Optimus Foundation in your will, your UBS client advisor will be happy to help you find a solution that meets your needs.

Tax deductions

Donors resident in Hong Kong:

Donations to the UBS Optimus Foundation may be deducted from income tax. Donors will automatically receive a donation certificate at the end of the fiscal year.

Donors resident outside Hong Kong:

Please contact your local tax advisor, who will be happy to provide you with information.

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Singapore

Direct donations

We accept donations from UBS Wealth Management clients wishing to donate to a UBS Optimus Foundation program in Singapore.
Your UBS Client Advisor and the experts from the UBS Optimus Foundation are happy to provide you with further details and advice.

Foundation Management

We can partner with your personal charitable foundation by offering strategic development planning and professional project portfolio management.
Please contact your UBS Client Advisor for more details.

Tax deductions

As a registered grant-maker under the Inland Revenue Authority of Singapore, we are permitted to grant tax credits to Singapore taxpayers for donations directed to Institutions of Public Character approved by the Commissioner of Charities.

United Kingdom

UBS client donations

The UBS Optimus Foundation UK will accept donations from UBS Wealth Management clients resident in the UK. All other client domiciles require case-by-case review. Donations from UK tax payers to UBS Optimus Foundation UK are eligible for Gift Aid and tax relief. Your UBS client advisor and the experts from the UBS Optimus Foundation are happy to provide you with further details and advice.

Employee donations

Employees can give to UBS Optimus Foundation via their UBS Payroll (GAYE) account: a tax-efficient and effortless way to donate funds to a UK registered charity, directly from salary. Through the scheme, the charity gets the tax that employees would otherwise have paid. Also, by using Give As You Earn (GAYE), the donation will be automatically matched by UBS Optimus Foundation (usually at 10%) depending on annual budgets. Through Give As You Earn you can make a one-off or a repeat donation.

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United States

UBS client donations

UBS clients are able to make charitable contributions to the Friends of UBS Optimus Foundation Fund through a collaboration with National Philanthropic Trust. Donations can be made from your donor advised fund, private foundation, or any UBS account. Your donation can be an unrestricted donation, it can be made for a specific program, or it can be directed to our health, education, protection or environmental portfolios.

To make a donation, please see the client donor form (PDF, 120 KB) and contact your UBS Financial Advisor or UBS contact to learn more.

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