Illinois SB 2748: CHARITABLE ORG BFY-PROBATE

Status: Rule 3-9(a) / Re-referred to Assignments (as of 2026-04-17)

State: Illinois · Session: 104th · Bill: SB 2748

Sponsors: Robert F. Martwick, Adriane Johnson, David Koehler, Julie A. Morrison, Karina Villa, Michael E. Hastings, Michael W. Halpin, Mike Porfirio, Paul Faraci, Sara Feigenholtz

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104TH GENERAL ASSEMBLY 
State of Illinois 
2025 and 2026
SB2748

Introduced 1/13/2026, by Sen. Robert F. Martwick 

SYNOPSIS AS INTRODUCED:

New Act

 Creates the Charitable Organization Beneficiary Act. Requires a holder of property in which a charitable organization that is exempt from taxation as a 501(c)(3) entity is a designated beneficiary in a nonprobate instrument (excluding wills or trusts) to notify each charitable organization within 30 business days that it may have a right to the property. Creates a process in which the charitable organization may request that it be given information about the property or that the property be delivered to the charitable organization or both. Provides duties and obligations of the holder of the property. Provides the holder of the property protection from liability for a good faith reliance on the information it receives from a designated beneficiary. Provides remedies against a holder of property for a failure or refusal to provide the requested information or transfer of property if the provisions of the Act are followed. Defines terms. 

LRB104 16497 JRC 29893 b

A BILL FOR

SB2748LRB104 16497 JRC 29893 b

1 AN ACT concerning civil law.

2 Be it enacted by the People of the State of Illinois, 

3represented in the General Assembly:

4 Section 1. Short title. This Act may be cited as the 

5Charitable Organization Beneficiary Act.

6 Section 5. Definitions. As used in this Act:

7 "Beneficiary designation" means the provision in an 

8instrument designating a beneficiary, other than in a will or 

9an instrument creating a trust, and may also mean the 

10instrument itself, including, but not

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