The solution for foundations and associations
MCA Foundation keeps track of the financial flows of your social and humanitarian projects: donations, funding and allocation per project, with a database of donors and volunteers.
A common software foundation for every trade
The MCA-Kalé and MCA-Colibri business solutions are built on a common architecture, designed to meet the essential needs of any professional activity, whatever the sector. This foundation is organised around three main families of features: ERP, CRM and CMS, which together cover operational management, customer relations and document production.
Beyond this common foundation, each solution can be enriched with additional modules, specifically developed to meet the particularities of each business sector. With over 100 modules available, MCA-Kale covers a wide range of trades and gives every practice, firm or company a tool perfectly adapted to its specific needs.
MCA Foundation features
Donor management
Single record per donor, individual or legal entity, with management of households and family links to avoid duplicate mailings. Segmentation by type: one-off donor, regular donor, major donor, legacy, company, partner foundation, public authority. Complete donation history, with amount, date, allocation, channel and originating campaign. Life-cycle tracking: first donation, retention, upgrade in generosity, reactivation of lapsed donors. Indicators per donor: total, average gift, last gift, frequency. Contact and channel preferences, objection to solicitation, request for anonymity. Meeting notes and relationship tracking for major donors. Data protection compliance: legal basis, retention period, right of access and erasure.
Tax receipts
Automatic generation of the annual or per-donation receipt, according to the donor's choice. Configurable templates including the required information: identity of the institution, identification number, reference of the tax exemption decision, amount, date, nature of the donation. Bulk sending by e-mail or post, with follow-up on failures. Special cases: in-kind donations with valuation, donations of securities, benefit received by the donor and non-deductible portion, anonymous donations. Archiving and reissue of a duplicate. In Switzerland, cantonal rules and deductibility varying according to the donor's canton of residence are taken into account, as well as the applicable threshold.
Donor portal and document upload
Secure online area where the donor can view their history, download their receipts, update their contact details and manage their contact preferences. Online donation form, single or recurring, with choice of allocation and local payment methods: card, TWINT, direct debit, QR-bill. Support application forms for project holders, with upload of supporting documents, acknowledgement of receipt and tracking of the file's progress. Upload area for beneficiaries: activity reports, expense receipts, accounting documents. Self-service modification or cancellation of a regular donation.
Projects and financial flows
Project structure with objectives, budget, schedule, manager and beneficiaries. Tracking of allocated funds: linking of each donation to a project, control of compliance with the allocation, management of unrestricted, allocated and restricted funds. Disbursements in tranches, conditional on the submission of supporting documents or the achievement of milestones. Tracking of multi-year commitments and carry-overs. Dashboard per project: collected, committed, paid, available balance. Multi-currency for international projects, with handling of exchange differences. Recharging of administrative costs to the project according to a defined key. Fund accounting, essential to distinguish resources according to their allocation.
Additional modules to consider
Tracking of legacy intentions, estate files, management of assets received, real estate or movable property, up to their realisation, legal follow-up and relations with notaries and executors.
Processing of support applications
Receipt and qualification of files, evaluation grid, approval workflow, preparation of files for the foundation board, notification of acceptance or refusal, automatically generated grant agreement.
Impact tracking and accountability
Indicators per project, collection of interim and final reports, automatic reminders to beneficiaries, feedback to donors on the use of their donation.
Governance
Composition of the foundation board and committees, convocations, agendas, minutes, decisions and their execution, register of conflicts of interest, schedule of legal obligations.
Accounting and reporting
Interface with MCA-Kale accounting, automated bank reconciliation and matching of donations, annual accounts under the applicable standard, Swiss GAAP FER 21 for charitable organisations, activity report, filings with the supervisory authority, audit preparation.
Volunteers and partners
Management of volunteers, skills, availability, assignments and hours, valuation of volunteer work in the accounts, tracking of partners and co-funders.
Investments
Tracking of the foundation's capital, investment income, investment policy and compliance with responsible investment criteria, balance between available income and preserved capital.
Communication
Sending of the newsletter, automated thank-you messages with a configurable delay, customised templates by segment, history of all interactions.
Management
Evolution of fundraising by period and channel, retention and attrition rates, ratio of fundraising costs to donations, share of administrative costs, dashboard for the board.
Operations
Profiles and rights by role, segregation of sensitive data, log of access to donor records, backup, hosting and data location, migration of existing data.
MCA Foundation, tailored to your requirements
A turnkey, personalised solution, accessible from computer, tablet or smartphone, with a client portal. Automate your day-to-day administrative tasks.
The benefits of MCA Foundation
Three building blocks working together, completed by the modules specific to your business.
Financial processes specific to foundations: donations, funding, allocation per project.
Database of donors, volunteers and project leaders, with history.
Contract templates and standard letters linked to files, with attachments.
Develop your awareness and assistance programmes, project by project.
Appointments, tasks by file and team schedules: all your planning in one place.
Let's talk about your foundation
A demonstration tailored to non-profit organisations, with no obligation.