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IRA Charitable Rollover Facilitation and Enhancement Act of 2026
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,674 other S bills in the 119th — cohort avg 32d
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 (5)
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).
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
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
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 · 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
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 · 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
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
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
2026 · first_quarter · Taxation/Internal Revenue Code
Donor Advised Funds (DAFs) H.R.2891, IRA Charitable Rollover Facilitation and Enhancement Act of 2025, Donor Advised Funds (DAFs) S.3975, Community Development Financial Institutions Fund related issues Fiscal Sponsorship related issues S.3942, Stop Proxy Organizations Nurturing Subversive Operations and Riots Act (SPONSOR Act). Fiscal Sponsorship issues Monitor Tax policy and regulations related to community foundations; Philanthropy; Charitable giving; and Nonprofit sector.
Client expense: Not reported · Firm income: $190,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
| Republican |
| TN |
| Michael F. Bennet | Democratic | CO |