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Can my advisor access a simple tax summary of my deductible contributions?


Yes, your advisor can access a simple tax summary of your deductible contributions on Daffy. Daffy has made it incredibly easy for you to view and download detailed reports of your contributions. You can find this information in the "Contributions" section under "My Fund In 2023" in the Daffy app. There, you will find a button that says "Download Tax Summary." This feature is also accessible on the Daffy website at Daffy has recently introduced the Tax Summary Report, a simple summary of all your contributions that may qualify as tax-deductible. This feature was designed to save members the time and hassle of tracking down receipts and documents during tax season. If you're not a Daffy member yet, joining Daffy will give you access to this simple report for next year's taxes. Moreover, Daffy members can now add their financial advisors to their Daffy fund. This makes it easier for advisors to help you strategically manage your contributions. Using a donor-advised fund (DAF) like Daffy allows you to make a tax-deductible contribution without having to decide immediately who to give the money to. The money grows in an investment account, allowing you to make an even greater impact as you determine which charities to support. With Daffy, you can select from a variety of investment options, including stocks, bonds, and cryptocurrency. When you're ready to give to your favorite charity, you can donate directly through the app. This makes it easier to track your deductions during tax season since all of your giving history is in one safe place. In conclusion, Daffy is a great option for a DAF. It offers a simple and efficient way to manage your charitable contributions and deductions, making it a valuable tool for both you and your financial advisor.

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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