Our services for non-profit organisations
Foundatio supports non-profit organizations (foundations, NPOs, NGOs, associations and other charitable entities) by providing guidance across their entrepreneurial activities, strategic decisions and organisational considerations.
We operate independently of capital and investment interests. To address the challenges faced by foundations and non-profit organizations effectively and cost-efficiently, we combine the essential factors of quality, integrity and creativity.
We place great importance on developing a deep understanding of our clients’ organizations and providing independent support. Together with you, we approach our mandates with creativity and determination to achieve optimal results.
Our services
Use of funds & charitable status
Secure the long-term success of your foundation through transparent use of funds and a sustainable financial strategy. We support you in deploying resources in accordance with statutory requirements, ensuring regulatory compliance, and structuring capital in a way that sustainably supports your mission.
Advisory on the use of funds
We support you in using your funds in full compliance with your statutes and applicable tax regulations. Regular reviews of the use of funds to ensure the continuous fulfillment of the charitable purpose.
Preparation of proofs of use of funds
Together with you we prepare the required proofs of use for donations and grant funding, ensuring compliance with the requirements of tax authorities and foundation supervisory bodies.
Investment strategy for foundations
Together with you we develop a sustainable investment strategy that balances risk mitigation with long-term return optimization. This includes the implementation of diversification strategies and the evaluation of alternative investment approaches.
Budget planning and financial structure
Together with you we develop a clearly structured budget that transparently presents income and expenses and aligns with your statutory objectives. We also provide recommendations to improve cost control and operational efficiency.
Cash Flow Management
A foundation’s cash flow must be continuously monitored to ensure sufficient liquidity for the implementation of projects and programs. Appropriate revenue sources and fundraising activities must be secured – and this is where we support you.
Documentation & records management
Proper documentation is essential to record all expenditures and to ensure transparent and compliant use of funds.
Annual reports & documentation
Fulfill your accountability obligations professionally and transparently. We support foundations in the preparation of annual reports that meet all legal requirements while strengthening the confidence of donors, supervisory authorities, and the public.
Preparation of the annual report
Together with you we prepare the annual report for donors, supervisory authorities and the public. The focus is not only on presenting financial figures, but also on clearly communicating achieved results and the use of funds.
Evidence of purpose fulfillment
We also review the report with regards to the achievement of the foundation’s statutory objectives and support improvements in the documentation and evaluation of projects and programs.
Compliance & Risk Management
Minimize risks and safeguard the future of your foundation. We develop tailored compliance and risk management frameworks that ensure transparency, meet regulatory requirements and effectively protect your foundation’s capital.
Processes for the use and control of funds
We support the review of internal processes and identify areas for improvement, such as implementing control mechanisms to prevent the misallocation of resources.
Risk Management
In the context of larger projects or new revenue streams we support the ongoing monitoring of risk management to ensure that no financial or legal risk arise.
Compliance
We support you in meeting extensive transparency and compliance requirements. We are also happy to work with you to establish a robust compliance structure within your foundation.
Capital preservation & sustainable grantmaking strategy
Preserve the foundation’s assets while simultaneously ensuring effective funding. We develop strategies that combine capital preservation, risk minimisation and sustainable use of funds, enabling your foundation’s purpose to be fulfilled in the long term.
Sustainable capital preservation for foundations
Together we develop long-term distribution policies that support sustainable financial management.
High distribution vs. capital preservation
We support you in finding the right balance between preserving capital and making the distribution necessary to fulfil the foundation’s purpose.
Strategic use of funds and income allocation
Together with you we develop clear guidelines for the use of investment income.
Special services
- Interim Management
- Crisis Management
- Process optimization for foundations
- Partner screening & due diligence for foundations
- Digitisation of financial processes for start-ups