Planned Giving / Legacy Society

Qualified Charitable Distribution (QCD) from IRA — age 70½+

Direct transfer from your traditional IRA to Wounded Warriors. Counts toward your RMD.

Why this vehicle: Tax-efficient lifetime giving for IRA holders age 70½+. The QCD reduces your taxable income (the amount transferred is excluded from gross income) and can satisfy all or part of your Required Minimum Distribution (RMD). Annual cap: $108,000 per individual in 2026 (indexed annually). Spouses can each make separate QCDs.
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

Requirements

How to set this up

Contact your IRA custodian and request a Qualified Charitable Distribution form. Provide the information below. The custodian writes a check directly to Wounded Warriors and reports the transfer correctly on your 1099-R (use Code 7 with the amount in Box 2a as $0 — taxable amount is zero).

Information to provide your IRA custodian

legal name
Wounded Warriors
ein or taxid
86-1336741
address
1790 Hughes Landing Blvd Suite 400, The Woodlands, TX 77380
memo or designation
QCD — for general charitable purposes

Next step

After the QCD, ask Wounded Warriors to send you a written acknowledgment letter — required to substantiate the QCD on your tax return.

IRA custodians with one-page QCD forms

Fidelity · Vanguard · Charles Schwab · T. Rowe Price · TIAA · USAA / Victory Capital · Edward Jones

Other giving channels → Verify our identity → Contact 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.

Other planned-giving vehicles