"Hancock & Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals."

– Randy, business owner

Private Foundation Consulting and 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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