Philanthropy advice
Your vision, our expertise
Ever wondered if your philanthropic efforts could make an even greater impact? You’re not alone, being effective is not easy and making informed, strategic decisions for giving and investing is something many of our clients want to explore.
Ever wondered if your philanthropic efforts could make an even greater impact? You’re not alone, being effective is not easy and making informed, strategic decisions for giving and investing is something many of our clients want to explore.
Our comprehensive advisory services are designed to guide you every step of the way, ensuring your philanthropy aligns with your values and creates a lasting impact. Just ask your advisor if these services are available to you.
Individuals and families
Our tailored advisory sessions help you define and share your core values with the next generation, creating a lasting legacy of impact and unity. By helping you engage your network and resources, we empower you to advocate for meaningful causes and make strategic philanthropic decisions that align with your values and passions.
Entrepreneurs and business leaders
With our guidance, you can embed purpose into every aspect of your business, creating a positive impact on both your company and the planet. We can advise you on how to implement high ESG standards, operate sustainably, and set new standards for socially responsible business practices.
Discover our guide on how to use your business for good.
Philanthropists
Our data-driven approach enables you to make strategic philanthropic decisions that have a meaningful and lasting impact on the communities you support. We provide you with the tools and resources to maximize the effectiveness of your charitable giving, ensuring that your contributions create lasting change and support sustainable initiatives.
Investors
Through our sustainable investment strategies, we help you achieve your financial objectives while making measurable and positive impact on the world. Our expertise in social investing, in particular through blended finance, ensures that’s your financial decisions are aligned with your values, creating a sustainable and purposeful investment portfolio.
This could be your journey
This could be your journey
First conversation to understand your needs
We provide preparation material
Workshop
Workshop summary and next steps
Check in
Follow up advisory session
Your role:
Following an introduction to key concepts and approaches to strategic philanthropy, you ll be invited to:
- Work on case studies and exercises
- Participate in group discussions (especially if other family members or non family stakeholders are involved)
Situation
What are the problems or issues you would like to address?
Solutions
How can you identify solutions that work and are cost effective?
Strategy
What are you and your family's broad objectives?
Structure
Do you have the right giving vehicle to maximize your impact?
Sustainability
How can you exit from or sustain the solutions you invest in?
Scale
Can the solution be scaled to maximize reach and impact?
Get your guide: UBS Philanthropy Compass
Our 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.
Whether on your own or with the help of one of our philanthropy advisors, discover how it can guide you in your philanthropic journey.
I had stopped giving as I really wanted to take a break and find my own voice in my philanthropic giving and figure out where I wanted to give and how. During lockdown, we had some time to get on a call with UBS Philanthropy, and as a family they took us on a journey of finding our philanthropic mission and vision and really look at what areas we wanted to give in. It was a really fun and intimate process. I’ve really enjoyed becoming a deeper part of the UBS family and learning to think differently.
Get in touch
Reach out to our team of advisors to learn more about how we can help you use your wealth to make a meaningful difference through strategic philanthropy.
