It feels good knowing you’re making a difference to a child’s life. When you donate through the UBS Optimus Foundation, we can promise your support will make a difference because we only fund projects that focus on the most vunerable children. Also, UBS covers all administrative and wage costs relating to the UBS Optimus Foundation, so 100% of your donation goes directly to the projects.
There are many ways to donate, and if you have any questions we will be happy to answer them.
Tax deductions for persons resident in Switzerland:
Direct donations and income from the Strategy Funds P-C-dist may be deducted from income tax. Please note that maximum and minimum amounts vary from canton to canton. Donations over CHF 100 will automatically receive a donation certificate in January of the following year.
Tax deductions for persons resident abroad:
Please contact your local tax advisor, who will be happy to provide you with information.
Whether large or small, every donation makes a difference. You have tailored options when you make a direct donation to the UBS Optimus Foundation. Do not hesitate to contact your client advisor for further questions. (Please note, amounts over CHF 10,000 can only be transferred from a UBS account).
Donation via UBS e-banking
Beneficiary: UBS Optimus Foundation, 4051 Basel
UBS AG, CH-Basel, Account No. 233-700000.70N
Donation via Client Advisor
Your client advisor will be happy to transfer your donation to the UBS Optimus Foundation account:
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.
UBS Strategy Fund P-C-dist makes investing with your heart and mind particularly easy. As buyer of shares of the UBS (Lux) Strategy Fund P-C-dist you continue to receive the added value generated by the fund's asset growth. 100% of the annual interest and dividend income, however, go to the Foundation. UBS backs your investment additionally by transferring all issuing commissions and the fund's all-in fee to the UBS Optimus Foundation.
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.