A modern DAF your clients will love
Advisors who engage with clients around charitable giving build stronger relationships and have higher client retention. Offer your clients a best-in-class donor-advised fund — without the hidden fees and outdated technology.
Attract and retain more clients with better tax strategies
Nearly 75% of high-net-worth Millennials and 8 in 10 Gen X investors have a charitable giving strategy.1 Help your clients set an annual giving strategy and maximize the many tax benefits of a donor‑advised fund.
Manage financial windfalls
By maximizing one of the most generous tax deductions — charitable contributions.
Avoid capital gains taxes
When they donate long-term appreciated stock, ETF, or crypto.
Qualify for itemized deductions
By bunching two or more years of charitable contributions into a DAF.
Rebalance their portfolio
By donating stock, ETF, or crypto.
Save your clients thousands of dollars
Offer your clients a DAF with transparent, monthly membership vs. AUM-based fees that really add up over time. With Daffy, the more your clients give, the more you’ll be saving them.
annual admin costs
Daffy vs. Traditional DAFs
Daffy
Daffy Benefactor
Schwab Charitable
Fidelity Charitable
Vanguard Charitable
Offer built-in support for multi‑generational giving
Deepen client relationships and engage the next generation by offering a DAF that allows clients to connect with their children and grandchildren over the causes that matter to them. Learn more.
Recommend a modern DAF with native support for advisors
With built-in support for advisors, you can advise and take action on your client's behalf — including making contributions, portfolio changes, and donations. Learn more.
“With Daffy, our clients have access to a best-in-class donor-advised fund, and we get to deepen our relationships and strategic impact.”
“With Daffy, our clients have access to a best-in-class donor-advised fund, and we get to deepen our relationships and strategic impact.”
Frederik Mijnhardt
CEO, SecFi
“We've seen many fintechs that make it easy for people to invest or save, but Daffy takes these innovations to giving. Additionally, they’ve reimagined the traditional DAF model, lowering the barrier to entry, aligning incentives with charities, and increasing net donations.”
“We've seen many fintechs that make it easy for people to invest or save, but Daffy takes these innovations to giving. Additionally, they’ve reimagined the traditional DAF model, lowering the barrier to entry, aligning incentives with charities, and increasing net donations.”
Ross Fubini
Managing Partner, XYZ Venture Capital
“Daffy is challenging Vanguard on price, and by a huge margin. Someone with a $500,000 DAF would pay $236 at Daffy. Compared to $3,000 at Vanguard, $5,850 at Fidelity, or $7,100 at Schwab.”
“Daffy is challenging Vanguard on price, and by a huge margin. Someone with a $500,000 DAF would pay $236 at Daffy. Compared to $3,000 at Vanguard, $5,850 at Fidelity, or $7,100 at Schwab.”
Felix Salmon
Chief Financial Correspondent, Axios
“Daffy blows away the competition in the DAF space on basically every metric. Daffy spices up the act of giving money away, all while helping you do it in the most efficient manner possible.”
“Daffy blows away the competition in the DAF space on basically every metric. Daffy spices up the act of giving money away, all while helping you do it in the most efficient manner possible.”
Joel Larsgaard
Host, How To Money
Grow your clients charitable dollars, tax‑free
Select a low-cost investment portfolio that matches your client’s giving timeline and risk tolerance. Portfolios include investments from Vanguard, Schwab, and BlackRock, and crypto from Coinbase and Bitwise. Learn more.
Frequently Asked Questions
How do I explain the benefits of a DAF to my clients?
If your clients are new to DAFs, you can share this simple guide and video that explains the many philanthropic and tax benefits of a modern donor-advised fund like Daffy.
Can I sponsor the accounts of my clients and cover the membership dues?
Yes! If you or your firm would like to cover the membership dues of your clients, get in touch at partner@daffy.org, and we’ll make it happen!
Is a Daffy fund a brokerage account?
No, all funds are exclusively owned and controlled by Daffy. Additionally, all funds are pooled into our investment portfolios — there are no individual accounts per member. RIAs have no fiduciary responsibilities when joining a Daffy fund as an advisor.
1 BNY Mellon Wealth Management, Charitable Giving Study. (New York, March 2022)