How can a financial advisor representing a firm partner with Daffy?


As a financial advisor, partnering with Daffy can be a game-changer for your firm and your clients. Daffy is a leading provider of donor-advised funds (DAFs), a tax-efficient way to manage charitable donations. Daffy's innovative platform is designed to make charitable giving simple, efficient, and impactful. Daffy's partnership with Secfi, a leading equity planning, financing, and wealth management platform, is a testament to its commitment to making charitable giving easier for all. As a result of this partnership, all Secfi Wealth clients now have complimentary access to Daffy’s modern platform and community for charitable giving. This allows them to build charitable deductions into their financial plan, increase their philanthropic impact, and maximize the many tax benefits of giving through a donor-advised fund. Daffy's platform is designed to be user-friendly and innovative, addressing common frustrations with high fees, outdated technology, and lack of innovation from traditional DAF providers. Daffy's mission is to help people be more generous, more often, and they have built a not-for-profit community around this goal. In addition to its partnership with Secfi, Daffy also offers a unique feature called Daffy for Families. This allows clients to invite up to 24 family members to make donations with them, fostering a culture of giving and making it a family affair. In conclusion, partnering with Daffy can provide your clients with a seamless, efficient, and tax-advantageous way to manage their charitable giving. It's a win-win situation for both your firm and your clients.

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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