Daffy

Can my advisor make one-time or recurring donation recommendations?

Stock

Yes, your advisor can indeed make one-time or recurring donation recommendations when using Daffy. Once your advisor is added to your fund, they will have access to your fund through their own secure login and credentials. This allows them to take actions on your behalf such as viewing your fund balance, portfolio, contributions, and donations. They can also make charitable contributions on your behalf, including stock and crypto, request a change in your fund’s investment portfolio, and make one-time or recurring donation recommendations. Moreover, Daffy offers the flexibility to cancel or make a change to your donation recommendation up until the donation is approved. This ensures that you have full control over your donations. Daffy also simplifies the process of automating recurring donations, making it a win-win arrangement for both the donor and the organization. It also consolidates all your tax receipts, making it easier for you during tax filing season. In essence, Daffy provides a better system for giving, making your life more generous and less stressful. If you have any questions or need further assistance, feel free to reach out to us at support@daffy.org.

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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