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
IRS Quietly Extends Form 1042 E-Filing Exemption for U.S. Withholding Agents

The IRS announced an extension to the exemption for domestic withholding agents to file Form 1042 electronically. Learn more about Form 1042.

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Article
Illinois Legislature Expands State’s Suite of Tax Incentive Programs – What Changed?

Explore Tax Incentive Programs designed to reduce tax burdens for businesses in Illinois. Learn about EDGE, REV, and MICRO incentives.

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Article
House Releases New Updates to Tax Proposals for Ways and Means Markup

The recent tax proposal promises changes to existing laws. Gain insights into how this impacts individuals, businesses, and estate planning.

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Article
Tariffs and Inflation: LIFO Considerations and Tax Strategies

The LIFO method can help mitigate cash-flow pressures brought on by tariffs. Learn how CBIZ can help your business with LIFO implementation.

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Article
New York City Taxes: Traps for the Unwary

Discover key insights into New York City taxes, including corporate (BCT & GCT), unincorporated business (UBT), and commercial rent tax (CRT).

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Article
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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Article

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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