UBS Financial Services

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Standard site maintenance will be performed starting Tuesday, June 30th between the times of 8:00PM EDT to 11:00PM EDT. The site may be unavailable or experience temporary disruptions during this time.

Welcome to the UBS Renaissance Charitable Foundation Donor-Advised Fund Program. 

icon New to RCF DAF? 

Open your first account by clicking Open A DAF Account in the upper right corner of this page. 

Before you begin, these resources will help you get familiar with the program: 

Donor-Advised Fund Program Circular

How to Open An Account

Investment Policy Statement

icon Logging In for the First Time? 

On first login, create your password and complete a one-time MFA setup, including verifying your email address.  

If your setup link expired or didn’t arrive, click Login, then Create/Reset Password and use the email from your DAF application—no need to call. 

DFX Donor User Guide

icon Already Have an Account? 

You can reset your password anytime on your own. Simply click Login, then Create or Reset Password and follow the prompts.  

If you haven't already, you may need to set up Multi-Factor Authentication (MFA). 

  1. Enter your credentials. You'll be briefly returned to the login page.
  2. Check your email for a verification message and verify your account.
  3. Once verified, log in one more time.
  4. Choose your preferred MFA method: phone number or authenticator app.
  5. Verify your identity using the code sent to you.

Going forward, you'll see a single login button each time you sign in. 

The UBS Donor Advised Fund serves as an effective, flexible and efficient means of meeting your charitable goals. The fund is designed to simplify your annual giving by allowing you to contribute appreciated assets when you feel the timing is right, and then make grants over time - to the charities of your choice.