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UBS Homepage > Wealth Management US > Planning for a Lifetime > Estate Planning > Protecting & Transferring Wealth > Philanthropy > Donor Advised Funds

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Translating the powerful feelings you have for a charitable cause into a meaningful and satisfying contribution can take more than generosity. It can take making that cause your own and basing your financial donations on achieving specific results—it´s called "strategic philanthropy." As part of an overall wealth management program, the UBS Donor Advised Fund can help ensure your philanthropic passion achieves the optimal outcome while providing immediate tax benefits.

As a donor to the fund, you make an irrevocable contribution, enabling you to receive an immediate federal income tax deduction, and at anytime thereafter, you can recommend grants to charitable organizations. The UBS Donor Advised Fund can also help you:

  • Support your favorite charitable causes meaningfully and specifically
  • Potentially increase your tax benefits
  • Maximize your charitable impact
  • Create an enduring philanthropic legacy


contact a Financial Advisor for more information

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Donor Advised Fund Fact Sheet (162kb)


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