You transfer assets to a trust, receive income for life (or a term of years), and the remainder passes to Wounded Warriors at death/term-end.
Why this vehicle: Best for: large gifts of appreciated assets (highly-appreciated stock, real estate). You avoid capital-gains tax on transfer, get a partial income-tax deduction, AND lock in lifetime income. Two flavors: CRAT (fixed annuity) and CRUT (percentage of trust value, recalculated annually).
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
Selling a closely-held business — avoid the capital-gains bill
Concentrated stock position you want to diversify without immediate tax
Retirement supplement with charitable intent
Typical minimum funding
Most CRT trustees require $100,000 minimum (commonly $250K+).
Information to provide your attorney
ultimate charitable remainder 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 CRT trustee (Fidelity Charitable Trust Services, Schwab Charitable, Vanguard Charitable, NPT, your local community foundation, or a trust company). Contact info@warriorsfund.org for our planned-giving coordinator who can connect you to experienced trustees.
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.