Team up with us The Credit Suisse Competence Center Charitable Foundations

The Credit Suisse Competence Center Charitable Foundations

Credit Suisse has been committed to the charitable foundation sector for over 20 years. Our wealth of experience, coupled with the expertise of our specialists, means we are ideally placed to help foundations leave their mark in a sustainable manner.

The Credit Suisse Foundation Guide – a compact collection of practical advice

The Credit Suisse Foundation Guide offers founders, member of boards of foundations, and anyone who is interested in philanthropy interesting and practical advice on the formation and professional management of foundations.

The guide provides guidance on the following topics:

  • Formation of a foundation
  • Effective foundation governance and management
  • Alignment of foundation activities with the foundation’s purpose and goals
  • Asset management of a foundation.

Download the Foundation Guide (PDF)

Our offering for the foundation sector

We are at the cutting edge of an increasingly professionalized sector, offering customized solutions to enable charitable foundations to meet their objectives. Last but not least, by ensuring that a foundation's investment activity is perfectly geared to its needs and objectives we can make a significant contribution to its long-term effectiveness.

Foundation expertise

  • With their proven experience in foundation management and expertise in foundation law, our team of experts will be your reliable partner at all times.
  • You will enjoy direct access to our broad network of established foundations as well as foundation specialists to enable the exchange of ideas.
  • Through our range of dedicated training and development programs, we will help you ensure successful foundation management. Training is given by prominent representatives from the Swiss foundation scene as well as internal specialists.

Investment expertise

  • On your behalf, we will undertake a sustainability screening of the existing portfolio and compare it with the foundation's purpose. This will ensure your values are given the right focus.
  • We would be happy to advise you on the inclusion of sustainability criteria, or to help you review and prepare the investment regulations.
  • You will receive a customized portfolio solution as well as access to our wide range of investment solutions – tailored to support your foundation's individual objectives.

Arrange a personal consultation

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We look forward to meeting you and are available to answer your questions.
The best way to contact us is by email.