Wounded Warriors for financial advisors and DAF administrators

Charity record for gift paperwork

Use these details exactly on checks, grant recommendations, custodian forms and transfer letters. Most forms ask for the legal name and the mailing address; the tax ID is here for the ones that ask for it.

IRS ruling year 2021. Phone: (254) 322-6525. Check the record yourself on our public-records page or in the IRS Tax Exempt Organization Search.

Mail a check

1. Payee: Wounded Warriors.
2. Mail to: Wounded Warriors, 1790 Hughes Landing Blvd, Suite 400, The Woodlands, TX 77380.
3. Memo (optional): the client’s name, or a grant or account reference, so we can match the gift. The tax ID may go on the memo line too; banks deposit checks by payee name.
4. Tell us it is coming. Checks from custodians and bank bill-pay services often arrive without the donor’s name or email address. Email info@warriorsfund.org with the client’s name, the amount and the mail date.

Check and bank bill-pay instructions, a printable remittance slip and the giving form →

Recommend a donor-advised fund grant

1. In the sponsor’s grant portal, search for Wounded Warriors. If the form asks for a tax ID, use the one in the charity record above.
2. Choose the amount and the purpose. General support needs no designation; to support a program, name it in the purpose field (see our programs).
3. Include your client’s name if they would like to be thanked, or leave the grant anonymous.
4. The sponsor sends the grant by check or electronic transfer; processing time varies by sponsor.

IRA qualified charitable distributions (QCD)

For clients 70½ or older, a QCD sent by the IRA custodian directly to Wounded Warriors is excluded from income and can count toward the year’s required minimum distribution. IRS Publication 590-B sets the 2026 limit at $111,000 per person, and the distribution must leave the IRA by December 31.

1. Use the custodian’s QCD form, or print the custodian letter on our QCD page — it fills in the legal name, tax ID and mailing address.
2. Ask the custodian to make the check payable to Wounded Warriors and mail it to the address above.
3. Email info@warriorsfund.org with the client’s name, the custodian and the amount, so we can match the check and send the acknowledgment.

QCD rules, the 2026 limit and the custodian letter →

Appreciated stock and securities

1. Email info@warriorsfund.org for DTC transfer instructions. The receiving account number is shared only after email verification.
2. Before the transfer, send the client’s name, the security, the number of shares and the expected transfer date. DTC transfers arrive without the donor’s name.
3. Mutual fund transfers usually need an account at the same brokerage; email us first.

Stock gift details and the receiving brokerage →

Gift acknowledgments and who to contact

• Checks: gifts of $250 or more are acknowledged in writing by mail to the return address on the check. Any donor can ask for a receipt by email.
• Stock: the acknowledgment describes the shares, the security and the transfer date; the donor determines the value for their return.
• IRA QCD: a written acknowledgment is sent on request; the QCD is excluded from income rather than deducted.
• DAF grants: the sponsoring organization is the grantor of record.
• Returned, voided or reissued checks (DAF, custodian or bank bill-pay): contact info@warriorsfund.org.
• Contact: info@warriorsfund.org or (254) 322-6525 — gift notices, acknowledgments, DTC instructions and W-9 requests.

Due diligence

• Public records for Wounded Warriors — IRS status, Form 990 filings and independent charity profiles.
• IRS determination letter (2021, served from irs.gov).
• W-9: available on request from info@warriorsfund.org.

Questions advisors ask

Not tax advice. This page is general information, not tax or legal advice. Wounded Warriors does not provide tax advice; confirm each client’s situation with their tax adviser.

Related

• Mail a check to Wounded Warriors · Year-end deadlines by giving method
• Donor-advised fund grants · IRA qualified charitable distributions · Appreciated stock
• Planned giving · All ways to give