Hancock & Dana specializes in helping private foundations concentrate their efforts on charitable giving. We can handle many back-office responsibilities that a private foundation may not have the time, expertise or resources to fulfill.
Personalized Service For Individuals & Businesses
Private Foundation Consulting & Administration
Our experts can help maximize your family plans and suggest opportunities for efficient operation, along with advancement of the foundation’s goals.
Our services include:
- Establishing philanthropic goals
- Administration and consultation
- Maintaining documentation on grants and grantees
- Monitoring of compliance with IRS rules
- Federal and state filings including IRS Form 990, 990-PF and 990T
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“Hancock & Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals.”