STOCKS, IRAs & GIFT PLANNING

It’s easy to put your retirement funds, insurance plans, bank accounts and brokerage accounts to work in immeasurable ways, creating better lives for the ill and injured warriors who have served and sacrificed for our country.

 

Gifts by beneficiary designation offer tremendous simplicity and flexibility, allowing donors to name Warrior Foundation Freedom Station as a beneficiary of assets including:

 

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form. You may also be able to do this by logging into your account online.
  2. Determine what percentage (1 to 100) you would like us to receive and designate Warrior Foundation Freedom Station as a full or partial beneficiary on the change-of-beneficiary form. Include our Federal Income Tax ID: 20-0067633.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.
  4. Notify Warrior Foundation Freedom Station of your gift.

 

  • IRA Qualified Charitable Distribution (See Below for Details)
  • Highly Appreciated Securities (See Below for Details)
  • Checking or savings bank accounts 
  • Certificate of deposit (CD)
  • Brokerage accounts
  • Life insurance policies
  • Commercial annuities
  • Gold & Silver

 How to Designate Warrior Foundation Freedom Station as a Beneficiary

For questions or assistance contact:

Sandy Lehmkuhler, CEO
Warrior Foundation Freedom Station
sandy@warriorfoundation.org

(619) 993-1737

Make an IRA Qualified Charitable Distribution

Receive tax benefits while assisting the injured military heroes served by Warrior Foundation Freedom Station.

This popular gift option enables individuals age 72 and older to give any amount, up to $100,000, from your traditional IRA directly to a qualified charity such as Warrior Foundation Freedom Station – without having to pay income taxes on the distribution.

A qualified charitable distribution (QCD) is an otherwise taxable distribution from a traditional individual retirement account (IRA), owned by an individual age 72 or over. Your qualified charitable distributions can satisfy all or part of the amount of your required minimum distribution from your IRA.


Example:

If your 2018 required minimum distribution was $10,000, and you made a $5,000 qualified charitable distribution to Warrior Foundation Freedom Station, you would have had to withdraw another $5,000 to satisfy your required minimum distribution. If you made a $10,000 qualified charitable distribution to Warrior Foundation Freedom Station, that gift would have satisfied the full amount of your required minimum distribution.


QCDs are popular and advantageous way to give for many reasons:

  • Your dollars will be put to work today, funding vital programs that are changing the lives of our nation’s injured warriors.
  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
  • If you are at least 72 years old and have not yet taken your required minimum distribution for the year, your gift can satisfy all or part of that requirement.
  • Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.

Please consult with your financial, legal or tax advisor prior to making any gifts.


How to Donate an IRA Gift in Three Easy Steps:


1. Inform us of your plans to make an IRA rollover gift by providing the following information:

  • Your full legal name.
  • Amount of gift.
  • Name of your IRA administrator.
  • Gift designation (purpose). IRA gifts will be directed to our general fund unless we receive other instructions.

2. Contact your IRA Administrator to initiate the gift. Request that your gift be sent to:

Sandy Lehmkuhler, CEO

Warrior Foundation Freedom Station

sandy@warriorfoundation.org

(619) 993-1737

Please instruct your IRA administrator to add your name to the reference field.


3. Please send information about your gift to:

Sandy Lehmkuhler, CEO

Warrior Foundation Freedom Station

sandy@warriorfoundation.org

(619) 993-1737


Richard S. Carlquist, AIF® CFP® Financial Advisor,

Warrior Foundation Freedom Station

(619) 294-9727 Ext. 102


Thank you for your donation. We will be in touch with you once your gift is received.

Donating Highly Appreciated Securities

If you own highly appreciated stock and would like to join Warrior Foundation Freedom Station in assisting our nation’s ill and injured military heroes, donating stock is both a powerful charitable contribution and a smart tax planning move.


Gifts of highly appreciated securities – including stock, bonds, and mutual funds – provide financial support for the foundation and favorable tax benefits for the donor. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction. When you donate stock that has been held for more than one year and increased in value, you’ll generally take a tax deduction for the full fair market value.


Please consult with your financial, legal or tax advisor prior to making any gifts.


Donating Highly Appreciated Securities is Easy:


  1. Instruct your brokerage firm to transfer the desired number of shares/name of securities to Warrior Foundation Freedom Station.

    Richard S. Carlquist, CFP®, AIF® Financial Advisor
    Deep Dive Financial Planning Group 
    (619) 880-2470
    DTC #0226
    Account#: B3S738434

    Richard Carlquist, CA Insurance Lic. #0B69214 is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser

  2. Notify Warrior Foundation Freedom Station via phone or email of your intended gift.

    Sandy Lehmkuhler, CEO
    Warrior Foundation Freedom Station
    sandy@warriorfoundation.org
    (619) 993-1737


    Richard S. Carlquist, CFP®, AIF® Financial Advisor
    Deep Dive Financial Planning Group 
    richard@deepdivefinancialplanning.com
    (619) 880-2470 DTC #0226
    Account#: B3S738434

  3. Depending on the delivering brokerage firm and how the securities are held, the transfer can be completed in as little as two business days of providing your broker the required notification. Warrior Foundation Freedom Station will provide pertinent valuation information regarding your charitable contribution once the transfer is complete.

IMPORTANT NOTE: Delivery times can be extended at year end.