Reported by CommitteeFiled Jan 13, 2026
Sponsor: Rob Martwick (D)
Latest Action
Rule 3-9(a) / Re-referred to Assignments
Apr 17, 2026
Summary
The Charitable Organization Beneficiary Act obligates banks, brokerages, pension plans and similar holders to inform a 501(c)(3) charity within 45 business days when the owner of a designated asset dies. It also gives the charity a clear affidavit process to request the asset or information about it, while restricting the holder’s ability to demand personal data from the charity.
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