Adding a financial advisor to your Daffy account is a simple process that can be done during the account creation process. Daffy, a leading Donor-Advised Fund (DAF), offers a unique feature that allows you to add your financial advisor or wealth manager to your account. This feature is designed to help you better manage and maximize your charitable giving.
To add your financial advisor during the account creation process, you need to select the “Family” membership. This membership not only allows you to add your advisor but also enables you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund.
Once you're a Daffy member, you can add your financial advisor by navigating to "Settings" on daffy.org or our app, clicking “Family & Members” and selecting “Add Members.” From there, simply enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started.
Daffy also provides the flexibility to remove your advisor from your Daffy fund at any time. You can do this by navigating to “Members and Advisors” in the settings, where you will see a list of people you’ve invited to your account. Next to your advisor’s name, you will see an “x” button. Click or tap that button to revoke access from your advisor.
Moreover, if you're a financial advisor representing a firm, you can contact Daffy to learn more about partnering with them to help your clients better manage their charitable giving.
In conclusion, Daffy provides a seamless and user-friendly platform for managing your DAF. Its unique features, such as the ability to add a financial advisor and family members to your account, make it a great option for anyone looking to maximize their charitable giving.
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.