On Wednesday 3/11/2026 at 3:00 pm, the Illinois Senate Judiciary Committee is having a hearing on SB2748, which will remove administrative delays and set a faster, more efficient standard to help charitable organizations receive legacy gifts when they are a designated beneficiary. 

Take Action Now: 

1. File a witness slip to support SB2748 before 3:00 PM on Wed. 3/11 [File a Witness Slip Here]
   1. Once you click on the link above, you will be on the official witness slip creation page. Fill out all the identification information in the first box.
   2. Under the Representation box, type in "self" or the name of the organization you represent for this bill
   3. Under the "Position" section, select "Original Bill" from the drop down menu under "Add Legislation.
   4. Under the "Add Position" drop down menu, select "Proponent."
   5. You must click on the blue "Add Position" next in order to advance to complete the form. Once selected, your position will appear in the box.
   6. Under Testimony, click on "Record of Appearance Only."
   7. Agree to the terms and agreements and submit your Witness Slip!
2. Contact your State Senator to cosponsor SB2748 by sending them the form on this page.

Background 

Unlike gifts left in wills or trusts, Illinois has no law requiring financial institutions to timely transfer non-probate gifts left to 501c3 tax-exempt charitable beneficiaries (i.e., retirement accounts, securities, payable/transfer-on-death accounts). When a nonprofit or a foundation has been left a legacy gift, financial institutions often require extensive administrative paperwork to access these funds, which leads to administrative burdens, delayed timelines, and the sharing of sensitive personal information, which significantly delays these organizations from putting these donated dollars to use. 

SB2748 will:

• Set a standard for faster, more efficient transfers, 
• Reduce administrative delays, and
• Help charities (including houses of worship, community foundations, & direct service providers) put donated dollars to work sooner to get back to meeting their missions.

Resources:

• Fact Sheet