Charitable Gift Planning and Philanthropic Consultant for individuals and non-profit organizations. By maximizing the right tax-advantaged strategies to implement your charitable mission, we will help you develop a lasting legacy. Cheryl combines her love of Fine Arts and Antiquities; Native American and Indigenous Cultures; Science and Research; Medical and Environmental Advancements, with her background in Higher Education and Tax Advising, to help structure transformative gifts, and guide new non-profit entities to reach their goals. Our future generations depend on it.

Charitable Solutions and Family Legacy Planning to expand the scope of Fundraising across all colleges and units at NMSU.

Charitable Solutions, Blended Gifts and Gift Planning Strategies across all colleges and units.

Charitable Gift Solutions, Legacy Planning, and Fundraising through tax-advantaged estate, gift and trust strategies

Cheryl brings extensive experience to NCSU in the areas of estate, gift and trust, tax planning and charitable planning, to help create a legacy for NCSU alums and friends while structuring tax advantaged charitable gifts and endowments. Over the years she has advised artists, entertainers, and professional athletes, and continues this focus through her work with all colleges and areas of the University. Specialty areas she enjoys include charitable planning for art and hard-to-value assets, as well as helping to realize bequests through the estate settlement process.She is responsible for Estate Settlement for all colleges and units across campus, as well as internal compliance for Stock Trades, Charitable Gift Annuities, Charitable Trusts, and has recently assumed duties for Gift Planning Marketing.She's a member of the National Association of Charitable Gift Planners, the North Carolina Planned Giving Council, and the Wake County Estate Planning Council, and often appears as a guest speaker in the professional community or on campus at NC State.She moved to the Triangle area from Florida in 2010, and joined The Wolfpack after a lengthy career in public accounting. Prior to becoming a CPA, she worked in the film business in Los Angeles as a literary agent, wrote documentaries and screenplays, and worked as an assistant editor for Vogue and House & Garden Magazine in Los Angeles . When not at work, Cheryl enjoys spending time with family, and can often be found rock climbing. She supports the climbing community through membership in the Triangle Chapter of the American Alpine Club, the Carolina Climbers Coalition, and the Access Fund.

Charitable gifting, estate and tax planning, compliance, fiduciary accounting, and family office services to high net worth/high profile individuals, professional athletes, charitable foundations, trusts and estates through her boutique practice, based in Ft Lauderdale FL and Raleigh/Durham NC. NC CPA Firm License: Cheryl A. Smith CPA PLLC

Estate, Gift and Trust tax compliance and planning, fiduciary accounting, estate settlement