Planned Giving / Legacy Society

Retirement Account Beneficiary (IRA / 401(k))

Name Wounded Warriors as beneficiary of a percentage of your IRA / 401(k) / 403(b) / TSP.

Why this vehicle: Often more tax-efficient than a straight bequest — qualified retirement-account assets passed to non-charity heirs trigger income tax; gifts to a 501(c)(3) escape that tax entirely. You can change beneficiary designations any time directly with the plan administrator (no attorney required).
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

How to set this up

Contact your plan administrator (Fidelity, Vanguard, Schwab, T. Rowe Price, etc.) and request a Beneficiary Designation Form. Add Wounded Warriors as a primary or contingent beneficiary. Most plans accept percentage allocations — you can split among multiple beneficiaries.

Information to provide your plan administrator

legal name
Wounded Warriors
ein or taxid
86-1336741
address
1790 Hughes Landing Blvd Suite 400, The Woodlands, TX 77380
phone
+1-254-322-6525
relationship
Charity / Non-Profit Organization
No attorney required — beneficiary designations override your will for these accounts.
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