Social Impact & Philanthropy
Maximize your impact, locally, nationally and globally
We have 25+ years of track record and applying
an investment-based approach, our global team
makes it simpler for you to get engaged and
maximize your impact through giving or
investing.
Contribute to an impact economy
Deliver large scale social enviromental and commercial impact
Drive a purpose-led UBS culture
Insights and experiences
Discover the latest research, guides, stories, and impactful projects from our world of social impact. Attend exclusive events, trips and networking opportunities with people and experts who share your passion for change.
Philanthropy advisory
Our experienced advisors are here to help you in creating a philanthropy strategy that aligns with your values and maxomizes your positive impact. Whether you’re an individual or family, business leader or entrepreneur, philanthropist or investor, we provide tailored advice to make your giving journey both fulfilling and effective.
Execution solutions
Our expert team is dedicated to turning
your philanthropic aspirations into
real-world solutions. From access to
high-impact grantmaking, social finance
tools, to collaborative philanthropy and
donor-advised funds. We offer end-to-end
solutions that ensure your resources
create lasting change.
Defining a philanthropic vision
The situation: Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s UBS Client Advisor brought together members of the UBS Social Impact & Philanthropy team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany
and Paul were able to define their specific
interests and intentions. These became the
basis for a comprehensive philanthropic
strategy that included setting up a private
foundation with a plan to involve their two
children and allow the family to direct
gifts where they determined they would have
the most impact.
Tapping into collective philanthropy
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his UBS Client Advisor, John met with members of the UBS Social Impact & Philanthropy team who introduced him to the UBS Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidence
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to
join the UBS Climate Collective, which is
focused on building coastal resilience, one
of the most affected areas and where
promising solutions exist.
Defining a philanthropic vision
The situation: Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s UBS Client Advisor brought together members of the UBS Social Impact & Philanthropy team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany
and Paul were able to define their specific
interests and intentions. These became the
basis for a comprehensive philanthropic
strategy that included setting up a private
foundation with a plan to involve their two
children and allow the family to direct
gifts where they determined they would have
the most impact.
Tapping into collective philanthropy
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his UBS Client Advisor, John met with members of the UBS Social Impact & Philanthropy team who introduced him to the UBS Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidence
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to
join the UBS Climate Collective, which is
focused on building coastal resilience, one
of the most affected areas and where
promising solutions exist.
Defining a philanthropic vision
The situation: Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s UBS Client Advisor brought together members of the UBS Social Impact & Philanthropy team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany
and Paul were able to define their specific
interests and intentions. These became the
basis for a comprehensive philanthropic
strategy that included setting up a private
foundation with a plan to involve their two
children and allow the family to direct
gifts where they determined they would have
the most impact.
Tapping into collective philanthropy
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his UBS Client Advisor, John met with members of the UBS Social Impact & Philanthropy team who introduced him to the UBS Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidence
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to
join the UBS Climate Collective, which is
focused on building coastal resilience, one
of the most affected areas and where
promising solutions exist.
Defining a philanthropic vision
The situation: Tiffany and Paul had recently sold a highly successful pharmaceutical services company they had spent years building. In looking to define their purpose beyond the business, they wanted to develop a plan to expand their philanthropic giving.
The solution: The couple’s UBS Client Advisor brought together members of the UBS Social Impact & Philanthropy team to help think through important questions around the couple’s philanthropic vision. These included looking at:
- What areas and specific issues were important to the couple
- Their patterns of giving in the past, including average size and type of assets
- How they want to be remembered
- Other family members they may want to involve
Based on a series of conversations, Tiffany
and Paul were able to define their specific
interests and intentions. These became the
basis for a comprehensive philanthropic
strategy that included setting up a private
foundation with a plan to involve their two
children and allow the family to direct
gifts where they determined they would have
the most impact.
Tapping into collective philanthropy
The situation: John had received a sizeable inheritance and, as an avid diver and nature enthusiast, was looking to create the largest impact he could in terms of saving the world’s oceans. He was interested in collaborating with other philanthropists and organizations to move the needle on this cause.
The solution: Together with his UBS Client Advisor, John met with members of the UBS Social Impact & Philanthropy team who introduced him to the UBS Optimus Foundation. The foundation offers three ready-made opportunities to practice collective philanthropy, which offers several benefits, including:
- Working with people with shared interests and determination to solve an issue
- Participating in a learning experience with peers to boost knowledge, skills and confidence
- Connecting with powerful people, organizations and solutions to magnify efforts
After several discussions, John decided to
join the UBS Climate Collective, which is
focused on building coastal resilience, one
of the most affected areas and where
promising solutions exist.
Global Philanthropists Community
Our members only network connects you to
other UHNW philanthropists and gives you
access to exclusive events, insights and
resources.
UBS Collectives
Experience the power of collective
philanthropy! Pool your resources with
other clients and team-up with our
vetted partners to drive systemic change
while benefiting from a two-year
learning journey.
UBS Optimus Foundation
Our independent foundation staffed by
world-class expert works with clients,
employees and partners to drive systemic
and catalytic impact for the most
marginalized communities, especially for
children and young people.
UBS Global Visionaries
Get introduced to and collaborate with
leading social entrepreneurs from around
the globe.
Faith in Philanthropy
Join a community exploring the
intersection of faith and giving.
Through shared human values you can
support faith-based organizations
together.
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Scaling solutions together
on UBS Global VisionariesRead more about the power of philanthropy in the UBS Optimus Foundation Annual Review 2023.
View report -
Supporting great vision
on UBS Global VisionariesRead the review of our UBS Global Visionaries program based on feedback from over 70 of the world’s leading social entrepreneurs.
Download PDF -
Maximize your impact
Our new UBS Philanthropy Compass is out nowOur new UBS Philanthropy Compass is out now
Explore UBS Philanthropy compass -
Change the world. Together.
UBS Collectives PhilanthropyHow UBS Collectives can help you solve the planet's biggest challenges
Learn more -
Learn to maximize your impact
Philanthropy academyOur UBS Philanthropy Academy will help you to approach your philanthropic giving with a more strategic lens.
Enroll now -
Emergency Philanthropy
Emergency PhilanthropyWe currently have active emergency funds that are supporting pre-vetted partners on the ground.
Donate Now -
Learning for life
Learning for lifeA guide for philanthropists and changemakers to bring quality education to all
Read more
Let's talk
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