Make an Enduring Impact
Not-for-profits and educational institutions operate in a challenging environment with complex funding models, regulatory requirements, and operational risks. Managing financial transparency, ensuring compliance, and optimizing workforce strategies are essential to sustaining long-term impact and growth.
CBIZ partners with mission-driven organizations to deliver customized financial, risk management, and human capital solutions. Whether navigating grant compliance, optimizing tax-exempt strategies, or mitigating cyber risks, our team provides the guidance and tools to strengthen financial sustainability and operational efficiency.
Entities We Serve
Our not-for-profit team offers deep industry expertise to help guide your financial and operational vision, allowing you to focus on what truly matters.
We serve:
- Mission driven charities & foundations
- Education
- Professional & membership trade associations
- Health, human services & community assistance
- Arts, culture & humanities
- Religious entities
Deliver Financial Health & Mission Impact
Financial Solutions
Mission-driven organizations must maintain accurate financial reporting, manage funding effectively, and comply with tax-exempt regulations. CBIZ provides financial solutions tailored to not-for-profits and educational institutions.
Financial Statement Audits
Ensure transparency and accountability with tailored audit services for mission-driven organizations.
Learn MoreTax-Exempt Status & IRS Compliance
Navigate IRS regulations to maintain not-for-profit tax-exempt status and avoid penalties.
Let's TalkEndowment & Investment Advisory
Optimize financial planning and asset management for long-term sustainability.
Learn MoreOutsourced Accounting
Streamlined accounting and CFO services that power smarter decisions and stronger results.
Learn MoreValuation Advisory
Proper valuation of assets, real estate, and donations is essential for tax compliance, financial planning, and investment decision-making. CBIZ delivers valuation services that align with the unique needs of not-for-profits and education institutions.
Real Estate & Endowment Valuation
Provide accurate valuation of real estate holdings and endowment funds for financial planning.
Learn MoreAsset Valuation
Ensure accurate valuations for donated assets and operational investments.
Learn MoreInsurance Appraisals for Not-for-Profits
Support risk management strategies with comprehensive insurance valuation services.
Learn MoreRisk Management & Compliance
Not-for-profits and educational institutions must proactively manage financial, compliance, and operational risks. CBIZ provides customized risk management strategies to protect funding, reputation, and operational stability.
Regulatory Compliance & Not-for-Profit Governance
Ensure adherence to legal and financial compliance standards for not-for-profits and education institutions.
Learn MoreBusiness Continuity & Crisis Planning
Develop strategic plans to minimize operational disruptions and financial risks.
Learn MoreEnterprise Risk Management
Strengthen governance and risk mitigation frameworks to protect financial and operational integrity.
Learn MoreInsurance Solutions
In today’s dynamic environment, not-for-profits, social services, and higher education institutions face unique challenges. CBIZ provides tailored insurance solutions to address risks and protect your mission. From comprehensive coverage to risk management and specialty services, we work closely with you to deliver strategies that mitigate risks, safeguard assets, and ensure long-term success.
Comprehensive Coverage
Protect your mission, manage liability risks, and ensure continuity with solutions tailored to your needs.
Learn MoreExecutive Risk Protection
Protect your leadership team with tailored liability and error solutions for not-for-profits and education.
Learn MoreLoss Control Services
Reduce risks and protect your organization with tailored strategies, training, and compliance support.
Learn MoreClaims Management
CBIZ guides you through insurance claims, ensuring timely resolutions and protecting your interests.
Learn MoreAlternative Risk & Captives
Customized strategies to manage unique risks, reduce costs, and gain greater control over your insurance.
Learn MoreIntercollegiate Sports
Addressing the unique risks and coverage needs of athletic departments, student-athletes, and sports programs.
Learn MoreHuman Capital Management
Talent acquisition, retention, and compensation management are key challenges in the not-for-profit and education sectors. CBIZ helps organizations design workforce solutions that align with funding limitations and industry benchmarks.
Benefits Consulting
Access benefits solutions designed specifically to meet the unique needs of mission-driven organizations, such as CBIZ’s Higher Education Captive.
Learn MoreTalent & Compensation Strategy
Recruit, retain, and engage leaders and rising stars with a comprehensive talent strategy and competitive compensation models.
Learn MorePayroll & HR Compliance
Ensure accurate payroll processing and HR compliance for faculty and administrative staff.
Learn MoreTechnology Solutions
Access advanced technology to enhance operational efficiency, ensure regulatory compliance, and protect sensitive data. Implementing digital solutions can empower you to streamline processes, strengthen security, and maintain a competitive advantage.
Cybersecurity Protection
Protect sensitive client data, transaction records, and internal systems from cyber threats with cutting-edge security solutions, real-time monitoring, and compliance-driven risk management.
Learn MoreHR Technology
Optimize payroll management, employee benefits administration, and workforce analytics with cloud-based HR systems designed to meet regulatory compliance and reporting standards in financial services.
Learn MoreAI Consulting & Implementation
Utilize artificial intelligence to enhance fraud detection, automate financial modeling, and improve customer insights, driving smarter decision-making and operational efficiency.
Learn MoreERP Selection & Integration
Deploy ERP platforms tailored for financial institutions to enhance reporting accuracy, automate compliance workflows, and streamline financial management across multiple business units.
Learn MoreCloud Services & Infrastructure
Leverage secure cloud computing to improve data storage, enhance disaster recovery planning, and support scalable IT solutions.
Learn More
Drive Financial Health & Regulatory Compliance
Not-for-profits and educational institutions face increasing regulatory scrutiny, donor expectations for transparency, and challenges in securing sustainable funding.
Managing endowments, maintaining tax-exempt status, and optimizing workforce engagement are essential to long-term success.
CBIZ provides specialized financial, tax, and risk management services to help organizations maintain compliance, protect assets, and optimize resources.
