UBS Optimus Foundation | UBS Global

Enriched family-office · Found: 2026-03-11 08:11

UBS Optimus Foundation is a grant-making foundation that offers UBS clients a platform to use their wealth to drive positive social and environmental change ...

Source: https://www.ubs.com/global/en/sustainability-impact/social-impact-and-philanthropy/optimus-foundation.html

Funding Details

Deadline

Unknown — UBS Optimus Foundation is invitation-only/proactive, no open unsolicited calls (Unknown)

Contact

UBS website contact page: https://www.ubs.com/global/en/contact.html

Last Checked

2026-03-15 11:51

Application Checklist

Eligibility

• Organization must demonstrate scalable solutions with potential for systemic, catalytic impact
• Programs must be evidence-based, supported by robust impact evaluations and research
• Must have a clearly defined exit strategy demonstrating long-term sustainability

Project Scope

• Focus areas must align with Health, Education, Climate & Environment, or Humanitarian Aid

Constraints

• Programs are assessed using UBS Optimus Impact Rating Tool (AAA to CCC scale) covering intentionality, measurability, and additionality
• Multi-sector partnerships and collaborative approaches are expected

Historical Context

UBS Optimus Foundation was established approximately 25 years ago (around 1999) as part of UBS's broader social impact strategy. By 2023, the foundation had reached 6.7 million people, managed 370 philanthropic programs across 80+ countries with 270 partner organizations, and raised $328 million in philanthropic donations. The foundation set a target to direct USD 1 billion of philanthropic capital and positively impact over 25 million people by 2025.

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