Revolutionize the daily management of your foundation
The unique combination of a dedicated software solution and the assistance of a team of seasoned professionals allows you to externalize the daily management of your donor foundation without compromising control.
UNIFORME FONDATIONS : A TAILOR-MADE SOFTWARE SOLUTION
One software integrating all aspects of grant management
UNIFORME Fondations provides major gains in efficiency in the process of attributing grants:
- Analysis of applicant requests
- Preparation of Board meetings
- Execution of decisions
- Budget management
Linked with UNIFORME Comptabilité or the accounting tool of your choice, UNIFORME Fondations feeds your accounting in real time.
A data structure that makes sense
UNIFORME Fondations provides a data structure inspired by the process of attributing grants:
- Board Decisions
A customized business and validation workflow
The workflow provided by UNIFORME Fondations can be adjusted to match the specifics of your organization. In so doing, it enforces the rules of your Internal Control System.
Tracking of funds from their origin to their distribution
Each fund that comes in is tracked until it goes out.
A complete suite of instructive reports
UNIFORME Fondations contains numerous standard reports. Should you need more, everything is customizable.
Software that can be accessed the world over
UNIFORME Fondations is only offered as SaaS (Software as a Service) from our servers in Switzerland. It is available from any web navigator all over the world, using the maximal security and backup practices.
FIEF : PROFESSIONAL COLLABORATORS TO ASSIST YOU
- Reception and analyses of requests
- Presentations to the Board of Trustees
- Execution of its decisions
- Contacts with applicants
- Budget elaboration
- Accounting services
- Electronic payment transactions
- Employement contracts and wages
- Establishment of statutes
- Liaison with fiscal authorities
- Fiscal rulings
- Yearly fiscal declarations
short & long-term visibility
A resolutely forward-looking approach
- Multi-year rolling financial plan
- Multi-year commitments
- Multi-year payments
- Annual cash flow forecasts
DEMATERIALIZATION AT THE SERVICE OF EFFICIENCY
- Integration with your website
- Electronic submission of application files
- Electronic document management
- Automatic preparation of Board meetings