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