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Charitable Planning

Strategic guidance for creating a philanthropic strategy and a lasting impact.

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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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.

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.

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.

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.

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.

Alleviating Tariffs With Foreign-Trade Zone and Trade Program Strategies

Enhance your business’s competitiveness by exploring foreign-trade zones and trade program strategies to mitigate tariff impacts, boosting efficiency in 2025.