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Gifts of Securities

How to Transfer a Gift of Securities to the American Lung Association

  1. Contact us to let us know that a gift will be made. Provide details including donor name, phone, address, types of stock and number of shares.
  2. Have your broker notify the Lung Association broker (see below) that stock is being transferred and provide the number of shares, type of stock and if possible, the name and address of donor.
  3. Once the stock is received, the gift is completed and you will receive an acknowledgement from the American Lung Association.

Electronic Stock Transfer Information

American Lung Association - National Office

Account# 001050986360
DTC# 2803
Tax ID# 13-1632524
Broker U.S. Bank
Broker Phone 414-765-6556
National Office Phone 1-800-LUNGUSA

American Lung Association of the Upper Midwest

Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin

Account# 9647-1030
DTC# 0164
Tax ID# 20-4392201
Broker DiMeo Schneider & Associates, LLC
Broker Phone 312-853-1000
Charter Phone 262-703-4847

American Lung Association of the Northeast

Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont

Account# 890-051238-5
DTC# 0164
Tax ID# 06-0646594
Broker Pershing, LLC
Broker Phone 617-422-0064
Charter Phone 917-210-5645

American Lung Association of the Mid-Atlantic

Delaware, Virgina, Maryland, New Jersey, Pennsylvania, West Virginia, District of Columbia

Account# 871-04756
DTC# 5198
Tax ID# 25-1825116
Broker Merrill Lynch
Broker Phone 800-637-7455
Charter Phone 717-541-5864

American Lung Association of the Mountain Pacific

Montana, Wyoming, Idaho, Oregon, Washington, Alaska and Hawaii

Account# 79-16-100-5844844
DTC# 955
Tax ID# 93-0386887
Broker Ferguson Wellman Capital Management
Broker Phone 503-226-1444
Charter Phone 206-512-3285

American Lung Association of the Southeast

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, South Carolina and North Carolina

Account# 742-04125
DTC# 5198
Tax ID# 59-0662271
Broker Merrill Lynch
Broker Phone 904-634-6165
Charter Phone 904-520-7112

American Lung Association in California

Account# 241-037565-180
DTC# 0015
Tax ID# 94-0362650
Broker Morgan Stanley
Broker Phone 310-319-5200
Charter Phone 619-683-8646

American Lung Association of the Midland States

Michigan, Ohio, Kentucky, Tennessee

Account# 75985430
DTC# 2116
Tax ID# 31-4379531
Broker Fifth Third Bank
Broker Phone 614-744-5420
Charter Phone 614-324-3011

American Lung Association of the Southwest

Arizona, Colorado, Nevada, New Mexico, Oklahoma, Texas and Utah

Account# 719-147928-239
DTC# 0015
Tax ID# 86-0111676
Broker Morgan Stanley
Broker Phone 561-393-2048
Charter Phone 602-258-7505


Please contact our organization via mail, email, facsimile, or telephone regarding the purpose of the gift when the transfer is made.

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