Donate

We aim to 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.

Switzerland

For donations over CHF 100, you will receive a thank you letter, which is also a tax receipt.

Make a donation

Whether large or small, every donation makes a difference. You have tailored options when you make a direct donation to the UBS Optimus Foundation.

Note: If you are donating to the current Emergency flood relief appeal for Spain or UBS Optimus Foundation 25th anniversary campaigns, we recommend to use our online tool where you can donate via TWINT or with your credit card and receive a donation confirmation automatically.

For donations below CHF 10,000 we recommend you use our online tool, to receive your donation confirmation quickly and easily.

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.

Note: If you are donating to the current  Emergency flood relief appeal for Spain  or UBS Optimus Foundation 25th anniversary campaigns via e-banking, please mention it in your ‘Message to the payee’.
 

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

UBS TWINT

Via UBS TWINT, with the below QR-Codes. If you wish to receive a tax receipt, please send an email to "sh-ubs-optimus-foundation@ubs.com" indicating the amount, date and 4-digit transaction code as well as your full name and address.

Note: If you are donating to the current Emergency flood relief appeal for Spain or UBS Optimus Foundation 25th anniversary campaigns via TWINT,  please use our online tool and not the QR-codes below.

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: Tax domiciled clients in Belgium, Greece, Italy, Poland, and Spain, can donate to UBS Optimus Foundation Europe via our partner, the Transnational Giving Fund (TGE)

Note: If you are donating to the current UBS Optimus Foundation’s 25th anniversary initiatives, your donation will be treated as unrestricted and allocated among the four initiatives by our experts. Please use '25 years UBS Optimus' as payment reference when making your donation.

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

BIC: SMHBDEFFXXX

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.

Note
UBS Optimus Foundation 25th anniversary
Your donation will be treated as unrestricted and will be allocated to the different initiatives by our experts.

For more information, contact us.

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.

For UBS staff, click here.

Note: For the UBS Optimus Foundation 25th anniversary, all donations up to USD 10,000 will be matched by 100% and by 25% thereafter until USD 15 million of matched donations have been reached. All donations are treated as unrestricted.

For more information, contact us.

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 Revenuw Authority of Singapore and approved Qualifying Local Intermediaries under Philanthropy Tax Incentive Scheme for Family Offices, we are permitted to grant tax credits to Singapore taxpayers for qualifying donations.

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.

For more information, contact us.

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.

UBS Optimus Foundation 25th anniversary impact appeal

Your donation will be treated as unrestricted and will be allocated to the different initiatives by our experts.

United States

UBS client donations

UBS clients can make charitable contributions to the Friends of UBS Optimus Foundation Fund account at National Philanthropic Trust. Donations can be made from your donor advised fund, private foundation, or any UBS account. Your donation can be unrestricted, applied to a specific program, or 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. 

UBS Optimus Foundation 25th anniversary

By using the following link you may donate to the UBS Optimus Foundation 25th anniversary. Note: your donation will be treated as unrestricted and will be allocated to the different initiatives by our experts.
l Client donor form: Please contact your Financial Advisor who can pre-fill the form on your behalf.  You may indicate the usage of funds within ‘Donation suggestion’ section on page 2. To learn more about specific organizations and/or projects  supported by the UBS Optimus Foundation, please ask your Financial Advisor.

Example: For the UBS Optimus Foundation 25th Anniversary, please write “UBS OF25th Anniversary unrestricted"

If donating from a Foundation or Corporation, a Corporate Resolution is also required.

Credit card donations

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

UBS Optimus Foundation Australia is a registered charity in Australia regulated by The Australian Charities and Not-for-profit Commission (ACNC) and is endorsed as tax deductible as an item 2 Deductible Gift Recipient by the ATO. Donations from Australian taxpayers to UBS Optimus Foundation Australia may be 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.