Donation and grant records
At every step.
Property type
Foundation: for associations and foundations
For foundations, donation, grant and report records are kept transparently. Board-of-trustees decisions and documents are archived in order.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Transparency is a foundation’s assurance
The foundation receives support applications, assesses them and records the decision; grants given and feedback are tracked. Donors, recipients and documents are kept with separate permissions and the report comes from a single data source.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Foundation regulation and supervisory duties depend on the foundation board and supervisory authority; the system provides records.
Frequently asked questions
Can support applications be received online?
Yes; an application form and document upload are defined and an assessment flow set up.
Related topics
Donations
When a donation arrives a donor record is created, a thank-you goes out and a donation receipt is prepared.
Learn moreDocument archive
Statutes, minutes, contracts and reports sit in an orderly archive by permission.
Learn moreReports
Member count, dues collection, event attendance and donations appear on one screen.
Learn more