Private Foundation Consulting & Administration

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.
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.”

Randy, Business Owner