Are you interested in giving to charity? Are there social or environmental issues that you or your family would like to help address? Are you looking for an efficient way to manage your charitable donations?
There's a smart and easy way for UBS UK clients to give to charity – through the UBS UK Donor-Advised Foundation (DAF). It's a UK charity that enables you to establish an account under its umbrella. This allows you to recommend grants to UK-registered and exempt charities, such as universities. The UBS UK DAF offers an excellent, cost-effective, and simple alternative to setting up your own private charitable foundation or grant-giving charity.
A DAF, or donor-advised foundation, is an increasingly popular alternative to setting up a charitable foundation, avoiding the administrative and financial burden that is normally involved with this kind of vehicle.
A DAF is a unique giving vehicle that allows donors to make charitable contributions, claim tax relief and Gift Aid (where eligible), and recommend donations when they are ready to do so. It provides a simple, cost-effective and flexible way to donate to your chosen 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 UK Donor-Advised Foundation (DAF).
The UBS UK Donor-Advised Foundation offers a truly flexible way to make charitable donations to your favourite causes. Whether you want to give money now or let it grow to give away later, you can manage an account with the UBS UK 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
During your lifetime nominated family members can run your DAF and make charitable donations from it. If you wish, any residuals assets upon your passing can also be determined by a nominated members.
Please watch our video, where Tom Hall, Head of Philanthropy Services UK explains more about the benefits of charitable giving through our UBS UK Donor-Advised Foundation.
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- UBS does not give tax, legal or accounting advice. You should consult your independent tax/legal advisers and accountant for specific advice based on your specific circumstances before entering into, refraining from entering into or exiting any investment, product, structure or planning.
- Investment management fees will apply to assets under management.
- Donations to overseas charities can also be supported by arrangement with an external provider.
- The price and value of investments and income derived from them can go down as well as up. Capital held in this account is therefore at risk.
UBS UK Donor-Advised Foundation. A UK Registered Charity. Charity number: 1153551
