Consulting for foundations – general and ongoing advisory

• Assessment of issues concerning statutes
• Preparation and conducting of governing body meetings and resolutions
• Remuneration of governing bodies and foundation employees
• Governance and compliance in foundations
   

Foundation supervisory authorities

• Compliance with disclosure and reporting obligations and co-ordination with the foundation supervisory authority
• Assistance for enquiries of the foundation supervisory authority

Accounting and auditing

• Design of the financial accounting and reporting to the supervisory authority and other recipients
• Preparation of annual accounts
• Statutory and voluntary foundation audits (annual accounts, capital preservation, use of funds, business management) 
   

Tax returns

• Compliance with disclosure and declaration obligations
• Tax transition calculations (sphere limitation, appropriation of funds)
• Tax declaration consulting, tax exemption procedures, tax refund procedures
• Assistance with tax audits from the fiscal authorities
   

Foundation assets

• Preservation of the foundation assets
• Formation of reserves according to foundation law and law governing non-profit organisations
• Investments and reallocations in the foundation assets
   

Projects and use of funds

• Obligations and time limits for the use of funds
• Design and execution of foundation projects, support programmes and other measures for use of funds
• Distribution policy and taxation of beneficiaries
   

Fundraising

• Legal and tax assessment of fundraising activities (e.g. business operations, advertising, fundraising events)
• Donations, sponsoring and other support for the foundation