For foundations

Software for managing foundations

Updated: 22 October 2026 · Leutrim Miftaraj, FLIORE · Editorial standards · Other languages: Deutsch · Français · Español

Short answer

Foundations must document resolutions, manage their assets in line with their purpose and report to the supervisory authority. Software for foundations brings board members, resolutions, documents, assets and deadlines together and makes every decision traceable. FLIORE supports this with roles, tasks, four-eyes approvals, a document vault and consolidated wealth.

What a foundation board needs

A foundation board meets regularly, takes resolutions, oversees the assets and makes sure that the purpose of the foundation is fulfilled. In Switzerland, foundations are governed by the Civil Code and, depending on their type, are subject to the supervision of a public authority.

Documents, minutes and decisions often sit with individual board members. When the board changes or the supervisory authority asks, the information has to be gathered first.

What FLIORE offers foundations

Roles for board members, management and external advisers with clear permissions.
Tasks, deadlines and governance dates with notifications for the responsible person.
Four-eyes approvals for sensitive decisions and an audit trail for every change.
Document vault for deeds, regulations, minutes and correspondence with the authority.
Consolidated view of the foundation's assets, including real estate and holdings.

Continuity across board changes

Because resolutions, documents and assets are kept in one system rather than in personal mailboxes, a new board member can get up to speed quickly and the supervisory authority receives consistent information. The database and documents are stored in Switzerland (Zurich region); application hosting runs on EU infrastructure.

Today and with FLIORE

The comparison shows where a foundation board typically gains continuity and transparency.

Running a foundation: today and with FLIORE
Task	Typical today	With FLIORE
Resolutions and minutes	with individual board members	document vault linked to tasks and approvals
Deadlines and meetings	personal calendars	governance dates with notifications
Assets	separate bank reports	consolidated view in one reporting currency
Board changes	handover by email	full history available to the new member

Reporting to the supervisory authority

Depending on its type, a foundation reports to a supervisory authority, typically with annual accounts, a report on activities and information on the board. Gathering this information is easier when resolutions, documents and assets are already kept in one place.

FLIORE does not replace the accounting of the foundation, but it keeps the governance side complete: who decided what and when, which documents apply and how the assets are composed.

Frequently asked questions

Can FLIORE document board resolutions?

Yes. Resolutions and minutes are stored as documents, linked to tasks and approvals and recorded in the audit trail.

Can external advisers be given access?

Yes, with read access to explicitly shared information only.

Does FLIORE show the foundation's assets?

Yes, as a consolidated view including real estate and holdings, in a reporting currency of your choice.

Where is the data stored?

The database and documents are stored in Switzerland (Zurich region); application hosting runs on EU infrastructure.

Sources

This page provides orientation and does not replace legal or tax advice. The cited legal sources in their applicable version are authoritative.

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