Guide Your Clients to Smart Giving With the UBS Charitable Giving Toolkit

Your clients with charitable intentions might not realize all of the options they have for strategic giving, or how those options can help them reach their long-term financial goals. The tools on this page will equip you to explain the ways you and UBS can make your client’s giving more efficient, effective and sustainable.

The UBS DAF Advantage

UBS is positioned to make opening a DAF easy for your clients. We have a direct relationship with a 501(c)(3) nonprofit that can serve as the sponsoring charity for DAFs, charging industry-low administrative fees and allowing your clients to work with you to make investment decisions relating to their DAFs.

Help Clients Access the Benefits of DAFs

With the tools on this page, you can efficiently explain Donor-Advised Funds to clients and help them set up DAFs, allowing them to take full advantage of these increasingly popular vehicles for smart, impactful charitable giving.

The Tools at Your Disposal:

  • Donor-Advised Fund (DAF) basics
  • How to open a DAF account
  • How RCF works with you
  • Frequently Asked Questions
  • Real DAF client success stories

How to Open a DAF Account

Learn the steps for establishing a DAF for your client, depositing funds and putting the DAF into action. Enter your email and we will send you the steps to create a UBS DAF.
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