Information for Advisors

At the American Lung Association of the Upper Midwest, we value our relationship with our estate and financial advisors. Whether you're an attorney, trust officer, financial planner, investment advisor or certified public accountant, we are happy to work with you to best serve your clients' philanthropic values as well as their overall financial and estate planning goals.

Additionally, you'll find resources here to assist you and your clients with their philanthropic planning.

The suggested language to leave an unrestricted bequest to the local American Lung 
Association is:
"I, (name), of (city, state ZIP), give, devise, and bequeth to the American Lung 
Association of the Upper Midwest, with corporate offices at 13100 West Lisbon 
Road, Brookfield, WI, 53005 the sum of $_________ (and/or percentage of the 
residue or description of property) to be used for its general purposes."
Our Federal ID No is 20-4392201.

The American Lung Association of the Upper Midwest serves Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin. To specify the address of your local American Lung Association office, check our list.
Please feel free to contact us anytime for further information or assistance on a confidential basis.

Marina Tanzer
Direct: (262) 703-4847
Fax: (262) 781-5180

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