Philanthropy Academy

Leveraging our 25+ years of expertise, our UBS Philanthropy team and network will empower you to approach your philanthropic giving with a more strategic lens.

About

Are you looking to make a real difference in the world through your philanthropy, but aren’t sure where to turn next? Our Philanthropy Academy offers the knowledge and tools you need to become a more effective change-maker.

Through our philanthropy experts, who have the unique perspective of working in or with the UBS Optimus Foundation, you’ll learn how to create strategies that align with your vales and goals, measure the impact of your giving and much more.

If eligible for membership, you’ll also be offered the opportunity to connect with like-minded individuals in our Global Philanthropists Community and build a network of change-makers who are also committed to having a positive impact in the world.

Modules

01

Embrace your philanthropy

What is philanthropic impact and how to achieve it?

Successful philanthropists must first understand what impact really means in order to get started. Further, it is crucial to know the value of philanthropy and be aware that not all philanthropy is good.

This module looks at the core values: philanthropy and impact.

Lesson 1: Having impact with my wealth – deep dive in philanthropy

Expert: Phyllis Kurlander Costanza
Learning outcomes: You’ll learn how you can drive the change you want to see as individuals or as family, as entrepreneurs, as philanthropists, or as investors.
Class length:
14.12 minutes

Lesson 2: Avoiding more harm than good

Expert: Phyllis Kurlander Costanza
Learning outcomes: You’ll understand that not all philanthropy is good – like with investments, some generate great social returns, others can not only lose money but even make problems worse.
Class length: 17.13 minutes

Lesson 3: Making sure I have an impact

Expert: Tom Hall
Learning outcomes: You’ll learn the terms inputs, outputs and outcomes!
Class length: 17.58 minutes


Experts

Portrait of Tom Hall

Tom Hall

Global Head Social Impact and Philanthropy, CEO UBS Optimus Foundation network

Portrait of Grégorie Muhr

Grégorie Muhr

Head, GSI Insights and Solutions, UBS

Portrait of Maya Ziswiler

Maya Ziswiler

CEO, Roger Federer Foundation

Portrait of Sarah Salomon

Sarah Salomon

Head Group Sustainability and Impact and Head, Family Advisory & Philanthropy Services, Americas, UBS

Portrait of Nalini Tarakeshwar

Nalini Tarakeshwar

Deputy CEO and Head of Programs & Impact Transparency, UBS Optimus Foundation

Portrait of Phyllis Kurlander Costanza

Phyllis Kurlander Costanza

Social Impact entrepreneur

Portrait of Martina Gaus

Martina Gaus

Head of Strategic Partnerships, UBS Optimus Foundation

Portrait of Elizabeth Cribbs

Elizabeth Cribbs

Senior Strategist, Family Advisory and Philanthropy Services Americas

Portrait of Nicole Sebastian

Nicole Sebastian

Senior Strategist, Family Advisory and Philanthropy Services Americas

Portrait of Julie Binder

Julie Binder

Senior Strategist, Family Advisory and Philanthropy Services Americas

Portrait of Dhun Davar

Dhun Davar

Head Social Impact & Philanthropy IN & MEA, Head Social Finance

FAQ