Benefits

When it comes to supporting people in need, Caritas has been a reputable and professional partner for many decades. We provide a wide range of options for people interested in philanthropy, from pure counselling to tailor-made individual endowment contributions.

Thanks to a strong network and decades of experience, we are able to offer involvement in various programs for people in need at home and abroad.

Personal benefits

Societal benefits

Tax benefits

Benefits for private banks & asset managers

Personal benefits

Establish your tailor-made personal endowment fund. Experience the comforting feeling of being a donor and get personally involved in a topic close to your heart. Visit the project that you have facilitated on site and enjoy seeing the positive long-term impact of your assets.

You will receive your personal reports, with your own logo if you wish. This allows you to follow closely the benefits of your commitment over the years.

Societal benefits

Your contribution is a decisive factor in supporting essential aid projects, be it in a specific field, at home or abroad.

Establishing your own endowment fund under the umbrella of the Caritas Foundation is something to be proud of. It gives you a good feeling worth talking about.  It is our pleasure to assist you with organizing your own fundraising activities. Inspire your loved ones for the topic you have chosen, and get even more funds and supporters in order to achieve a sustainable impact.

Tax benefits

The new Federal Act on Foundations and Investment Funds enables wealthy individuals as well as companies to become involved in the Caritas Foundation Austria under attractive tax terms. According to Austrian Income Tax Act (EStG §4b), both the contribution of the donor and the Caritas Foundation Austria are granted tax benefits.

Besides offering a 10% tax deduction for donations, the Austrian legislation adds a further 10% tax relief for the assets of non-profit foundations.

Benefits for private banks & asset managers

In presenting the idea of philanthropy and endowments, you show that your company has its finger on the pulse of current social concerns. You position yourself as a first mover in the market and demonstrate a new competence to your customers.

Convey the world of social returns on investment to your clients, and open a door to new meaning and quality in life.

The Caritas Foundation Austria will be pleased to assist you and your clients in this effort. Moreover, Caritas provides counselling services and training programmes on emotional topics such as bereavement, strokes of fate, and grief.

Financial institutions have an array of options to choose from:

  • The assets remain under the management of the private bank or asset management bank.
  • The Caritas Foundation Austria proposes ethical investment guidelines.
  • The amount of administrative costs depends, among other things, on whether the assets are to be consumed or preserved.

Another option is that Caritas Foundation Austria takes also care of the financial management of the endowed capital.