All lobbying filings

CM STRATEGIC, LLC

Lobbying for NATIONAL PHILANTHROPIC TRUST · Public charity and manager of donor-advised funds

Filing · LD-2 quarterly report Q3 report

Reporting period

3rd Quarter 2026

July 1 - Sep 30 · Posted Oct 20, 2026

Income

$50,000

What the client paid this registrant for the period.

Client based in

Pennsylvania

Official filing document

Lobbyists on this filing 2

TED MCCANN

Previously held: Senior Policy Advisor, Speaker Paul Ryan. Subcommittee Staff Director, Ways and Means Committee. Budget Analyst, Budget Committee. Legislative Assistant, Legislative Correspondent, Office Administrator, Congressman Paul Ryan
JORGE CASTRO

Previously held: Counselor to the IRS Commissioner; Tax & Trade Counsel, Rep. Stephanie Tubbs Jones; Senior Counsel, Sen. John D. Rockefeller IV

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 4

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 1

Taxation/Internal Revenue Code

Legislative and regulatory tax issues relating to philanthropic giving, the charitable sector, and donor-advised funds, including S. 317/H.R. 801, S. 3975/H.R. 2891, and issues relating to H.R. 1 (Public Law 119-21).

Bills named in this filing 5

S. 317
Charitable Act
H.R. 801
Charitable Act
S. 3975
IRA Charitable Rollover Facilitation and Enhancement Act of 2026
H.R. 2891
IRA Charitable Rollover Facilitation and Enhancement Act of 2025
H.R. 1
One Big Beautiful Bill Act

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.