Not-for-Profit & Education Insights

Strengthen your mission with insights on financial management, compliance, and operational efficiency. CBIZ explores strategies to help not-for-profits and educational institutions maximize resources and drive lasting impact.

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IRS Direct Pay for Not-for-Profit and Governmental Entities

2025 Not-for-Profit Pulse Survey

At CBIZ, we recognize that not-for-profit organizations are the backbone of our communities as they confront urgent social challenges and needs, and we stand with you every step of the way to help determine and implement the best next steps for your unique missions.

We are pleased to present the 11th annual Pulse Survey, which provides the results and view from senior leaders across the sector relative to strategic, operational and other matters.

Download Survey Results

Article
March 10, 2025
Not-for-Profit Outsourcing: Top Trends and Practical Tips for Success
  • Not-for-Profit & Education
  • Outsourced Accounting Solutions
March 10, 2025
Not-for-Profit Outsourcing: Top Trends and Practical Tips for Success

Uncover vital insights on not-for-profit outsourcing trends for 2025. Get practical tips for leaders looking to enhance operations through expert partnerships.

  • Not-for-Profit & Education
  • Outsourced Accounting Solutions
Article
January 30, 2025
Potential Impacts of a Federal Funding Freeze on Not-for-Profits
  • Not-for-Profit & Education
  • Tax
January 30, 2025
Potential Impacts of a Federal Funding Freeze on Not-for-Profits

Uncover the ripple effects of a federal funding freeze on not-for-profits. Explore potential consequences for operations and services while understanding policy shifts affecting financial stability.

  • Not-for-Profit & Education
  • Tax
Article
November 11, 2024
Why Every Not-for-Profit Needs a Strong Finance Committee
  • Not-for-Profit & Education
  • Financial Accounting & Advisory
November 11, 2024
Why Every Not-for-Profit Needs a Strong Finance Committee

Ensure financial health and compliance in your not-for-profit. Learn how a strong finance committee provides crucial oversight, simplifies complex information, and supports your board’s fiscal responsibilities.

  • Not-for-Profit & Education
  • Financial Accounting & Advisory
Article
November 07, 2024
IRS Direct Pay for Not-for-Profit and Governmental Entities
  • Government, Not-for-Profit & Education
  • Tax
November 07, 2024
IRS Direct Pay for Not-for-Profit and Governmental Entities

Harness IRS Direct Pay to access clean energy tax credits

  • Government, Not-for-Profit & Education
  • Tax
Article
October 28, 2024
Why and How Not-For-Profits Should Inventory Their Organization’s AI Usage
  • Not-for-Profit & Education
  • Technology
October 28, 2024
Why and How Not-For-Profits Should Inventory Their Organization’s AI Usage

Explore how inventorying AI can help not-for-profits ensure ethical usage and compliance, while enhancing operational efficiency and impact.

  • Not-for-Profit & Education
  • Technology
Article
August 26, 2024
Maximize Your Impact: Essential GivingTuesday Tips for Not-for-Profit Organizations
  • Not-for-Profit & Education
  • Tax
August 26, 2024
Maximize Your Impact: Essential GivingTuesday Tips for Not-for-Profit Organizations

Unlock the potential of GivingTuesday for your not-for-profit. Our expert tips on campaign planning, tech readiness and donor engagement are key.

  • Not-for-Profit & Education
  • Tax
Article
August 23, 2024
Maintaining Good Internal Controls Over Financial Reporting Within a Small Nonprofit Organization
  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
August 23, 2024
Maintaining Good Internal Controls Over Financial Reporting Within a Small Nonprofit Organization

Even as a small nonprofit, there are still ways to maintain strong financial controls and prevent fraud.

  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
Article
August 15, 2024
Key Employee Benefits for Not-for-Profit Organizations
  • Not-for-Profit & Education
  • Benefits
August 15, 2024
Key Employee Benefits for Not-for-Profit Organizations

See how your not-for-profit can optimize your employee benefits program to remain mission-oriented and better attract and retain top talent.

  • Not-for-Profit & Education
  • Benefits
Article
August 14, 2024
Lobbying vs. Political Activity: Key Insights for Nonprofits During Election Seasons
  • Not-for-Profit & Education
  • Tax
August 14, 2024
Lobbying vs. Political Activity: Key Insights for Nonprofits During Election Seasons

Election years bring increased scrutiny to nonprofit organizations’ lobbying and political activities.

  • Not-for-Profit & Education
  • Tax
Article
July 25, 2024
Leveraging Technology to Streamline Grant Management in the Nonprofit Sector
  • Not-for-Profit & Education
  • Technology
July 25, 2024
Leveraging Technology to Streamline Grant Management in the Nonprofit Sector

Discover how technology can revolutionize the grant management process. Learn about key challenges, essential tools, and best practices to facilitate end-to-end efficiency and compliance.

  • Not-for-Profit & Education
  • Technology
Article
July 25, 2024
IRS Update: ERTC Claim Processing Amid Moratorium and Increased Scrutiny
  • Not-for-Profit & Education
  • Tax
July 25, 2024
IRS Update: ERTC Claim Processing Amid Moratorium and Increased Scrutiny

The Voluntary Disclosure Program has ended, but the IRS has opened the possibility that another program may be developed.

  • Not-for-Profit & Education
  • Tax
Article
July 16, 2024
Understanding the New FLSA Minimum Salary Threshold for Exempt Employees
  • Not-for-Profit & Education
  • Advisory
July 16, 2024
Understanding the New FLSA Minimum Salary Threshold for Exempt Employees

By understanding the white collar exemption rules, employers can make informed decisions about employee classifications.

  • Not-for-Profit & Education
  • Advisory
Article
June 21, 2024
Are you Prepared for your Annual Audit?
  • Not-for-Profit & Education
June 21, 2024
Are you Prepared for your Annual Audit?

If you apply the basics and consider certain enhancements, you will be better positioned for your audit.

  • Not-for-Profit & Education
Article
June 21, 2024
Understanding the IRS Tax on Excessive Executive Compensation for Nonprofits
  • Not-for-Profit & Education
  • Tax
June 21, 2024
Understanding the IRS Tax on Excessive Executive Compensation for Nonprofits

If your nonprofit is subject to excess executive compensation, you will need to comply with additional requirements to report and pay the amount due.

  • Not-for-Profit & Education
  • Tax
Article
May 17, 2024
Enhancing Nonprofit Operations: A Ten-Step Checklist for Successful Temporary Staffing
  • Not-for-Profit & Education
  • Human Capital Management
May 17, 2024
Enhancing Nonprofit Operations: A Ten-Step Checklist for Successful Temporary Staffing

Temporary workers, often sourced through staffing agencies or as independent contractors, can fill a variety of roles.

  • Not-for-Profit & Education
  • Human Capital Management

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