Can I remove my advisor from my Daffy fund at any time?


At Daffy, we believe in providing you with full control over your Donor-Advised Fund (DAF). This includes the ability to remove your advisor from your Daffy fund at any time. To do this, simply navigate to the "Members and Advisors" section under settings, where you can revoke access from your advisor with a single click. But that's not all. Daffy also allows you to transfer all or part of your existing DAF to us. The process is simple and straightforward, and you'll receive a notification when the funds are in your account. Once added to your fund, your advisor will have access to your fund through their own secure login and credentials. They can view your fund balance, portfolio, contributions, and donations, make charitable contributions on your behalf, request a change in your fund’s investment portfolio, make one-time or recurring donation recommendations, and access a simple tax summary of your deductible contributions. At Daffy, we're committed to providing a seamless and cost-effective DAF experience. We challenge you to compare our fees with your current provider. We're confident that you'll find Daffy to be a superior choice for managing your DAF. So why wait? Start your journey with Daffy today and experience the difference.

Please note that the information contained on this page is for educational purposes only and should not be considered tax advice. Any calculations are intended to be illustrative and do not reflect all of the potential complexities of individual tax returns. To assess your specific tax situation, please consult with a tax professional.

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