Offer
Services for Foundations
Comprehensive Advice for a lasting Impact
We support you in establishing and managing a charitable foundation or in setting up a dependent foundation fund (donor advised fund of an umbrella foundation). From foundation administration to asset management in line with your foundation's preferences, we are at your side.
Our Services for Foundations and NPOs
We advise you on all legal issues relating to assets, from contractual to procedural issues in the area of tax law:
- Purchase agreements and assignment agreements
- Wills
- Advice on matrimonial property and inheritance law, gift agreements
- Private insurance and pension contracts
- Loan and mortgage agreements
- Advice on the formation of companies
- Advice on the establishment of foundations
For more complex legal issues, we work together with specialised partners.
We take care of application management in accordance with your foundation's eligibility criteria, salary administration for foundation board members, payment transactions, communication with the authorities and, last but not least, the organisation of your foundation board meetings.
We do the bookkeeping for partnerships, associations, finance companies and foundations. We prepare securities accounts and asset consolidations for companies, foundations and private individuals.
Many foundations, NPOs or public corporations wish to manage their assets in the interests of the respective organisation. We advise you on moulding your values into implementable and auditable instructions.
We offer customised sustainability mandates in which the sustainability approach applied is based on your values. The mandate includes a sustainability report and a newsletter on foundation or NPO topics. On request, we can consolidate various assets via our digital platform.
Terms and conditions
We charge a flat fee based on the time and complexity of the mandate. We will be happy to provide you with a detailed quote.
Services included
- Management by Invethos
- Selection of investments
- Ongoing monitoring
- Quarterly adjustment of the investment bandwidths (more frequent adjustments possible in exceptional cases)
- Annual report
Contact persons
Individual Donor Advised Funds under the umbrella of Fondation Génerosité
The charitable fondation generosité enables donors to set up legally dependent funds or endowments under the umbrella of the foundation and to realise projects efficiently. The foundation can also become directly active itself within the scope of its purpose or support existing institutions that pursue the same objectives.
The foundation is committed to the values of human dignity, a responsible approach to the environment, liberal democratic processes, social inclusion and broad access to basic services: food, health, housing, education and work. These values should be preserved not only for the present, but also for future generations. In terms of content, the foundation is guided by the sustainable development goals of the United Nations Development Programme.
"Where money meets meaning, impact comes alive - and that’s our passion."
Beatrice Baumann
Member of the Executive Board
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