Strategic Giving

You want to create a charitable legacy with the meaningful impact you desire while maximizing financial benefits. We’ll advise you, providing a personal roadmap. Count on CBIZ for:

  • Charitable strategies using private foundations, donor-advised funds, charitable remainder, and charitable lead trusts
  • Management of all charitable activities, including grantmaking, distribution requirements, and expenditure responsibility
  • Sophisticated gifting and estate planning strategies
  • Structured gifts such as university chairs, fellowships, trusts, and annuities
  • Engaging heirs in philanthropic endeavors
  • Preparation and filing of applications for recognition of exemption
  • Preparation of foundation tax returns, including unrelated business income tax returns, if applicable

Insights that Impact

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View All Insights
Maryland Legislature Passes Tax Law Changes

On April 7, the Maryland legislature passed House Bill 352 and if enacted the bill will create several tax law changes in the Old Line State.

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Delaware Alert:  State Issues More VDA Invitation Letters for Unclaimed Property

Stay informed! Delaware sends out VDA invitations on April 11 & August 15, 2025. Don’t miss the response deadline to prevent unwanted audits.

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Article
IRS Reverses Course on New Partnership Disclosures for Basis Shifting

The IRS plans to withdraw regulations on basis shifting, affecting disclosure obligations. Learn how this impacts tax compliance for partnerships.

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Article
Mississippi Legislation Phases Out Individual Income Tax, Reduces Sales Tax, & Increases Excise Tax on Fuel

Learn how the Mississippi Legislation Phases Out Individual Income Tax by 2030 and affects sales and fuel taxes.

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IRS Provides Tax Relief for Tennessee and Arkansas Residents and Businesses

IRS extends tax deadlines to Nov. 3, 2025, for Tennessee and Arkansas businesses and residents affected by severe weather. Learn about the available tax relief options.

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House Approves FY 2025 Budget Resolution: Reconciliation Unlocked for Tax and Spending Legislation

The House FY 2025 Budget Resolution paves the way for new tax and spending reforms. Understand how reconciliation influences economic policy changes.

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Engage Our Team

Let our Private Client Service specialists get to work on a tax-efficient, strategic giving roadmap that creates a lasting impact.

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