Trusts and foundations
Flexible solutions tailored to your needs
There's a smart and easy way to give to charity – through the UBS Jersey Donor-Advised Foundation (DAF). It’s a Jersey charity under which you establish a charitable account in a tax-efficient wrapper. This lets you donate to Jersey-registered and exempt charities, like universities.
The DAF is an excellent, cost-effective and simple alternative to setting up your own private charitable foundations or grant-giving charities.
UBS brings extensive experience and expertise in philanthropy and wealth management, and has been recognized as a leader in global philanthropy services.1
Whatever your philanthropic objectives, we can help you manage and achieve your charitable contribution goals in a simple and effective way through the UBS Jersey Donor-Advised Foundation (DAF).
The UBS Jersey Donor-Advised Foundation offers you a truly flexible way to make charitable donations to your favorite causes. Whether you want to give money now or let it grow to give away later, you can manage your DAF easily and effectively.
Simplicity and flexibility
We handle all the administration at no cost to you. You can choose the charities you want to support with grants of any size, as often as you wish.
Anonymity
We protect your privacy with the option to make grants to charities anonymously.
Charity tax relief
We'll add to your UBS DAF any tax we can reclaim on your charitable donations.
Family oriented
Nominated family members, both during your lifetime and after you pass away, can run your DAF and make charitable donations from it.
Please watch our video, where Tom Hall, Head of Philanthropy Services explains more about the benefits of charitable giving through our UBS Donor-Advised Foundation.
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If you can answer yes to some or all of these questions, the UBS Jersey Donor-Advised Foundation might be right for you:
- Do you have charitable giving goals, such as donating a percentage of your wealth to children's charities?
- Would you like the option to make charitable donations anonymously?
- Would you like to involve your family in your charitable contributions and decisions?
- Would you like a charitable fund that continues after your death?
- Would you like the flexibility to review and change the charities you give to?
- Are you unsure about which charities to support but know that you want to put money aside now for philanthropic purposes?
For the next steps, please contact your client advisor for guidance on establishing your UBS DAF tailored to your charitable giving preferences.
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Wealth planning
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Philanthropy services
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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.
UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.
