Donate

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.)
  

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.

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.

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.

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 and contact your UBS Financial Advisor or UBS contact to learn more.

You may also contribute directly via credit card for donations under ten thousand.