UBS Philanthropy Compass

What exactly does making an impact mean? How can you successfully support a solution or program? And is there a way you can collaborate with others to amplify your impact? Find out the answers in our comprehensive compass workbook.

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Inspired by you, created for you.

This UBS Philanthropy Compass is inspired by our interactions with families and individuals around the globe who are driven by their passion for making the world a better place. Here, we share what we’ve learned, over the 25+ years we've been walking clients through key questions and considerations. We relay some pitfalls and aim to inspire you to take a more radical approach to your philanthropy. Our compass is intended to be valuable to a wide range of readers, including:

  • active philanthropists seeking to enhance their knowledge;
  • novice philanthropists looking to inform their approach;
  • philanthropy, family or financial advisors needing a handbook to advance their understanding and share these learnings with clients;
  • those working in the philanthropic and social sector seeking new insights and ideas.

Philanthropy has never had more potential. It’s crucial that philanthropists understand the vital role they play in addressing the global challenges that we collectively face. By educating yourself, seeking help from others and taking smart risks, you can contribute to building a world that works for all.

What will you find in our compass?

How and when to engage in philanthropy

Before we look at how you might engage philanthropically, it’s important to get a sense of all the different ways you can pursue impact. When you decide that philanthropy is one of the right pathways to the impact you want to see, you’ll want to make sure that what you do is strategic. You’ll learn about making an impact, embracing strategic philanthropy and creating lasting impact

Want to start a conversation?

The compass is a great tool for self-reflection in your own time at your own pace. But you don’t have to do all the thinking alone – the compass is most effective when you have the support of one of our specialist philanthropy advisors.

Want to keep learning?

Philanthropy Academy

Leveraging our 20+ years of expertise, our UBS Philanthropy team and network will empower you to approach your philanthropic giving with a more strategic lens through our video module learning journey.