Why choose a trust foundation?
With a trust foundation, you provide targeted support to charitable projects under a single umbrella.
Your intention: to provide targeted support to charitable projects that benefit disadvantaged children and young people worldwide while staying true to your values.
A trust foundation with the ChildInvest Foundation allows you to make a lasting difference. You decide what the foundation’s purpose will be, choosing from the wide range of programs offered by SOS Children’s Villages in more than 130 countries. Under our umbrella, we manage over 50 trust foundations that are dedicated to helping young people shape their own futures the world over.
Your goal: to use your foundation’s assets to maximize the benefits for the projects that you support.
With sustainable investment strategies, we ensure the capital you invest has the greatest possible impact. In doing so, we continue to grow foundation’s assets in a transparent and forward-looking way, investing them effectively and in accordance with ethical principles. There are no additional costs. Nearly all of the income goes toward supporting disadvantaged children and young people worldwide.
What exactly is a trust foundation, and what are its benefits?
A trust foundation combines the key advantages of a legally independent foundation, but is significantly more efficient as it entails considerably reduced administrative costs. Your assets will be managed by a trustee, allowing you to focus entirely on achieving your goals. The ChildInvest Foundation is happy to take on this task for you – reliably and with expertise.
Your benefits
- Tax deductibility (in Germany)
- Opportunities for participation
- Quick and easy to set up (compared to endowments with legal personality)
- Reduced administrative costs
How do I set up a trust foundation with the ChildInvest Foundation?
Whether you’re establishing or managing your trust foundation, you can rely on our expert and personalized advice at every stage. First, we work with you to clarify your intentions for the foundation, its purpose, and all the formalities. Based on this, you determine the name and purpose of your trust foundation. The minimum capital is generally EUR 150,000.
Once everything has been clarified, we will enter into the trust agreement with you, and do the following on your behalf:
- Drafting of the articles of association
- Preparation of all the necessary documents
- Communication with the tax authorities and regulatory bodies
- Application for charitable status
Once successfully established, we will handle all administrative tasks surrounding foundation. There won’t be additional costs for you.
As soon as the capital for the trust foundation has been paid in, you will receive a
tax-deductible donation receipt.
What benefits does the complete package from the ChildInvest Foundation offer for the management of the foundation?
We guarantee the efficient management of your trust foundation’s assets and that they are used to their maximum potential. Based entirely on your preferences, we take care of the following for you:
- Administrative tasks
- Investment and management of the foundation’s assets
- Accounting
- Reporting to the German tax office
- Coordination of tax returns according to German law
- Reporting about supported projects
- Appointment of voluntary committee members
Your tax benefit: The trust foundation’s capital is tax-deductible in Germany up to EUR 1 million, either immediately or over a 10-year period
