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
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 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.
Wounded Warriors · Texas 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.