Wish to Donate? Here is how

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

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 

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.

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

Any amount

Any amount you donate can go towards your portfolio choice: health, education, child protection, or emergency relief.

From EUR 80 000

  • You can choose for your donation to go to a specific program from our portfolio.

From EUR 1 000 000

  • You can support a program tailor-made for you.
  • Your donations to the Foundation's basic assets can stay there permanently. The returns these assets generate will then flow into the programs supported by the Foundation.

Succession planning

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

Beneficiary Account:

UBS Optimus Foundation Germany
UBS Europe SE
IBAN: DE27 5022 0085 2245 6910 14
BIC: SMHBDEFF

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.

Requests

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.dvisor will be happy to help you find a solution that meets your needs.

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. Through Give As You Earn you can make a one-off or a repeat donation.

United States

UBS client donations

UBS Wealth Management Americas 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. The minimum amount is 5,000 US dollars, and it can be an unrestricted donation, or it can be directed to our health, education or protection portfolios. To learn more about making a donation, please contact your UBS Financial Advisor. Please consult your tax advisor to learn if your contribution may receive a tax deduction.


Important: No online donations will receive a tax deduction.