CNBC
Charities say gifts by deceased donors are getting held up at financial firms
Thursday, September 17, 2026
Financial firms are requiring nonprofits to submit personal information about charity employees before releasing gifts from deceased donors, according to reporting by the outlet. Nonprofits have begun objecting to these policies. The firms have cited compliance and anti-money laundering requirements as the reason for the information requests.
Original reporting: https://www.cnbc.com/2026/09/17/charities-ira-gifts-hurdles.html
