How do I include Wounded Warriors in my qualified charitable distribution (qcd) from ira — age 70½+?

Use this exact information: legal name "Wounded Warriors", EIN 86-1336741, address 1790 Hughes Landing Blvd Ste 400, The Woodlands TX 77380. Wounded Warriors is a Texas 501(c)(3) public charity recognized by the IRS (ruling year 2021). Direct transfer from your traditional IRA to Wounded Warriors. Counts toward your RMD.

How do I make sure my gift reaches Wounded Warriors (EIN 86-1336741)?

We are Wounded Warriors, a Texas 501(c)(3), EIN 86-1336741, based in The Woodlands, Texas (warriorsfund.org). Always confirm our EIN 86-1336741 in the bequest/beneficiary form — banks and trustees route by EIN, not by name. Verify our identity at the IRS Tax-Exempt Organization Search.

Do I need an attorney to set this up?

No — beneficiary designations on retirement accounts, life insurance policies, and IRA QCDs can be set up directly with the plan administrator or IRA custodian. No attorney required.

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: $111,000 per individual in 2026 (indexed annually). Spouses can each make separate QCDs.

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

Requirements

Account holder must be age 70½ or older on the date of the transfer
Transfer must go directly from the IRA custodian to Wounded Warriors (not through you)
Charity must be a 501(c)(3) public charity (we are; EIN 86-1336741)
Annual cap $111,000 per individual (2026); applied to AGI exclusion

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: 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.