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 provides specialized expertise to help non-profit organizations meet requirements, save time and maximize their benefit to those they serve.
We work closely with each client to understand their goals and how they operate in order to do the most good.
Estate & Family Wealth Planning
Taking the time to consider your goals and plan for the future of your estate and family wealth assures you greater confidence in tomorrow.
Our team works closely with you to strategize a plan for achieving your vision. Regardless of the legacy you’re hoping to create, we have the experience and resources needed to get you there.
Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.