Charitable giving
Set up your Donor-Advised Foundation and achieve your charitable goals today
There's a smart and easy way to give to charity – through the UBS UK Donor-Advised Foundation (DAF). It’s a UK charity under which you establish a charitable account in a tax-efficient wrapper. This lets you donate to UK-registered and exempt charities, like universities.
The DAF is an excellent, cost-effective and simple alternative to setting up your own private charitable foundations or grant-giving charities.
UBS brings extensive experience and expertise in philanthropy and wealth management, and has been recognized as a leader in global philanthropy services.1
Whatever your philanthropic objectives, we can help you manage and achieve your charitable contribution goals in a simple and effective way through the UBS UK Donor-Advised Foundation (DAF).
The UBS UK Donor-Advised Foundation offers you a truly flexible way to make charitable donations to your favourite causes. Whether you want to give money now or let it grow to give away later, you can manage your DAF easily and effectively.
Simplicity and flexibility
We handle all the administration at no cost to you. You can choose the charities you want to support with grants of any size, as often as you wish.
Anonymity
We protect your privacy with the option to make grants to charities anonymously.
Charity tax relief
We'll add to your UBS DAF any tax we can reclaim on your charitable donations.
Family oriented
Nominated family members, both during your lifetime and after you pass away, can run your DAF and make charitable donations from it.
Please watch our video, where Tom Hall, Head of Philanthropy Services UK explains more about the benefits of charitable giving through our UBS UK Donor-Advised Foundation.
If you can answer yes to some or all of these questions, the UBS UK Donor-Advised Foundation might be right for you:
- Do you have charitable giving goals, such as donating a percentage of your wealth to children's charities?
- Would you like the option to make charitable donations anonymously?
- Would you like to involve your family in your charitable contributions and decisions?
- Would you like a charitable fund that continues after your death?
- Would you like the flexibility to review and change the charities you give to?
- Are you unsure about which charities to support but know that you want to put money aside now for philanthropic purposes?
For the next steps, please contact your client advisor for guidance on establishing your UBS DAF tailored to your charitable giving preferences.
Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.
UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
