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

Tax Resource Center

Unlock valuable tax planning insights for 2026 and beyond

The One Big Beautiful Bill Act brings much-needed certainty at a time when decision-makers are seeking clarity.

With sweeping reforms now permanent, this year’s tax changes present new opportunities and important considerations

Learn More
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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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2026 Tax Planning Guide

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