Giving programs, when structured in thoughtful and creative ways, can significantly change lives and communities. So, how can we help you make an impact?

 

At UBS, our Financial Advisors will help you focus on what you would like to achieve with your giving, and align that passion with a personalized and effective philanthropic plan of action. For example, annual gifts to your charity of choice or your participation in fundraising campaigns are certainly options.  We can help you structure these donations to be part of a comprehensive approach to philanthropy that optimizes gifts as part of your overall wealth management plan.

 

We also recognize that philanthropy is about giving your time.  As you share your time and talent by serving on boards we can also help your charity develop a financial strategy that can include everything from investments to planned giving.