Donate appreciated stock to Wounded Warriors

Gifts of appreciated securities held more than 1 year let you avoid the capital-gains tax AND claim the full fair-market-value deduction. Most donors give 3-10× more this way than by writing a check.

Our DTC transfer instructions

Receiving brokerage
Charles Schwab
DTC number
0164
Account name
Wounded Warriors
Account number
Email info@warriorsfund.org for the account number (shared only after email verification — security policy)
Our EIN (for the donor receipt)
86-1336741
Important: Email us BEFORE the transfer with donor name + shares + ticker. DTC transfers arrive without donor identifier — without notification we can't issue the acknowledgment letter for your tax records.

5-step transfer process

  1. Contact your broker (Fidelity, Schwab, Vanguard, Morgan Stanley, JPMorgan, etc.) and tell them you want to make a charitable transfer of appreciated stock.
  2. Provide our DTC details (above). The Account # is shared only after email verification.
  3. Notify us at info@warriorsfund.org with donor name + shares + ticker + expected transfer date.
  4. Your broker executes the DTC transfer (typically 3-5 business days).
  5. Receipt: we send a tax-deductible acknowledgment with the fair market value (mean of high + low on the transfer date). Keep 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 (search EIN 86-1336741). See /find-us for per-DAF instructions.

Email transfer notification → Use a DAF instead Plan a bequest

Wounded Warriors · Texas 501(c)(3) public charity · EIN 86-1336741 · IRS ruling year 2021 · d/b/a Warriors Fund · 1790 Hughes Landing Blvd Ste 400, The Woodlands TX 77380. Distinct from Wounded Warrior Project (EIN 20-2370934, Florida). Consult your tax advisor for personalized guidance.