Inverse of a CRT — Wounded Warriors receives income for a term of years, then the remainder passes to your heirs.
Why this vehicle: Best for: passing appreciated assets to heirs at reduced gift/estate tax cost while supporting Wounded Warriors during a defined term. Particularly powerful in low-interest-rate environments.
Use this exact information
EIN 86-1336741
Wounded Warriors (d/b/a Warriors Fund) 1790 Hughes Landing Blvd Ste 400, The Woodlands TX 77380 IRS-recognized 501(c)(3) public charity, ruling year 2021 Texas nonprofit corporation
Best for
Multigenerational wealth transfer with charitable intent
Reducing transfer taxes on a large estate
Front-loading philanthropic giving while alive
Typical minimum funding
Most CLTs are funded at $250K+ given the legal setup costs.
Information to provide your attorney
charitable income beneficiary
Wounded Warriors
ein or taxid
86-1336741
address
1790 Hughes Landing Blvd Suite 400, The Woodlands, TX 77380
Next step
Engage your estate attorney + CPA + a CLT trustee. Contact info@warriorsfund.org for our planned-giving coordinator.
EIN matters: "Wounded Warriors" (us, EIN 86-1336741) and "Wounded Warrior Project" (WWP, EIN 20-2370934) are separate 501(c)(3) organizations. Always confirm 86-1336741 on the bequest/beneficiary form so your gift reaches the intended organization. Banks and trustees route by EIN, not name.