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Share Your Shares

Take Your Investments Further

Thank you for considering us as the recipient of your charitable gift in the form of a stock transfer.

Did you know?

  • Giving the gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash.
  • Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock.
  • You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

INSTRUCTIONS:

As donor information in electronic transfers of stock are not always complete, please fill out the below to notify WWP of your gift and help ensure it is both processed and acknowledged accurately.

Asset Information
(e.g.: DELL common stock)
By checking this box, you will receive an acknowledgement of your gift, but your donation will be reported as an anonymous gift.

Transfer Information

My gift of stock is held in:

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to WWP. Additional instructions and contact information to provide your broker will be provided on the next page.
For stock held in a mutual fund, instructions and contact information will be provided on the next page.
For stock not held in a brokerage account or mutual fund, instructions and contact information will be provided on the next page.
For stock not held in a brokerage account, mutual fund, and not personally managed (e.g. certificate of stock), instructions and contact information will be provided on the next page.
Additional Information (Optional)
Confirmation
Please consult with your tax advisor before making a charitable donation to any charity.

Give the Gift of Stock

If you would like to make a donation of stock to WWP (tax ID# 20-2370934), please note the following:

  • Brokerage House: Goldman Sachs & Co.
  • Account Name: Wounded Warrior Project
  • Account Number: 030-36625-6
  • Financial Advisor: WWP Goldman Sachs Team
  • Telephone Number: 855.890.5148
  • DTC Number: 0005
  • Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)

**Please Note: For mutual fund gifts, or for gifts of stock not held in a brokerage account, please contact the WWP Goldman Sachs team listed above.**

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