Why choose Fondation Philanthropia?

Fondation Philanthropia is an umbrella foundation and a registered swiss charity. We can help you achieve your philanthropic ambitions with the added assurance of guaranteed simplicity, security and tailored solutions.

We offer you two options of engagement.

 

Thematic funds

The first is giving to one of our existing thematic funds devoted to one of Fondation Philanthropia’s five issue areas:
• Humanitarian and social action,
• Medical and scientific research,
• Art and culture,
• Education and training,
• Environment and sustainable development.

 

Personal funds

Alternatively, you can create and name together with your friends and family, your own personal fund and supporting the organizations or causes you prefer.

Our value added

Tailored support

Fondation Philanthropia is a flexible and personalized vehicle designed to adapt to the individual philanthropic and financial requirements of donors. Its thematic funds mean that even the most modest gifts, as a result of the pooling of funds, can contribute to supporting large-scale projects. Personal funds allow you to support the cause of your choice and decide on the level of involvement that suits you best.

 

Expertise

We provide you with access to a team of specialists. Working alongside our legal experts, our philanthropy advisers apply strong sector knowledge to identify organizations that dovetail perfectly with your philanthropic ambitions. Our financial experts are also there to help you define investment policies in line with your values and requirements.

 

Security

Fondation Philanthropia offers you a solution you can trust. We guarantee the quality of our partners and ensure optimum use of your grants. As a donor, you receive regular reports, and we take responsibility for every aspect of administrative management, including the relationship with supervisory authorities and external auditors, so that you can serenely focus on your philanthropic engagement.

 

Continuity

With the full backing of Lombard Odier, a 200-year-old banking institution, Fondation Philanthropia is fully committed to long-term thinking. This gives you the opportunity to create an endowment fund that protects the capital and ensures that your philanthropic initiatives have a long-term future underwritten by the Board of Trustees.

 

Cost effectiveness

Fondation Philanthropia, as an umbrella foundation, helps you engage philanthropically without all the costs and administrative requirements of setting up your own foundation. Together, all administration, auditing accounting, legal and philanthropy advisory expenses are set at 0.75% of fund assets for the year (0.5% for funds over 10 million Swiss francs), excluding asset management, and subject to a minimum yearly fee of 3,500 Swiss francs.

 

NB : Fondation Philantropia is a registered charity in Switzerland (tax exemption decision of 21 March 2017 by the Geneva cantonal tax authority). Donors might not be able to benefit from the relevant tax provisions existing in other countries than Switzerland. For more information, please refer to your legal or tax advisor.