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Archive #52064
Metadata
Bill Number
SB26-118
HTTP Status
200
Valid JSON
Valid
Archived At
2026-04-08 12:07:05 MDT
Created At
2026-04-08 12:07:05 MDT
Parsed JSON
{ "votes": [ { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/cslVotes.nsf/0/DB98A47E956BDFB287258DC70057A156?OpenDocument", "date": "03/27/2026", "action": "Third Reading", "motion": "BILL", "chamber": "HOUSE", "vote_id": "364", "vote_no": 8, "vote_17C": 0, "vote_17D": 0, "vote_abs": 0, "vote_exc": 3, "vote_yes": 54, "voice_vote": "N", "vote_others": 3, "vote_result": "Aye: 54 No: 8 Other: 3", "member_votes": [ { "vote": "Y", "last_name": "Bacon" }, { "vote": "Y", "last_name": "Barron" }, { "vote": "Y", "last_name": "Boesenecker" }, { "vote": "N", "last_name": "Bottoms" }, { "vote": "Y", "last_name": "Bradfield" }, { "vote": "N", "last_name": "Bradley" }, { "vote": "N", "last_name": "Brooks" }, { "vote": "Y", "last_name": "Brown" }, { "vote": "Y", "last_name": "Caldwell" }, { "vote": "Y", "last_name": "Camacho" }, { "vote": "Y", "last_name": "Carter" }, { "vote": "Y", "last_name": "Clifford" }, { "vote": "N", "last_name": "DeGraaf" }, { "vote": "Y", "last_name": "Duran" }, { "vote": "Y", "last_name": "English" }, { "vote": "Y", "last_name": "Espenoza" }, { "vote": "Y", "last_name": "Feret" }, { "vote": "Y", "last_name": "Flanell" }, { "vote": "Y", "last_name": "Froelich" }, { "vote": "E", "last_name": "Garcia" }, { "vote": "Y", "last_name": "Garcia Sander" }, { "vote": "Y", "last_name": "Gilchrist" }, { "vote": "Y", "last_name": "Goldstein" }, { "vote": "Y", "last_name": "Gonzalez R." }, { "vote": "Y", "last_name": "Hamrick" }, { "vote": "Y", "last_name": "Hartsook" }, { "vote": "E", "last_name": "Jackson" }, { "vote": "Y", "last_name": "Johnson" }, { "vote": "Y", "last_name": "Joseph" }, { "vote": "Y", "last_name": "Keltie" }, { "vote": "Y", "last_name": "Lieder" }, { "vote": "Y", "last_name": "Lindsay" }, { "vote": "N", "last_name": "Luck" }, { "vote": "Y", "last_name": "Lukens" }, { "vote": "Y", "last_name": "Mabrey" }, { "vote": "Y", "last_name": "Marshall" }, { "vote": "Y", "last_name": "Martinez" }, { "vote": "Y", "last_name": "Mauro" }, { "vote": "Y", "last_name": "McCormick" }, { "vote": "Y", "last_name": "Nguyen" }, { "vote": "Y", "last_name": "Paschal" }, { "vote": "Y", "last_name": "Phillips" }, { "vote": "Y", "last_name": "Richardson" }, { "vote": "Y", "last_name": "Ricks" }, { "vote": "Y", "last_name": "Rutinel" }, { "vote": "Y", "last_name": "Rydin" }, { "vote": "Y", "last_name": "Sirota" }, { "vote": "Y", "last_name": "Slaugh" }, { "vote": "Y", "last_name": "Smith" }, { "vote": "N", "last_name": "Soper" }, { "vote": "Y", "last_name": "Stewart K." }, { "vote": "Y", "last_name": "Stewart R." }, { "vote": "Y", "last_name": "Story" }, { "vote": "Y", "last_name": "Suckla" }, { "vote": "Y", "last_name": "Taggart" }, { "vote": "Y", "last_name": "Titone" }, { "vote": "Y", "last_name": "Valdez" }, { "vote": "Y", "last_name": "Velasco" }, { "vote": "N", "last_name": "Weinberg" }, { "vote": "E", "last_name": "Willford" }, { "vote": "Y", "last_name": "Winter T." }, { "vote": "Y", "last_name": "Woodrow" }, { "vote": "N", "last_name": "Woog" }, { "vote": "Y", "last_name": "Zokaie" }, { "vote": "Y", "last_name": "McCluskie" } ], "lay_over_date": "", "vote_date_time": "03/27/2026 09:57:09 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/cslVotes.nsf/0/D13D7129B476C55F87258DBC005A8859?OpenDocument", "date": "03/16/2026", "action": "Third Reading", "motion": "BILL", "chamber": "SENATE", "vote_id": "5409", "vote_no": 2, "vote_17C": 0, "vote_17D": 0, "vote_abs": 0, "vote_exc": 1, "vote_yes": 32, "voice_vote": "N", "vote_others": 1, "vote_result": "Aye: 32 No: 2 Other: 1", "member_votes": [ { "vote": "Y", "last_name": "Amabile" }, { "vote": "N", "last_name": "Baisley" }, { "vote": "Y", "last_name": "Ball" }, { "vote": "Y", "last_name": "Benavidez" }, { "vote": "Y", "last_name": "Bridges" }, { "vote": "Y", "last_name": "Bright" }, { "vote": "Y", "last_name": "Carson" }, { "vote": "Y", "last_name": "Catlin" }, { "vote": "Y", "last_name": "Cutter" }, { "vote": "Y", "last_name": "Danielson" }, { "vote": "Y", "last_name": "Daugherty" }, { "vote": "E", "last_name": "Exum" }, { "vote": "Y", "last_name": "Frizell" }, { "vote": "Y", "last_name": "Gonzales J." }, { "vote": "Y", "last_name": "Hinrichsen" }, { "vote": "Y", "last_name": "Jodeh" }, { "vote": "Y", "last_name": "Kipp" }, { "vote": "Y", "last_name": "Kirkmeyer" }, { "vote": "Y", "last_name": "Kolker" }, { "vote": "Y", "last_name": "Lindstedt" }, { "vote": "Y", "last_name": "Liston" }, { "vote": "Y", "last_name": "Marchman" }, { "vote": "Y", "last_name": "Mullica" }, { "vote": "Y", "last_name": "Pelton B." }, { "vote": "Y", "last_name": "Pelton R." }, { "vote": "Y", "last_name": "Rich" }, { "vote": "Y", "last_name": "Roberts" }, { "vote": "Y", "last_name": "Rodriguez" }, { "vote": "Y", "last_name": "Simpson" }, { "vote": "Y", "last_name": "Snyder" }, { "vote": "Y", "last_name": "Sullivan" }, { "vote": "Y", "last_name": "Wallace" }, { "vote": "Y", "last_name": "Weissman" }, { "vote": "N", "last_name": "Zamora Wilson" }, { "vote": "Y", "last_name": "President" } ], "lay_over_date": "", "vote_date_time": "03/16/2026 10:23:52 AM" } ], "active": "T", "origin": "Senate", "lls_num": "26-0126", "session": "2026A", "subject": [ "Financial Services & Commerce", "Probate, Trusts, & Fiduciaries" ], "bill_num": "SB26-118", "sponsors": [ { "id": "CC001", "title": "Representative", "s_type": "Prime Sponsor", "chamber": "House", "full_name": "Chad Clifford", "last_name": "Clifford", "first_name": "Chad", "sponsor_order": "3" }, { "id": "JB005", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Jennifer Bacon", "last_name": "Bacon", "first_name": "Jennifer" }, { "id": "AB002", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Andrew Boesenecker", "last_name": "Boesenecker", "first_name": "Andrew" }, { "id": "SC001", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Sean Camacho", "last_name": "Camacho", "first_name": "Sean" }, { "id": "MF002", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Meg Froelich", "last_name": "Froelich", "first_name": "Meg" }, { "id": "ML002", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Mandy Lindsay", "last_name": "Lindsay", "first_name": "Mandy" }, { "id": "KN001", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Kenny Nguyen", "last_name": "Nguyen", "first_name": "Kenny" }, { "id": "MR001", "title": "Representative", "s_type": "Co-sponsor", "chamber": "House", "full_name": "Manny Rutinel", "last_name": "Rutinel", "first_name": "Manny" }, { "id": "JC002", "title": "Senator", "s_type": "Prime Sponsor", "chamber": "Senate", "full_name": "James Coleman", "last_name": "Coleman", "first_name": "James", "sponsor_order": "1" }, { "id": "CS001", "title": "Senator", "s_type": "Prime Sponsor", "chamber": "Senate", "full_name": "Cleave Simpson", "last_name": "Simpson", "first_name": "Cleave", "sponsor_order": "2" }, { "id": "MB004", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Matt Ball", "last_name": "Ball", "first_name": "Matt" }, { "id": "LC003", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Lisa Cutter", "last_name": "Cutter", "first_name": "Lisa" }, { "id": "LD001", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Lindsey Daugherty", "last_name": "Daugherty", "first_name": "Lindsey" }, { "id": "LF001", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Lisa Frizell", "last_name": "Frizell", "first_name": "Lisa" }, { "id": "JG002", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Julie Gonzales", "last_name": "Gonzales J.", "first_name": "Julie" }, { "id": "IJ001", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Iman Jodeh", "last_name": "Jodeh", "first_name": "Iman" }, { "id": "CK002", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Cathy Kipp", "last_name": "Kipp", "first_name": "Cathy" }, { "id": "CK003", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Chris Kolker", "last_name": "Kolker", "first_name": "Chris" }, { "id": "JM004", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Janice Marchman", "last_name": "Marchman", "first_name": "Janice" }, { "id": "MS002", "title": "Senator", "s_type": "Co-sponsor", "chamber": "Senate", "full_name": "Marc Snyder", "last_name": "Snyder", "first_name": "Marc" } ], "bill_files": [ { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_enr.pdf", "date": "04/07/2026", "label": "Final Act", "url_html": "", "lastModified": "03/31/2026 09:40:45 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_rer.pdf", "date": "03/27/2026", "label": "Rerevised", "url_html": "", "lastModified": "03/27/2026 10:10:34 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_rev.pdf", "date": "03/26/2026", "label": "Revised", "url_html": "", "lastModified": "03/26/2026 12:10:35 PM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_ren.pdf", "date": "03/16/2026", "label": "Reengrossed", "url_html": "", "lastModified": "03/16/2026 10:50:56 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_eng.pdf", "date": "03/13/2026", "label": "Engrossed", "url_html": "", "lastModified": "03/13/2026 09:40:40 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_01.pdf", "date": "02/19/2026", "label": "Introduced", "url_html": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_01.html", "lastModified": "02/19/2026 12:40:27 PM" } ], "committees": [ { "id": "H_FIN_2026A", "name": "Finance", "chamber": "House" }, { "id": "S_FIN_2026A", "name": "Finance", "chamber": "Senate" } ], "long_title": "Concerning the payment of designated benefits to a charitable organization upon the death of a donor.", "bill_status": "Sent To Governor", "short_title": "Legacy Giving to Charitable Organizations", "bill_summary": "<html><body><p> The bill requires a bank, broker-dealer, depository institution, credit union, or financial or institutional investor (covered entity) that holds benefits that are designated by a donor to a charitable organization to pay the designated benefits not later than 60 calendar days after the charitable organization submits an affidavit attesting to the death of the donor and including certain other information, except as described in federal law. If a covered entity that holds designated benefits is unable to pay the designated benefits to a charitable organization because federal law requires the covered entity to take certain actions or satisfy certain criteria in order to pay the designated benefits, the covered entity must take such actions or satisfy the criteria and comply with the bill not less than 120 days after the charitable organization submits the affidavit to the covered entity.</p><p> If a charitable organization receives designated benefits that concern a creditor claim, statutory allowance, or elective-share or supplemental elective-share claim (outstanding claim) for which the charitable organization may be liable, the charitable organization must return to the donor's estate a portion or all of the designated benefits in order to satisfy the outstanding claim within 60 days after receiving written notice of the liability, with certain exceptions. If the charitable organization fails to comply, it must pay statutory interest to the donor's estate for each day the unreturned amount remains outstanding. Upon receiving notice of the outstanding claim from the personal representative of the donor's estate, the charitable organization must hold all or a portion of the designated benefits in a constructive trust pending a determination of the outstanding claim. Moreover, the charitable organization may be subject to one or more court actions.<br/></p><p> A covered entity that holds benefits that are designated to a charitable organization shall not:<br/></p><p><ul><li>Require the charitable organization to establish an account with the covered entity as a condition of receiving the designated benefits; or</li><li>Require an individual employed by, or serving on the board of, the charitable organization to submit personal information as a condition of receiving designated benefits.</li></ul></p><p> The bill may be enforced by the division of banking, the financial services board, or the division of securities, as appropriate.<br/><i>(Note: This summary applies to the reengrossed version of this bill as introduced in the second house.)</i></p></body></html>", "progress_bar": [ { "end": "F", "label": "Introduced", "position": 1 }, { "end": "F", "label": "Passed", "position": 2 } ], "special_type": "", "bill_category": "Financial Institutions", "allow_testimony": "F", "amendment_files": [ { "url": "https://s3-us-west-2.amazonaws.com/leg.colorado.gov/2026A/amendments/20BE20940BAAEB4287258DB60060E6BD/SB118_L.001.pdf", "date": "03/10/2026 02:42:41 PM", "vote": "Passed*", "chamber": "Senate", "hearing": "SEN Finance", "url_html": "https://s3-us-west-2.amazonaws.com/leg.colorado.gov/2026A/amendments/20BE20940BAAEB4287258DB60060E6BD/SB118_L_001.html", "amendment": "L.001" } ], "full_bill_topic": "Legacy Giving to Charitable Organizations", "long_bill_files": [], "GHG_report_files": [], "preamended_files": [ { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/118_S_FIN_01.pdf", "date": "03/11/2026", "label": "PA1", "url_html": "", "lastModified": "03/11/2026 11:05:28 AM", "label_detailed": "Senate Finance Preamend" } ], "bill_sub_category": "Other", "fiscal_note_files": [ { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/SB118_00.pdf", "date": "03/04/2026", "label": "FN1", "url_html": "", "lastModified": "03/15/2026 11:44:14 AM", "label_detailed": "Initial Fiscal Note" } ], "is_budget_package": "No", "session_laws_files": "", "summarized_history": [ { "date": "04/08/2026", "action": "Sent to the Governor", "location": "Governor" }, { "date": "04/07/2026", "action": "Signed by the Speaker of the House", "location": "House" }, { "date": "04/07/2026", "action": "Signed by the President of the Senate", "location": "Senate" }, { "date": "03/27/2026", "action": "House Third Reading Passed - No Amendments", "location": "House" }, { "date": "03/26/2026", "action": "House Second Reading Special Order - Passed - No Amendments", "location": "House" }, { "date": "03/25/2026", "action": "House Second Reading Special Order - Laid Over Daily - No Amendments", "location": "House" }, { "date": "03/23/2026", "action": "House Committee on Finance Refer Unamended to House Committee of the Whole", "location": "House" }, { "date": "03/16/2026", "action": "Introduced In House - Assigned to Finance", "location": "House" }, { "date": "03/16/2026", "action": "Senate Third Reading Passed - No Amendments", "location": "Senate" }, { "date": "03/13/2026", "action": "Senate Second Reading Passed with Amendments - Committee", "location": "Senate" }, { "date": "03/10/2026", "action": "Senate Committee on Finance Refer Amended - Consent Calendar to Senate Committee of the Whole", "location": "Senate" }, { "date": "02/19/2026", "action": "Introduced In Senate - Assigned to Finance", "location": "Senate" } ], "research_note_files": [], "bill_sub_sub_category": "Other", "committee_report_files": [ { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/SB118_S_FIN_001.pdf", "date": "03/10/2026", "label": "S_FIN_2026A", "url_html": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/SB118_S_FIN_001.html", "lastModified": "03/11/2026 09:50:31 AM" }, { "url": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/SB118_H_FIN_001.pdf", "date": "03/23/2026", "label": "H_FIN_2026A", "url_html": "https://www.leg.state.co.us/CLICS/CLICS2026A/csl.nsf/0/A15A9FBFFBDC08D387258D04005EE234/$File/SB118_H_FIN_001.html", "lastModified": "03/24/2026 02:31:44 PM" } ], "demographic_note_files": [], "updated_bill_summary_files": [], "budget_staff_analysis_files": [], "first_chamber_third_reading_date": "03/16/2026", "second_chamber_third_reading_date": "03/27/2026" }
Raw Response
{"bill_num":"SB26-118","lls_num":"26-0126","origin":"Senate","short_title":"Legacy Giving to Charitable Organizations","full_bill_topic":"Legacy Giving to Charitable Organizations","long_title":"Concerning the payment of designated benefits to a charitable organization upon the death of a donor.","special_type":"","bill_category":"Financial Institutions","bill_sub_category":"Other","bill_sub_sub_category":"Other","is_budget_package":"No","subject":["Financial Services & Commerce","Probate, Trusts, & Fiduciaries"],"bill_status":"Sent To Governor","sponsors":[{"id":"CC001","title":"Representative","first_name":"Chad","last_name":"Clifford","full_name":"Chad Clifford","s_type":"Prime Sponsor","chamber":"House","sponsor_order":"3"},{"id":"JB005","title":"Representative","first_name":"Jennifer","last_name":"Bacon","full_name":"Jennifer Bacon","s_type":"Co-sponsor","chamber":"House"},{"id":"AB002","title":"Representative","first_name":"Andrew","last_name":"Boesenecker","full_name":"Andrew Boesenecker","s_type":"Co-sponsor","chamber":"House"},{"id":"SC001","title":"Representative","first_name":"Sean","last_name":"Camacho","full_name":"Sean Camacho","s_type":"Co-sponsor","chamber":"House"},{"id":"MF002","title":"Representative","first_name":"Meg","last_name":"Froelich","full_name":"Meg Froelich","s_type":"Co-sponsor","chamber":"House"},{"id":"ML002","title":"Representative","first_name":"Mandy","last_name":"Lindsay","full_name":"Mandy Lindsay","s_type":"Co-sponsor","chamber":"House"},{"id":"KN001","title":"Representative","first_name":"Kenny","last_name":"Nguyen","full_name":"Kenny Nguyen","s_type":"Co-sponsor","chamber":"House"},{"id":"MR001","title":"Representative","first_name":"Manny","last_name":"Rutinel","full_name":"Manny Rutinel","s_type":"Co-sponsor","chamber":"House"},{"id":"JC002","title":"Senator","first_name":"James","last_name":"Coleman","full_name":"James Coleman","s_type":"Prime Sponsor","chamber":"Senate","sponsor_order":"1"},{"id":"CS001","title":"Senator","first_name":"Cleave","last_name":"Simpson","full_name":"Cleave Simpson","s_type":"Prime Sponsor","chamber":"Senate","sponsor_order":"2"},{"id":"MB004","title":"Senator","first_name":"Matt","last_name":"Ball","full_name":"Matt Ball","s_type":"Co-sponsor","chamber":"Senate"},{"id":"LC003","title":"Senator","first_name":"Lisa","last_name":"Cutter","full_name":"Lisa Cutter","s_type":"Co-sponsor","chamber":"Senate"},{"id":"LD001","title":"Senator","first_name":"Lindsey","last_name":"Daugherty","full_name":"Lindsey Daugherty","s_type":"Co-sponsor","chamber":"Senate"},{"id":"LF001","title":"Senator","first_name":"Lisa","last_name":"Frizell","full_name":"Lisa Frizell","s_type":"Co-sponsor","chamber":"Senate"},{"id":"JG002","title":"Senator","first_name":"Julie","last_name":"Gonzales J.","full_name":"Julie Gonzales","s_type":"Co-sponsor","chamber":"Senate"},{"id":"IJ001","title":"Senator","first_name":"Iman","last_name":"Jodeh","full_name":"Iman Jodeh","s_type":"Co-sponsor","chamber":"Senate"},{"id":"CK002","title":"Senator","first_name":"Cathy","last_name":"Kipp","full_name":"Cathy Kipp","s_type":"Co-sponsor","chamber":"Senate"},{"id":"CK003","title":"Senator","first_name":"Chris","last_name":"Kolker","full_name":"Chris Kolker","s_type":"Co-sponsor","chamber":"Senate"},{"id":"JM004","title":"Senator","first_name":"Janice","last_name":"Marchman","full_name":"Janice Marchman","s_type":"Co-sponsor","chamber":"Senate"},{"id":"MS002","title":"Senator","first_name":"Marc","last_name":"Snyder","full_name":"Marc Snyder","s_type":"Co-sponsor","chamber":"Senate"}],"committees":[{"id":"H_FIN_2026A","chamber":"House","name":"Finance"},{"id":"S_FIN_2026A","chamber":"Senate","name":"Finance"}],"first_chamber_third_reading_date":"03/16/2026","second_chamber_third_reading_date":"03/27/2026","summarized_history":[{"date":"04/08/2026","location":"Governor","action":"Sent to the Governor"},{"date":"04/07/2026","location":"House","action":"Signed by the Speaker of the House"},{"date":"04/07/2026","location":"Senate","action":"Signed by the President of the Senate"},{"date":"03/27/2026","location":"House","action":"House Third Reading Passed - 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If a covered entity that holds designated benefits is unable to pay the designated benefits to a charitable organization because federal law requires the covered entity to take certain actions or satisfy certain criteria in order to pay the designated benefits, the covered entity must take such actions or satisfy the criteria and comply with the bill not less than 120 days after the charitable organization submits the affidavit to the covered entity.</p><p> If a charitable organization receives designated benefits that concern a creditor claim, statutory allowance, or elective-share or supplemental elective-share claim (outstanding claim) for which the charitable organization may be liable, the charitable organization must return to the donor's estate a portion or all of the designated benefits in order to satisfy the outstanding claim within 60 days after receiving written notice of the liability, with certain exceptions. If the charitable organization fails to comply, it must pay statutory interest to the donor's estate for each day the unreturned amount remains outstanding. Upon receiving notice of the outstanding claim from the personal representative of the donor's estate, the charitable organization must hold all or a portion of the designated benefits in a constructive trust pending a determination of the outstanding claim. Moreover, the charitable organization may be subject to one or more court actions.<br/></p><p> A covered entity that holds benefits that are designated to a charitable organization shall not:<br/></p><p><ul><li>Require the charitable organization to establish an account with the covered entity as a condition of receiving the designated benefits; or</li><li>Require an individual employed by, or serving on the board of, the charitable organization to submit personal information as a condition of receiving designated benefits.</li></ul></p><p> The bill may be enforced by the division of banking, the financial services board, or the division of securities, as appropriate.<br/><i>(Note: This summary applies to the reengrossed version of this bill as introduced in the second house.)</i></p></body></html>","amendment_files":[{"chamber":"Senate","date":"03/10/2026 02:42:41 PM","amendment":"L.001","hearing":"SEN 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