Insights

Experience more – join us one of our Philanthropy Insight trips, attend exclusive events and learn more about the Global Philanthropists Community.

Just ask your advisor at UBS for more information and if these services are available for you.

How you can get involved

Events

We host a number of philanthropy-themed events each year. Featuring insights from our own experts and other leading industry figures.

Insights trips

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

Thought leadership reports

We publish thought-leadership materials to bring you insights on everything from global trends to new giving initiatives.

The Global Philanthropists Community

An exclusive members-only network supported by UBS. Though a private online portal and dedicated gatherings, it connects active philanthropists who share similar interests.

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Events

Webcast: The role of strategic philanthropy in the fight against COVID-19

How can strategic philanthropy support the response in developing countries? What is the role of philanthropy in building more resilient health
systems that can withstand future shocks? What does evidence tell us about how we can make sure philanthropy benefits those who are most in need?

We warmly invite you to our webcast together with Phyllis Costanza, Head UBS in Society and CEO UBS Optimus Foundation, one of today's greatest economic minds, Nobel Laureate Michael Kremer, and a world leader in healthcare access, physician Raj Panjabi.

Date: Thursday, April 16, 2020
Time: 08:00 (ET), 13:00 (GMT), 14:00 (CET)


 

Insights trips

These trips are a chance to see the great work that is being done on some of the most impactful programs around the world. You will see the challenges they face, the progress being made and the ambitious plans they have for the future.

Phyllis Costanza, Head UBS Philanthropy and CEO UBS Optimus Foundation

Join us

Sharing your ideas and experiences will help you shape your plans and make them work. The trip is also a good way to show younger members of your family how wealth and philanthropy can change the world. It’s a great lesson to learn.

You'll get a detailed itinerary and will be escorted to every program by local experts and members of the UBS Optimus Foundation team.

Discover more about our Philanthropy Insights trips – download the brochure

Upcoming Philanthropy Insights trips

  • 2 - 6 March 2020, Liberia

Interested in joining? Send us an email or get in touch with your client advisor.


See the impact for yourself – over the course of 5 days, you'll:

Meet local communities.

Visit UBS Optimus Foundation partners.

Learn about how some of our most innovative partners have revolutionized the role of philanthropy.

Meet like-minded people who are passionate about solving world problems.


What our clients say

Thank you very much for including me on the trip to Liberia. The entire experience was inspiring, fun, informative, productive, and well organized. [You] did an amazing job with the trip logistics, pacing, and safety... [and were] especially impressive leading and moderating the session with former President Ellen Johnson Sirleaf, and the mere fact that she took time to join us is ample testament to the reputation you’ve all built for UBS Optimus.

UBS client and guest on Philanthropy Insights trip to Liberia, 2018

It was incredibly insightful as a quick tour of a country could possibly be. I enjoyed everyone’s company on the trip; guests and UBS team members. I think it was interesting to observe the different client perspectives. The projects were all amazing and really worthwhile to see, especially with background and in-depth discussion from founders and project directors.

UBS client and guest on Philanthropy Insights trip to Nepal, 2018

My own philanthropy strategy was empowered and informed. Not just from conversing with and learning from my peers who accompanied me on the trip, but also from unique first-hand insights, anecdotes, and dialogue with project partners on the ground.

UBS client and guest on Philanthropy Insights trip to India, 2017

High potential programs

Each program is supported by the UBS Optimus Foundation and has been identified as high potential – they’re all seeking to increase their reach and impact through funding from our clients and UBS.

 

Thought leadership reports

We offer you access to dedicated philanthropic research and a global network of platforms, where philanthropists meet to exchange ideas.

 

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.

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

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: 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.

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.