{"id":2233,"date":"2024-12-13T08:26:10","date_gmt":"2024-12-13T07:26:10","guid":{"rendered":"https:\/\/auren.com\/de\/?post_type=service&#038;p=2233"},"modified":"2025-06-06T15:47:53","modified_gmt":"2025-06-06T13:47:53","slug":"establishing-charitable-foundations-or-family-foundations","status":"publish","type":"service","link":"https:\/\/aurenweb-stg.servidortemporal.net\/de\/en\/services\/tax\/for-npos-ngos\/establishing-charitable-foundations-or-family-foundations\/","title":{"rendered":"Establishing Charitable Foundations or Family Foundations\u00a0"},"content":{"rendered":"<section id=\"Header-block_8cf1eabdcad34eb633dec909eb0a3152\" class=\"Header\">\r\n\r\n    <div class=\"hero\">\r\n                <div class=\"container\">\r\n            <div class=\"hero_header\">\r\n                                \r\n                <div class=\"hero_header_title\">\r\n                    <h1 class='' style=\"text-align: left;\">Establishing Charitable Foundations or Family Foundations<\/h1>\n                <\/div>\r\n\r\n                                \r\n            <\/div>\r\n        <\/div>\r\n        \r\n                <picture>\r\n            <source srcset=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices.webp\"\r\n                media=\"(min-width: 1200px)\" \/>\r\n            <img loading=\"lazy\" decoding=\"async\" class=\"hero_bg\"\r\n                <img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"386\" src=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices-1024x617.webp\" class=\"hero_bg\" alt=\"Header-Subservices\" srcset=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices-1024x617.webp 1024w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices-300x181.webp 300w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices-768x462.webp 768w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices-1536x925.webp 1536w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/12\/Header-Subservices.webp 1913w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>>\r\n        <\/picture>\r\n        \r\n                        <p class=\"hero_scroll\"><strong>Explore More<\/strong> Scroll down<\/p>\r\n                    <\/div>\r\n\r\n<\/section>\n\n\r\n<section id=\"Breadcrumbs-block_b4094ece8976dc3d035bdd11a52fd685\" class=\"Breadcrumbs\">\r\n    \r\n        <nav class=\"breads\" aria-label=\"Breadcrumb\">\r\n            <ul class=\"container\">\r\n                <li><a href=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/en\/\">Home<\/a><\/li>\r\n                <li><a href=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/en\/services\/tax\/\">Tax<\/a><\/li><li><a href=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/en\/services\/tax\/for-npos-ngos\/\">For NPOs\/NGOs<\/a><\/li><li><span aria-current=\"page\">Establishing Charitable Foundations or Family Foundations\u00a0<\/span><\/li>            <\/ul>\r\n        <\/nav>\r\n\r\n                                                                                     \r\n    \r\n<\/section>\r\n\n\n\r\n<section id=\"ImageText-block_b6489eef9219b38f386d9e0ee564f368\" class=\"ImageText\">\r\n\r\n    <section class=\"info \">\r\n        <div class=\"container\">\r\n            <div class=\"info_text\">\r\n                <div class=\"info_title\">\r\n                                    <\/div>\r\n                <div class=\"info_description\">\r\n                    <p><span data-contrast=\"auto\">The number of newly established foundations continues to rise \u2013 but choosing the right form of foundation can be challenging, especially when it comes to succession planning or securing wealth in the long term. In addition to personal and business goals, tax and legal frameworks must be taken into account.<\/span><span data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The process becomes particularly challenging when the foundation is intended to be recognized as a charitable entity. Numerous formal requirements must be met \u2013 including a clearly defined charitable purpose, detailed information on how this purpose will be fulfilled, and compliance with the principle of asset dedication. Mistakes at this stage can not only result in tax disadvantages but also significantly delay the recognition process.<\/span><span data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Even setting up a family foundation can present significant challenges. Although the formal requirements are somewhat lower due to the lack of charitable status, family foundations still require intensive tax planning \u2013 as they often involve substantial assets and may pose significant tax risks (e.g. income or gift tax).<\/span><span data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n                <\/div>\r\n            <\/div>\r\n            <div class=\"info_media\">\r\n                <div class=\"info_media_item info_media_item-1\">\r\n                    <div class=\"info_media_item_text\"><span class=\"title\"><\/span><\/div>\r\n                    <div class=\"info_media_item_text_claim\"><\/div>\r\n                    <span class=\"info_media_item_bg\">\r\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"460\" src=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-1-f.webp\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-1-f.webp 930w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-1-f-300x215.webp 300w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-1-f-768x552.webp 768w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>                                            <\/span>\r\n                                                        <\/div>\r\n                <div class=\"info_media_claim\">\r\n                                    <\/div>\r\n                <div class=\"info_media_item info_media_item-2\">\r\n                    <div class=\"info_media_item_text\"><span class=\"title\"><\/span><\/div>\r\n                    <div class=\"info_media_item_text_claim\"><\/div>\r\n                    <span class=\"info_media_item_bg\">\r\n                                                    <img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"411\" src=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-2-f.webp\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-2-f.webp 900w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-2-f-300x193.webp 300w, https:\/\/aurenweb-stg.servidortemporal.net\/de\/wp-content\/uploads\/2024\/11\/bg-info-media-2-f-768x493.webp 768w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>                                            <\/span>\r\n                                                        <\/div>\r\n            <\/div>\r\n        <\/div>\r\n    <\/section>\r\n\r\n<\/section>\r\n\r\n\n\n<div id=\"TitleSubtitleText-block_1240f092b3b24e3702d935cc8d02ecd3\" class=\"TitleSubtitleText\">\n\n    <section class=\"headlines v2\">\n        <div class=\"container\">\n                        <div class=\"headlines_title\">\n                <h3 class='' style=\"text-align: left;\"><span class='' class=\"TextRun SCXW249251381 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class='' class=\"NormalTextRun SCXW249251381 BCX8\" data-ccp-parastyle=\"heading 3\">Tailored Advice and Legally Sound Implementation<\/span><\/span><span class='' class=\"EOP SCXW249251381 BCX8\" data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/h3>\n            <\/div>\n                                    <div class=\"headlines_content\">\n                                                <div class=\"headlines_description\">\n                    <p><span class=\"TextRun SCXW136709731 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW136709731 BCX8\">We guide you from the <\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">initial<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\"> idea through to the legally compliant establishment of your foundation<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">.\u00a0 <\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">Our experts <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW136709731 BCX8\">analyze<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\"> your <\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">objectives<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">, <\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">advise<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\"> you on potential alternatives, and structure the foundation in a way that is both tax-efficient and aligned with your succession planning \u2013 helping you fully <\/span><span class=\"NormalTextRun SCXW136709731 BCX8\">leverage<\/span><span class=\"NormalTextRun SCXW136709731 BCX8\"> available tax benefits.<\/span><\/span><span class=\"EOP SCXW136709731 BCX8\" data-ccp-props=\"{&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n                <\/div>\n                                            <\/div>\n                    <\/div>\n    <\/section>\n\n<\/div>\n\n\n<div id=\"TitleSubtitleText-block_c5044ec666104010698695ada986f0e2\" class=\"TitleSubtitleText\">\n\n    <section class=\"headlines v1\">\n        <div class=\"container\">\n                        <div class=\"headlines_title\">\n                <p class=''><span class='' class=\"TextRun SCXW78795063 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class='' class=\"NormalTextRun SCXW78795063 BCX8\" data-ccp-parastyle=\"heading 3\">Our Services in Detail<\/span><\/span><span class='' class=\"EOP SCXW78795063 BCX8\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/p>\n            <\/div>\n                                <\/div>\n    <\/section>\n\n<\/div>\n\n\n<div id=\"Accordion-block_65c7a5630758cbbab03edaf862aa8a54\" class=\"Accordion\">\n\n    <section class=\"accordion v2\">\n        <div class=\"container\">\n                        <div class=\"accordion_item\">\n                <a class=\"accordion_item_header\" href=\"#\">Analysis and Strategic Planning <\/a>\n                <div class=\"accordion_item_content\">\n                    <div class=\"accordion_item_content_text\">\n                        <ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Review of your individual objectives and advice on the most suitable foundation type<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Evaluation of alternative solutions if a different structure may be more advantageous<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Advice on optimal foundation structuring from both a tax and business perspective<\/li>\n<\/ul>\n                    <\/div>\n                <\/div>\n            <\/div>\n                        <div class=\"accordion_item\">\n                <a class=\"accordion_item_header\" href=\"#\">Optimizing the Establishment Process <\/a>\n                <div class=\"accordion_item_content\">\n                    <div class=\"accordion_item_content_text\">\n                        <ul>\n<li>Determining the ideal level of initial endowment capital<\/li>\n<li>Support with designing the foundation as a tax-efficient succession model to reduce inheritance and gift tax<\/li>\n<li>Development of a long-term strategy for achieving the foundation\u2019s purpose<\/li>\n<\/ul>\n                    <\/div>\n                <\/div>\n            <\/div>\n                        <div class=\"accordion_item\">\n                <a class=\"accordion_item_header\" href=\"#\">Foundation Setup Support <\/a>\n                <div class=\"accordion_item_content\">\n                    <div class=\"accordion_item_content_text\">\n                        <ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Drafting of the foundation charter, including compliance with charitable law requirements if applicable<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Coordination with foundation supervisory authorities and relevant government bodies<\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Clarification of tax-related questions and coordination with tax authorities to obtain charitable status (if required)<\/li>\n<\/ul>\n                    <\/div>\n                <\/div>\n            <\/div>\n                    <\/div>\n    <\/section>\n\n<\/div>\n\n\n<section id=\"Catalog-block_82643cfaa342100d3a33ca36e7855cf7\" class=\"Catalog\">\r\n\r\n    <section class=\"catalog\">\r\n        <div class=\"container\">\r\n            <div class=\"catalog_wrapper\">\r\n                <div class=\"catalog_content\">\r\n                    <div class=\"catalog_title\">\r\n                        <p class=''><span 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