Advice on ongoing foundation management
Foundations have a variety of tasks. Among other things, they must monitor asset management by financial service providers, fulfill their reporting obligations to donors and submit their tax returns on time. They also have to appoint and convene committees.
How we help you
We support you in reconciling the banks' key figures with the question of how many funds the foundation has available each year. In addition, we advise you on the creation of an investment guideline and a prudent use of funds so that, on the one hand, the basic assets are preserved and, on the other hand, statutory purposes can be fulfilled.
We ensure that you are able to provide your sponsors with sufficient evidence of the grants you have received. Together with you, we will consider whether cost center accounting can be used to create documents for grantors. And we remind you of recurring committee meetings and upcoming elections for committee members. We prepare the corresponding minutes and take care of the correspondence with the foundation supervisory authority.