Stay in the know

Thought leadership reports in philanthropy

Share this page
The rise of the impact economy

UBS Philanthropy Compass

Our UBS Philanthropy Compass is inspired by our interactions with families and individuals around the globe who are driven by their passion for making the world a better place. Here, we share what we’ve learned, over the 25+ years we've been walking clients through key questions and considerations. We relay some pitfalls and aim to inspire you to take a more radical approach to your philanthropy through an interactive workbook compass.

The rise of the impact economy

The Rise of the Impact Economy

Read the latest white paper from the UBS Sustainability and Impact Institute on how we’re evolving to the next level in regards to the rise of the impact economy.

Learning for life: A guide to bring quality education to all

Featuring over 30 experts in education and child development, Inside this guide you’ll find concrete tips on how to embrace a holistic approach and will help you consider the part you’ll play in providing inclusive and equitable quality education and lifelong learning opportunities for all.

polar bear on ice

On thin ice - a guide to address climate change

On thin ice is a guide for all who wish to address climate change and combines the expertise of more than 40 climate experts, philanthropists and changemakers, with UBS´s twenty plus years of experience in advising clients on making an effective impact. Find out how you can make a difference.

people planting plants

Good for Business… Business for Good Compass
A practical workbook guide

Maybe you’re wondering how your business might achieve its purpose and maximize its impact. Perhaps you’ve started your journey but got diverted on the way. Or you might be wondering how you can ingrain positive impact in your business for years to come. Whatever your reasons for reading, you’ve come to the right place.

While the compass guides you logically through each step, we know every business is at a different stage on the road to becoming a force for good. So, feel free to read the compass from start to finish, or to peruse the chapters of greatest interest. There’s no wrong way to go.

Ready? Let’s get started.

Empty Life Rafts

We need to help: Thoughtful philanthropy in response to humanitarian crises

Our team of Philanthropy Advisors and UBS Optimus Foundation Program Directors, with over two decades of expertise, offer the most important guidance for impactful giving during humanitarian crises. With this guide, donors can fund the right organizations for the greatest impact. And they can make sure their giving helps both during a disaster as well as on the long road to recovery and be prepared for​ the next crisis.

Women child close-up

Picture of Health: A guide toward better health for all

Picture of Health combines the expertise of more than 25 health experts, philanthropists and changemakers, with UBS´s twenty plus years of experience in advising clients on making an effective impact. Find out how you can make a difference.


Seeds of Change: A guide to protect life on land

This guide combines the expertise of more than 50 environmentalists, philanthropists and changemakers, together with UBS’s 20+ years of experience in advising clients on making an effective impact. Find out how you can take action


Sea beyond the Blue: A guide on the oceans for philanthropists and changemakers

With this guide, we are bringing you over 20 years of experience in advising our clients on strategic philanthropy and the expertise of over 60 ocean experts, philanthropists, and changemakers who shared with us – and now with you – what they feel the priorities for ocean conservation are, what they have learned over the years, and their best tips to help you take impactful actions.


The Global Philanthropy Report

Perspectives on the global foundation sector" is the most comprehensive analysis to date of global philanthropic practices and trends. The report was authored by researchers at the Hauser Institute for Civil Society at Harvard University and funded by UBS.

Creating impact through philanthropy

Creating impact through philanthropy: A Nordic perspective (2017)

A perspective on philanthropy and social investment by wealthy individuals in Denmark, Finland Norway, and Sweden.

Study conducted in partnership with the Swedish Entrepreneurship Forum. Published 2017.

New Values and Vision

Reports: New Values and Vision: Perspectives on Philanthropy in 21st Century China (2017)

An exploratory study of philanthropic giving among China's very wealthy citizens.

Study conducted by Harvard University, available in English, Traditional Chinese and Simplified Chinese.

Philanthropy Compass

Philanthropy Compass

Deciding on how to go about your philanthropy is not always easy and there are many questions to consider. This is why we have created the UBS Philanthropy Compass, a practical guide for you to bring about meaningful change through your philanthropic endeavours.

The Compass is a handbook that can help you to become an impactful philanthropist by discussing the key issues any philanthropist should consider when shaping his or her philanthropy. The Compass guides you through the necessary building blocks and addresses the key questions of how to plan one’s own philanthropy, how to implement it, as well as how to engage with others.

Fundraising guide

Fundraising guide: A resource for philanthropists

Understanding how to access additional resources, how to find funding collaborators and ultimately how to fundraise is a common challenge for many philanthropists. While significant resources exist for professional fundraisers, little exists for philanthropists themselves. For this reason we have developed the Fundraising Guide: A Resource for Philanthropists, to help philanthropists plan, initiate and execute a successful fundraising drive.

This handbook has been developed with philanthropists in mind, to help guide you in your fundraising and resource mobilisation activities. It is designed to lead you on a journey, from asking yourself the key question of why you want to fundraise and in turn why would someone give, to developing and implementing a plan, who to approach and how elicit support.