UBS Public Charity UBS Optimus Foundation Expands Programs in United States Providing Clients Tax-Advantaged Giving Opportunities via United States-Based Programs in Education, Health, Environment, Emergency Response & Resilience, UBS Covers All Administrative Costs of UBS Optimus Foundation Ensuring 100% of Donations are Channelled to Support Programs & UBS Providing 10% Match on Client & Employee Donations, Foundation Now Accepts Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs)
22nd June | Hong Kong
UBS public charity UBS Optimus Foundation has expanded the programs in United States providing clients tax-advantaged giving opportunities via United States-based programs in education, health, environment, emergency response & resilience. UBS covers all administrative costs of UBS Optimus Foundation ensuring 100% of donations are channeled to support the programs, and with UBS providing a 10% match on client & employee donations. The UBS Optimus Foundation now also accepts Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs). Announcement (16/6/25): “UBS today announced the expansion of the UBS Optimus Foundation offering in the US. The foundation, a client-facing giving platform that supports clients’ philanthropic goals through flexible, tax-advantaged giving solutions now provides access to an expanded portfolio of programs across the United States in addition to the full portfolio of existing global programs. Clients can support a suite of national-scale programs, sourced and vetted by a team of dedicated philanthropic experts, that advance solutions across education, health, the environment, and emergency response and resilience. The UBS Optimus Foundation continues to expand its US portfolio and now has 15 nonprofit partners on the front lines of the country’s most pressing challenges. UBS covers all administrative costs of the Foundation, ensuring 100% of each donation received supports the Foundation’s programs and mission. UBS will also provide up to a 10% match on client and employee donations to both incentivize and magnify the impact of giving (subject to availability). As a registered 501(c)(3) public charity, the UBS Optimus Foundation US provides enhanced capabilities for clients, including now being able to accept Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs).”
“ UBS Public Charity UBS Optimus Foundation Expands Programs in United States Providing Clients Tax-Advantaged Giving Opportunities via United States-Based Programs in Education, Health, Environment, Emergency Response & Resilience, UBS Covers All Administrative Costs of UBS Optimus Foundation Ensuring 100% of Donations are Channelled to Support Programs & UBS Providing 10% Match on Client & Employee Donations, Foundation Now Accepts Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs) “
Bea Martin, UBS Group Executive Board Lead for Sustainability & Impact: “At UBS, we believe wealth management and philanthropy are deeply intertwined, and we are proud of our long track record in this field. We help to connect philanthropists and investors with impactful organizations and social entrepreneurs. Expanding access to philanthropic opportunities will make it easier for our clients to create meaningful, lasting impact across their local communities.”
Robert Karofsky, UBS Co-President of Global Wealth Management and President Americas, and Executive Chair of the UBS Optimus Foundation US: “As we continue to invest in our US business, we are pleased to be able to bring our US clients a truly differentiated philanthropic offering that puts their personal giving needs and preferences first. Expanding the Foundation’s presence in the US enables our clients to easily support the causes and communities most important to them, through a network of leading nonprofit partners, facilitated by a streamlined and flexible philanthropic experience.”
Sarah Salomon, Head of Sustainability and Impact Americas, UBS: “This enhanced offering was built with our clients’ needs at the center – from a simplified giving process and expanded access to US nonprofit partners catalyzing tangible change across our country. We’re offering a high-integrity solution that makes it easy for clients to support the causes they care about most, backed by rigorous vetting, transparent reporting, and the opportunity to amplify their impact through UBS’s matching contribution.”
UBS Optimus Foundation – Established 25 years ago, the UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that offers UBS clients a platform to use their wealth to drive positive social and environmental change. The Foundation selects programs that have the potential to be transformative, scalable, and sustainable. The UBS Optimus Foundation’s US programs complement the Foundation’s 300+ global programs in 75+ countries.
UBS – UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
UBS Public Charity UBS Optimus Foundation Expands Programs in United States Providing Clients Tax-Advantaged Giving Opportunities via United States-Based Programs in Education, Health, Environment, Emergency Response & Resilience, UBS Covers All Administrative Costs of UBS Optimus Foundation Ensuring 100% of Donations are Channelled to Support Programs & UBS Providing 10% Match on Client & Employee Donations, Foundation Now Accepts Required Minimum Distributions (RMDs) from IRAs as Qualified Charitable Distributions (QCDs)
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