North Carolina legislation · 2025-2026 Session
North Carolina S675: Charitable Orgs. Privacy Protection Act.
Status: In committee, July 1, 2026
What the bill says
An act to enact provisions related to the transfer of property when charitable organizations are named as beneficiaries of nonprobate assets.
From the introduced text:
A BILL TO BE ENTITLED AN ACT TO ENACT PROVISIONS RELATED TO THE TRANSFER OF PROPERTY WHEN CHARITABLE ORGANIZATIONS ARE NAMED AS BENEFICIARIES OF NONPROBATE ASSETS. The General Assembly of North Carolina enacts: SECTION 1. Chapter 41 of the General Statutes is amended by adding a new Article to read: "Article 4B. "Transfers on Death to Charitable Organizations. "§ 41-53.1. Beneficiary designation defined. For the purposes of this Article, "beneficiary designation" means, other than a will or an instrument creating a trust, an instrument or provision in an instrument designating a beneficiary, including, but not limited to, any of the following: (1) An annuity or insurance policy. (2) An account with a designation for payment on death. (3) A security registered in beneficiary form. (4) A pension, profit-sharing, retirement, or other employment-related benefit plan. (5) Any other nonprobate transfer at death. "§ 41-53.2. Charitable organization as beneficiary. (a) A charitable organization incorporated in North Carolina or incorporated in another state and having a valid certificate of authority in North Carolina that is exempt under section 501(c)(3) of the Internal Revenue Code and is a beneficiary of an interest in property created by beneficiary designation may deliver an affidavit to the holder of the property for the purpose of obtaining the property or information regarding the property. The affidavit shall be …
Sponsors
- Craven, David W. (R, 29) · primary sponsor
- Overcash, Brad (R, 43) · primary sponsor
- Blue, Dan (D, 14) · primary sponsor
- Applewhite, Val (D, 19)
- Waddell, Joyce (D, 40)
Latest actions
- : Ref To Com On Rules and Operations of the Senate
- : Regular Message Received For Concurrence in H Com Sub
- : Regular Message Sent To Senate
- : Passed 3rd Reading
- : Passed 2nd Reading
- : Placed On Cal For 06/30/2026
- : Cal Pursuant Rule 36(b)
- : Reptd Fav Com Sub 2
- : Re-ref Com On Rules, Calendar, and Operations of the House
- : Withdrawn From Cal
Votes
- Charitable Organizations Privacy Protection Act. Second Reading (June 30, 2026): 113 yea, 0 nay, passed
- Charitable Organizations Privacy Protection Act. Second Reading (June 17, 2026): 111 yea, 0 nay, passed
- Second Mortgage Fee Alignment Act. Second Reading (April 10, 2025): 42 yea, 0 nay, passed
Subjects: FINANCIAL SERVICES, REAL ESTATE, PUBLIC, HOUSING, FEES, LOANS, MORTGAGES
Common questions
- What is S675?
- S675 is a bill in the North Carolina Legislature (2025-2026 Session): Charitable Orgs. Privacy Protection Act.
- What does S675 do?
- In its own words: An act to enact provisions related to the transfer of property when charitable organizations are named as beneficiaries of nonprobate assets.
- What is the status of S675?
- In committee as of July 1, 2026. Latest action: Ref To Com On Rules and Operations of the Senate (July 1, 2026).
- Who sponsored S675?
- Craven, David W. (R, 29), with 4 co-sponsors.
- Where is the official record for S675?
- On the North Carolina Legislature website: https://www.ncleg.gov/BillLookUp/2025/S675
Source: official North Carolina record. Tracked by Delilah, AI for legislation across all 50 states and Congress.