119th Congress · introduced in the Senate · May 13, 2026
A bill 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.
Official title from Congress.gov
Latest action (May 13, 2026): Read twice and referred to the Committee on Finance.
View on Congress.govPolicy area: Taxation
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Read twice and referred to the Committee on Finance.
Introduced in Senate
Actions from Congress.gov, newest first.
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 23, 2026.
5 citations.
CHURCH ALLIANCE · lobbying firm or registrant: K&L GATES, LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$150,000
Paid to lobbying firm
…e Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for other purposes (S. 4511) - entire bill.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN CANCER SOCIETY CANCER ACTION NETWORK INC · lobbying firm or registrant: AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Taxation/Internal Revenue Code
$1,790,000
Spent on own lobbying
…of 1986 to extend the temporary enhanced premium credits, S.2824. Bill would extend the enhanced ACA tax credits for two years. Charity Parity Act, H.R. 8783, S. 4511. The bill would allow taxpayers to make direct qualified charitable distributions (QCDs) from their employer sponsored retirement plans.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN RETIREMENT ASSOCIATION · lobbying firm or registrant: CGCN GROUP, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$60,000
Paid to lobbying firm
…025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for ot…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN CANCER SOCIETY CANCER ACTION NETWORK INC · lobbying firm or registrant: AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Taxation/Internal Revenue Code
$1,240,000
Spent on own lobbying
…of 1986 to extend the temporary enhanced premium credits, S.2824. Bill would extend the enhanced ACA tax credits for two years. Charity Parity Act, H.R. 8783, S. 4511. The bill would allow taxpayers to make direct qualified charitable distributions (QCDs) from their employer sponsored retirement plans.
Congress inferred from the report year; bill number matches Congress.gov records and the bill predates the report; no title was cited with it. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · lobbying firm or registrant: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$428,151
Spent on own lobbying
…025 S. 1526 - Retirement Savings for Americans Act of 2025 S. 1840 - Retirement Investment in Small Employers Act S. 3352 - Retirement Rollover Flexibility Act S. 4511 - To amend the Internal Revenue Code of 1986 to exclude from gross income charitable distributions from certain employer-sponsored retirement plans, and for ot…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing