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IRA Charitable Rollover Facilitation and Enhancement Act of 2025
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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0d open
vs 10,940 other HR bills in the 119th — cohort avg 30d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (9)
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2026 · third_quarter · Retirement
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Communications/Broadcasting/Radio/TV
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Financial Institutions/Investments/Securities
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Education
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Budget/Appropriations
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Constitution
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Accounting
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Banking
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Civil Rights/Civil Liberties
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds - no specific legislation. H.R. 2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025 (entire bill). H.R. 8783, To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes (entire bill).
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to philanthropic giving, the charitable sector, and donor-advised funds, including S. 317/H.R. 801, S. 3975/H.R. 2891, and issues relating to H.R. 1 (Public Law 119-21).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2026 · third_quarter · Retirement
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill H.R. 9568 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill H.R. 10015 - Great American Healthcare Act; entire bill H.R. 10039 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3378 - Helping Undergraduate Students Thrive with Long-Term Earnings Act (HUSTLE Act); entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill S. 5156 - Retirement Simplification and Clarity Act; entire bill S. 5204 - Simplifying Modern Access to Retirement Tools for Savings Act (SMART); entire bill Not Yet Introduced: issues related to Trump Accounts and TrumpIRA.gov
Client expense: $340,000 · Firm income: Not reported
2026 · third_quarter · Taxation/Internal Revenue Code
Support for IRA Charitable Rollover Facilitation and Enhancement Act (S. 3975/ H.R.2891), Grave Injustice Parity Act (H.R. 7087), Workforce Development Through Post-Graduation Scholarships Act (H.R. 7594) which allows for charitable post-graduation scholarships; Big Beautiful Bill Act (Pub. L. 119-21), provisions related to foundations/philanthropy, charitable giving incentives, and charitable nonprofit organizations; support for the Johnson Amendment; concerns with the SPONSOR Act (S. 3942/ 7799) and S. 3554/ H.R. 6800 which amends 501(p); Opposed the Fiscal Sponsorship Transparency Act (H.R.9721/S.5083), the Foreign Funding Transparency Act (H.R.9772), Stopping Foreign Influence in Elections Act (H.R.9771) because of concerns about the organizational impact on philanthropic organizations; and other philanthropic and charitable nonprofit issues.
Client expense: $70,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Donor Advised Funds (DAFs) H.R.2891/S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025, Donor Advised Funds (DAFs) H.R.7087, Grave Injustice Parity Act, Entirety Monitor the following: Fiscal Sponsorship related issues Tax policy and regulations related to community foundations; Philanthropy; Charitable giving; and Nonprofit sector.
Client expense: Not reported · Firm income: $200,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res.4 and S.Con.Res.6. H.R. 2891
Client expense: $110,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Support the bipartisan Philanthropy Caucus in the House of Representatives, support the IRA Charitable Rollover Facilitation and Enhancement Act (S. 3975/H.R. 2891), and discuss a draft bill concept to protect the philanthropic sector and independence.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Donor Advised Funds (DAFs) H.R.2891/S.3975, IRA Charitable Rollover Facilitation and Enhancement Act of 2025, Donor Advised Funds (DAFs) H.R.7087, Grave Injustice Parity Act, Entirety Monitor the following: Fiscal Sponsorship related issues S.3942, Stop Proxy Organizations Nurturing Subversive Operations and Riots Act (SPONSOR Act). Fiscal Sponsorship issues Tax policy and regulations related to community foundations; Philanthropy; Charitable giving; and Nonprofit sector.
Client expense: Not reported · Firm income: $200,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to philanthropic giving, the charitable sector, and donor-advised funds, including S. 317/H.R. 801, S. 3975/H.R. 2891, and issues relating to H.R. 1 (Public Law 119-21).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2026 · second_quarter · Budget/Appropriations
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Banking
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Constitution
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Communications/Broadcasting/Radio/TV
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Civil Rights/Civil Liberties
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Retirement
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Education
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Accounting
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Financial Institutions/Investments/Securities
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Retirement
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Charitable Act (S. 317/H.R. 801); IRA Charitable Rollover Facilitation and Enhancement Act (S. 3975/ H.R.2891); Grave Injustice Parity Act (H.R. 7087); Workforce Development Through Post-Graduation Scholarships Act (H.R. 7594), allow for charitable post-graduation scholarships; Big Beautiful Bill Act (Pub. L. 119-21), provisions related to foundations/philanthropy, charitable giving incentives, and charitable nonprofit organizations; support for the Johnson Amendment; concerns with the SPONSOR Act (S. 3942/ 7799) and S. 3554/ H.R. 6800 which amends 501(p); and other philanthropic and charitable nonprofit issues.
Client expense: $60,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res.4 and S.Con.Res.6. H.R. 2891
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds - no specific legislation. H.R. 2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025 (entire bill). H.R. 8783, To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes (entire bill).
Client expense: Not reported · Firm income: $130,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Support the bipartisan Philanthropy Caucus in the House of Representatives, and supporting the IRA Charitable Rollover Facilitation and Enhancement Act (S. 3975/H.R. 2891).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
H.R 2891: IRA Charitable Rollover Facilitation and Enhancement Act of 2025 H.R.2082 : WISH Act
Client expense: $190,733 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Civil Rights/Civil Liberties
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Education
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Constitution
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Financial Institutions/Investments/Securities
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Retirement
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Communications/Broadcasting/Radio/TV
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Budget/Appropriations
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Accounting
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Banking
Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Retirement
H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act; entire bill H.R. 2544 - Financial Freedom Act; entire bill H.R. 2696 - Retirement Savings for Americans Act; entire bill H.R. 2891 - IRA Charitable Rollover Facilitation and Enhancement Act; entire bill H.R. 6084 - ERISA Litigation Reform Act; entire bill H.R. 6324 - Retirement Simplification and Clarity Act; entire bill H.R. 6450 - Retirement Rollover Flexibility Act; entire bill H.R. 6722 - Automatic IRA Act of 2025; entire bill H.R. 7556 - Pensions for All Act; entire bill S. 424 - Retirement Fairness for Charities and Educational Institutions Act; entire bill S. 1222 - Financial Freedom Act; entire bill S. 1526 - Retirement Savings for Americans Act (RSAA); entire bill S. 2217 - Independent Retirement Fairness Act; entire bill S. 2335 - Pensions for All Act; entire bill S. 3352 - Retirement Rollover Flexibility Act; entire bill S. 3975 - IRA Charitable rollover Facilitation and Enhancement Act; entire bill Not Yet Introduced: Excise taxes on Individual Retirement Accounts
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to philanthropic giving, the charitable sector, and donor-advised funds, including S. 317/H.R. 801, H.R. 2891, and issues relating to H.R. 1 (Public Law 119-21).
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
Charitable Act (S. 317/H.R. 801); Charitable Rollover Facilitation and Enhancement Act (S. 3975/ H.R.2891); Grave Injustice Parity Act (H.R. 7087); Workforce Development Through Post-Graduation Scholarships Act (H.R. 7594); One Big Beautiful Bill Act (Pub. L. 119-21), provisions related to foundations/philanthropy, charitable giving incentives, and charitable nonprofit organizations; support for the Johnson Amendment; concerns with the SPONSOR Act (S. 3942/ 7799) and S. 3554/ H.R. 6800 which amends 501(p); and other philanthropic and charitable nonprofit issues.
Client expense: $80,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds - no specific legislation. H.R. 2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025 (entire bill).
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Support S. 317/H.R. 801, the Charitable Act to restore and extend the non-itemizer charitable deduction that was included in H.R. 1 and generally advocate to protect nonprofit and philanthropic sector including proposed caps and floors impacting charitable giving. This work included supporting the bipartisan Philanthropy Caucus in the House of Representatives, and supporting the IRA Charitable Rollover Facilitation and Enhancement Act (S. 3975/H.R. 2891).
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Democratic |
| PA |
| Brian K. Fitzpatrick | Republican | PA |
| Carol D. Miller | Republican | WV |
| Chrissy Houlahan | Democratic | PA |
| Claudia Tenney | Republican | NY |
| Danny K. Davis | Democratic | IL |
| Darin LaHood | Republican | IL |
| David Kustoff | Republican | TN |
| Derek Schmidt | Republican | KS |
| Don Bacon | Republican | NE |
| Donald S. Beyer, Jr. | Democratic | VA |
| Dusty Johnson | Republican | SD |
| Dwight Evans | Democratic | PA |
| Eugene Simon Vindman | Democratic | VA |
| Frank J. Mrvan | Democratic | IN |
| Gabe Amo | Democratic | RI |
| Gregory F. Murphy | Republican | NC |
| Jimmy Panetta | Democratic | CA |
| Judy Chu | Democratic | CA |
| Kevin Hern | Republican | OK |
| Linda T. Sánchez | Democratic | CA |
| Lloyd Doggett | Democratic | TX |
| Max L. Miller | Republican | OH |
| Michelle Fischbach | Republican | MN |
| Mike Carey | Republican | OH |
| Mike Flood | Republican | NE |
| Mike Kelly | Republican | PA |
| Mike Thompson | Democratic | CA |
| Nathaniel Moran | Republican | TX |
| Nicole Malliotakis | Republican | NY |
| Randy Feenstra | Republican | IA |
| Rudy Yakym III | Republican | IN |
| Scott Franklin | Republican | FL |
| Steven Horsford | Democratic | NV |
| Suzan K. DelBene | Democratic | WA |
| Terri A. Sewell | Democratic | AL |
| Thomas R. Suozzi | Democratic | NY |
| Tracey Mann | Republican | KS |
| Vern Buchanan | Republican | FL |
Government targets: HOUSE OF REPRESENTATIVES, SENATE