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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
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.
EIN matters: Always confirm our EIN 86-1336741 on the bequest/beneficiary form so your gift reaches Wounded Warriors. Banks and trustees route by EIN, not by name.

Other planned-giving vehicles

This page is informational only and is not legal or tax advice. Consult your estate-planning attorney + CPA before executing planned-giving vehicles.