The UBS UK Donor-Advised Foundation offers you a truly flexible way to donate to your favourite charities. Whether you want to give money now or let it grow to give away later, you can manage your DAF easily and effectively.
Setting it up
Any UK resident and domiciled taxpayer – whether an individual or a company – can open a DAF with a UBS account. It's possible to open a UBS account and choose to only hold assets in the DAF account.
All grants must be made to UK-registered and exempt charities. The trustees must approve all grants in line with charity commission rules. Choose when you wish to make grants to charities and how much you want to give. You can make regular payments, give away income generated in the portfolio or donate lump sums.