For Trustees and Advisors

For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

The American Lung Association is fortunate to have many friends join us in creating a world without lung disease by making us the beneficiary of a gift through bequests, trust agreements, life insurance, retirement accounts or other forms of planned gifts.

The Association’s National Office of Estate and Trust Administration is responsible for stewarding and accounting for planned gifts on behalf of the Lung Association offices across the country.

Partner With Us

Our goal is to provide you with whatever assistance you require as you steward distribution of your client’s gift to our organization. In order for us to provide you with a timely response, please notify us of your client’s thoughtful gift. Please feel confident that your client’s wishes with respect to the gift will always be honored.

To discuss your client’s intentions, please contact:

Cheryl J. Smoot
National Assistant Vice President, Individual and Planned Giving
American Lung Association
312-801-7642 | Fax: 312-284-4875
Cheryl.Smoot@Lung.org
Serena Arrabito, Esq.
National Director, Individual and Planned Giving
Eastern Division
American Lung Association
917-210-5645 | Fax: 212-889-3375
Serena.Arrabito@Lung.org

To notify the American Lung Association about the distribution of your client’s estate, please contact:

Marina Tanzer, Esq.
National Director, Planned Giving, Estate and Trust Administration
American Lung Association
13100 W. Lisbon Rd., Suite 700
Brookfield, WI 53005
262-703-4847 | Fax: 262-781-5180
Marina.Tanzer@Lung.org

Quick Facts for Professional Advisors:

Legal name: American Lung Association
Address: 55 W. Wacker Drive, Suite 1150, Chicago, IL 60601
Federal Tax ID number: 13-1632524