Are you getting the most out of your giving?

Listen now

Not sure your charitable giving is having the impact you want? You’re not alone. Only 40% of those surveyed about philanthropy for our UBS Investor Watch report are fully satisfied with the results of their giving. Fortunately, there are simple steps you can take to be sure you’re giving with impact.

Listen to a replay of our call with Bill Sutton, Head of UBS Philanthropic Services to find out:

  • The advantages of giving assets instead of cash
  • How to create your own fund for giving
  • Innovative ways the Next Generation is making a powerful philanthropic impact

David McWilliams, Head of UBS Wealth Management Transformation, led this important discussion.

Euromoney has recognized UBS for having the “Best Philanthropy Services in the World” three years in a row, and we’re here to help you. Connect with your UBS Financial Advisor or find a UBS Financial Advisor.

About our speaker series

”Get better at doing good” is part of a special series dedicated to keeping you informed about issues that affect your investing and your life. We invite you to join the conversation live every month to get timely information that can help you make better decisions.

Catch up on previous conversations 

Social Security: It pays to wait

Investing in good is a good idea

Long-term care for the long stretch

A wealth strategy for achieving your goals 

Living better: How to plan for a longer life

This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

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