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
May 16, 2024
Navigating the Risks: The Impacts of Noncompliance in Nonprofit Solicitation
  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
May 16, 2024
Navigating the Risks: The Impacts of Noncompliance in Nonprofit Solicitation

Transparency in solicitation practices is not just a legal requirement but also a matter of maintaining public trust.

  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
Article
April 29, 2024
Protecting Not-for-Profits’ Reputations Through Proactive Fraud Safeguards
  • Not-for-Profit & Education
  • Technology
April 29, 2024
Protecting Not-for-Profits’ Reputations Through Proactive Fraud Safeguards

Enhance your not-for-profit’s defense with proactive fraud safeguards. Uncover essential tips for protecting your organization and maintain donor trust.

  • Not-for-Profit & Education
  • Technology
Article
April 19, 2024
Revitalizing Volunteer Involvement in Nonprofits
  • Not-for-Profit & Education
  • Audit & Assurance
April 19, 2024
Revitalizing Volunteer Involvement in Nonprofits

Recruiting, engaging, and retaining volunteers requires evolving with the times and adopting new strategies that resonate with today’s volunteers.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
April 19, 2024
Tips and Tricks for Improving Small Organization Internal Controls
  • Not-for-Profit & Education
  • Audit & Assurance
April 19, 2024
Tips and Tricks for Improving Small Organization Internal Controls

Small nonprofit organizations still have effective and efficient solutions to allow for adequate separation of duties and detailed reviews of financial information.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
April 08, 2024
OMB Issues Most Substantial Revision to Uniform Guidance in 10 Years
  • Not-for-Profit & Education
  • Advisory
April 08, 2024
OMB Issues Most Substantial Revision to Uniform Guidance in 10 Years

The Office of Management and Budget directs all federal agencies to implement the revisions no later than October 1, 2024.

  • Not-for-Profit & Education
  • Advisory
Article
March 25, 2024
Boosting Employee Performance: The Critical Role of Mental Health in the Workplace
  • Not-for-Profit & Education
  • Advisory
March 25, 2024
Boosting Employee Performance: The Critical Role of Mental Health in the Workplace

Technology is making mental health support more accessible and less intimidating for employees.

  • Not-for-Profit & Education
  • Advisory
Article
March 25, 2024
KPIs Not-for-Profits Should Track for Efficiency and Growth
  • Not-for-Profit & Education
  • Technology
March 25, 2024
KPIs Not-for-Profits Should Track for Efficiency and Growth

Not-for-profit organizations strive to make a positive impact, but measuring their success in today’s data-driven world can be challenging.

  • Not-for-Profit & Education
  • Technology
Article
March 25, 2024
The Uncertain Future of Donor Advised Funds
  • Not-for-Profit & Education
  • Tax
March 25, 2024
The Uncertain Future of Donor Advised Funds

Be it good or bad, finalized Donor Advised Funds (DAF) regulations are still unavailable

  • Not-for-Profit & Education
  • Tax
Article
March 25, 2024
Optimizing Transparency: The Essentials of Functional Expense Reporting for Nonprofits
  • Not-for-Profit & Education
  • Audit & Assurance
March 25, 2024
Optimizing Transparency: The Essentials of Functional Expense Reporting for Nonprofits

For nonprofits, functional expense reporting is more than just numbers on a page; it is a testament to their commitment to their cause and supporters.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
March 04, 2024
How Not-For-Profit Leaders Can Leverage AI as a Teammate
  • Not-for-Profit & Education
  • Technology
March 04, 2024
How Not-For-Profit Leaders Can Leverage AI as a Teammate

According to CBIZ’s 2024 Not-For-Profit Pulse Survey Report, more than half of respondents said they’re confident using financial and operational technology, showing increasing adoption and understanding throughout the sector.

  • Not-for-Profit & Education
  • Technology
Article
February 23, 2024
ESG Investments: The Intersection of Mission, Risk, and Return
  • Not-for-Profit & Education
  • Audit & Assurance
February 23, 2024
ESG Investments: The Intersection of Mission, Risk, and Return

As nonprofit organizations navigate the complexities of ESG investments, collaboration between finance, accounting, and mission-focused teams is critical.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
February 23, 2024
It Could be You: Understanding Post Issuance Bond Compliance Policies and Responsible Parties
  • Not-for-Profit & Education
February 23, 2024
It Could be You: Understanding Post Issuance Bond Compliance Policies and Responsible Parties

Post issuance bond compliance generally falls into two categories: qualified use of proceeds and financed property and arbitrage yield restriction and rebate.

  • Not-for-Profit & Education
Article
January 23, 2024
Contributions: Understanding Different Reporting Needs
  • Not-for-Profit & Education
January 23, 2024
Contributions: Understanding Different Reporting Needs

Understanding different contributions and their respective reporting requirements is an essential aspect of nonprofit management.

  • Not-for-Profit & Education
Article
January 23, 2024
Why You Shouldn’t Fear Your Audit
  • Not-for-Profit & Education
January 23, 2024
Why You Shouldn’t Fear Your Audit

The annual audit process is a vital part of an organization’s responsibility to management, its donors or membership base, and the board of directors.

  • Not-for-Profit & Education
Article
January 23, 2024
The Pillars of Excellence: How Sound Policies and Procedures Bolster Nonprofit Organizations
  • Not-for-Profit & Education
January 23, 2024
The Pillars of Excellence: How Sound Policies and Procedures Bolster Nonprofit Organizations

The role of policies and procedures in nonprofit organizations extends far beyond mere compliance and administration.

  • Not-for-Profit & Education

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