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With so many social issues, with so many obstacles, what does it take to create a lasting, positive change in the world? The UBS Philanthropy Compass offers step-by step guidance on the philanthropic journey, uncovering answers to the many questions along the way.

Top Takeaways

  1. Philanthropy is a fluid concept that engages one or more approach: adding resources, building capacity, and campaigning for change. Discover what approach mix is best suited for your vision.
  2. When getting started, the first step is to find potential opportunities and partners, and to assess that they are the right fit for you.
  3. Practical considerations for evaluating your impact include: define clear objectives, give partners the flexibility to innovate, and share successes and lessons learned.
This companion asks the key questions any philanthropist should consider. It guides you through them in a logical sequence to trigger and structure thinking, whether you are new to the field or a seasoned philanthropist reviewing previous assumptions.

Silvia Bastante de Unverhau, Head of Philanthropy Advisory
UBS