Private Foundation Consulting & Administration

Empowering You to Focus on What You Do Best

Hancock Dana specializes in helping private foundations concentrate their efforts on charitable giving. We handle many back-office responsibilities that a private foundation may not have the time, expertise or resources to fulfill. Our team listens to your needs and wants and works alongside you to create the greatest opportunity for your foundation.

Hancock Dana has unique expertise for private foundations. We work closely with our clients to help maximize your family plans and suggest opportunities for efficient operation, along with ways to support the advancement of your foundation’s goals.

Our private foundation consulting and administration 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

"I am happiest at work when I am working with a client to solve a problem – not telling them what to do, but walking through various options and helping them to arrive at the conclusion that is their own 'right' answer for their situation."

Janet Osborn, Partner, Hancock Dana

Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.