Donate appreciated stock to Wounded Warriors
Gifts of appreciated securities held more than 1 year generally let you avoid the capital-gains tax AND claim a fair-market-value deduction. Ask your tax advisor how this applies to you.
Our DTC transfer instructions
5-step transfer process
- Contact your broker (Fidelity, Schwab, Vanguard, Morgan Stanley, JPMorgan, etc.) and tell them you want to make a charitable transfer of appreciated stock.
- Provide our DTC details (above). The Account # is shared only after email verification.
- Notify us at info@warriorsfund.org with donor name + shares + ticker + expected transfer date.
- Your broker executes the DTC transfer (typically 3-5 business days).
- Receipt: We send a written acknowledgment that describes your gift (shares and security, transfer date). You determine its value for your return; for publicly traded stock that is generally the average of the high and low prices on the transfer date. Keep it with your tax records.
FAQ
Why donate stock instead of cash?
For appreciated securities held >1 year, you avoid the capital-gains tax that would apply if you sold them, AND you deduct the full fair-market value at the time of transfer (subject to IRS AGI limits). Higher effective gift than selling-then-donating.
What does Wounded Warriors do with the shares?
We liquidate within 5 business days of receipt to fund operating programs. We don't hold equity positions. Proceeds support our 5 direct-aid programs.
What about mutual funds?
Mutual fund transfers usually require an account at the same brokerage. Email us first; we may need to open a receiving account at your brokerage for the transfer.
Are there gifts you cannot accept?
Restricted securities (Rule 144 lock-up, employee stock options pre-exercise, privately held stock, thinly-traded penny stocks) require special handling. Email us first; we may need to use a donor-advised fund as intermediary.
Can I donate from my Donor-Advised Fund instead?
Yes — often simpler. If you contribute stock to your Fidelity Charitable / Schwab Charitable / Vanguard Charitable account, the DAF processes the liquidation, then you recommend a grant to Wounded Warriors. See /find-us for per-DAF instructions.
Wounded Warriors · national 501(c)(3) public charity · EIN 86-1336741 · IRS ruling year 2021 · · 1790 Hughes Landing Blvd Ste 400, The Woodlands TX 77380. Verify EIN at apps.irs.gov/app/eos/. Consult your tax advisor for personalized guidance.