Donate

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.

Spain

Donations over 100 Swiss francs will receive a thank you letter, which doubles as a tax receipt.

Emergency Humanitarian Relief October 2023

Please make your donation to the below account of UBS Philanthropy Foundation, and not to UBS Optimus Foundation.

If you wish to direct your donation to a named partner in our fund portfolio, you may mention in the field ‘Message to payee’ the organization of your choice. If this stays empty or unclear, we will allocate your donation to the unrestricted fund and your capital will be allocated to where it is needed most.

Beneficiary: UBS Philanthropy Foundation
Bank: UBS Spain AG, 8001 Zürich
IBAN: CH97 0023 0230 7329 3805 L
SWIFT: UBSWCHZH80A

For donations above CHF 10’000 from other tax domiciles than Spain, please get in touch with ubs-philanthropy-foundation@ubs.com

UBS TWINT

Please use the QR-Code below. 

If you wish to direct your donation to a named partner in our fund portfolio, please indicate the partner’s name in the ’Purpose’ field within the app. If this stays empty or unclear, we will allocate your donation to the unrestricted fund and your capital will be allocated to where it is needed most.

If you would like to receive a tax receipt for your TWINT donation, please send an email to "ubs-philanthropy-foundation@ubs.com" indicating the amount, date and transaction code as well as your full name and address.

qr code for Emergency Humanitarian Relief October 2023

All other donations

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.

For donations up to CHF 1,000 we recommend you use our online tool, to receive your donation confirmation quickly and easily.

Beneficiary: UBS Optimus Foundation
Bank: UBS Spain AG, 8001 Zürich
IBAN: CH49 0023 3233 7000 0070 N
SWIFT: UBSWCHZH80A

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.

qr-code-ubs-optimus-foundation-chf 250
CHF 250
qr-code-ubs-optimus-foundation-chf 100
CHF 100
qr-code-ubs-optimus-foundation-chf 50
CHF 50
qr-code-optimus-foundation-dynamic

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.

Donate your KeyClub points now

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.

Europe

Make a donation

We accept any amount of donations, whether large or small. For donations from German tax residents above EUR 300 we issue a tax receipt.

Note: If you are donating to the current Emergency humanitarian relief fund and wish to direct your donation to a named partner from our fund portfolio, please indicate the name of your partner in your transfer the ‘purpose of cause’ or ‘spendenzweck’. If you do not explicitly name a partner, your donation will be treated as unrestricted and UBS Optimus Foundation will allocate the capital to where it is most needed.

Beneficiary Account:

UBS Optimus Foundation Europe
UBS Europe SE
Donation in Euro - IBAN: DE27 5022 0085 2245 6910 14
Donation in Swiss Francs – IBAN: DE05 5022 0085 2245 6901 49
Donation in Polish Złoty – IBAN: DE12 5022 0085 2245 6903 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.

Bequests

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.

Singapore

Direct donations

We accept donations from UBS Wealth Management clients wishing to donate to a UBS Optimus Foundation program in Singapore.
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.
Please contact your UBS Client Advisor for more details.

Tax deductions

As a registered grant-maker under the Inland Revenue Authority of Singapore, we are permitted to grant tax credits to Singapore taxpayers for donations directed to Institutions of Public Character approved by the Commissioner of Charities.

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 (usually at 10%) depending on annual budgets. Through Give As You Earn you can make a one-off or a repeat donation.

United States

UBS client donations

UBS 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. Your donation can be an unrestricted donation, it can be made for a specific program, or it can be directed to our health, education, protection or environmental portfolios.

To make a donation, please see the client donor form(PDF, 184 KB)* and contact your UBS Financial Advisor or UBS contact to learn more.

You may also contribute directly via credit card for donations under ten thousand. Please note: Our payment processor provides a default automatic receipt for all credit card transactions that you can use for tax purposes. Any gift made through the credit card site is automatically matched 100% for the purposes of the fund you selected. 

Emergency Humanitarian Relief fund

By using the following links you may donate to the UBS Optimus unrestricted fund where your capital will be allocated to where it is needed most or you may direct your giving to a partner of your choice.

Client donor form: *Please note: You may indicate which organization you want your donation to support in Section 3, ‘Project Description’. Example: For the UBS Optimus Foundation Emergency Humanitarian Relief Fund, please write “UBS OF Emergency humanitarian relief fund unrestricted" or for the other partners, please apply the same method in this same section e.g. 2. ICRC, 3. MDA Israel, 4. Anera, 5. UJA Federation’.

Credit card donations:

  1. Unrestricted donations - Emergency Humanitarian Relief October 2023
  2. International Committee of the Red Cross - Emergency Relief October 2023
  3. American Near East Refugee Aid (Anera) - Emergency Relief October 2023
  4. Magen David Adom (MDA) - Emergency Relief October 2023
  5. UJA Federation - Emergency Relief October 2023

Australia

Direct donations

We accept donations from clients of UBS Australia wishing to donate to UBS Optimus Foundation Australia.

Your banker contact at UBS Australia and experts from the UBS Optimus Foundation Australia are happy to provide you with further details and advice.

Employee donations

Employees can give to UBS Optimus Foundation Australia by bank transfer and completing a donation form. Please contact us for more details.

Tax deductions

We are a registered charity in Australia with ACNC. Donations from Australia tax payers to UBS Optimus Foundation Australia are eligible for tax relief.

Other locations

Unfortunately, due to regulatory constraints beyond our control we currently can't accept donations from your location. Visit our Social Impact page to find out how UBS supports communities across the globe.