Sample Bequest Language

The policy of the American Lung Association is to put all bequests to work in the state where the donor resides to support the mission of the association, unless otherwise specified.

The suggested language to leave a bequest to the American Lung Association is:

"I, (name), of (city, state ZIP), give, devise, and bequeath to the American Lung Association, 55 W. Wacker Drive, Suite 1150, Chicago, IL 60601; (specific dollar amount or percentage of the estate or description of the property) to be used for its general purposes."

Learn more about how you can include a gift to the American Lung Association in your estate plans by calling 1-800-701-4009.

Types of Bequests

Outright Bequest

An outright bequest leaves a specific cash sum or property like securities or real estate.

Expressed as a specific sum of money:

I give to the American Lung Association the sum of $___.

Expressed as a specific asset or item:

I give to the American Lung Association ___.

Residuary Bequest

A residuary bequest is a bequest of all, or a portion, of your estate after other specific bequests have been made.

Expressed as:

I give to the American Lung Association the residue (or ___ share of residue) of my estate.

Undesignated Bequest

For an undesignated bequest you may add "for its unrestricted charitable use and purposes as its governance may determine" to the above statements.

Restricted Bequest

To restrict your bequest to a particular purpose, you may add, "to be used to benefit the American Lung Association's ___." (research, HelpLine, youth programs, advocacy for example).

We also suggest adding "In the event that the program is no longer operating, or the American Lung Association is otherwise unable to meet this restriction, the American Lung Association may use the gift for its unrestricted charitable use and purposes as its governance may determine."

The American Lung Association is a 501(c)(3) tax-exempt organization. Bequests to the American Lung Association are fully deductible as charitable gifts for federal estate tax purposes.

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