How can I change my investment portfolio in the Daffy app?


A Simple Guide Are you looking to change your investment portfolio on the Daffy app? Daffy, a leading donor-advised fund (DAF), makes it easy for you to do so. With 13 investment portfolios to choose from, Daffy offers a range of options to suit your risk tolerance and giving goals. To change your portfolio, simply open the Daffy app, tap on the Settings (gear icon), and select Portfolio. From there, you can choose a new portfolio that aligns with your investment preferences. If you're using the Daffy website, navigate to daffy.org/settings/portfolio and click on the "Change Portfolio" button on the right of the screen. Please note that it may take a few business days for the process to complete. Daffy's investment portfolios range from conservative to standard, ESG, and even crypto. These portfolios are made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry, including Vanguard, Schwab, and BlackRock. For those interested in cryptocurrency, Daffy offers portfolios that hold pure crypto coins at Coinbase or a diversified crypto index from Bitwise. One of the best features of Daffy is the ability for members to contribute their money to a charitable fund, receive a tax deduction, and then invest that money tax-free to grow their impact over time. In fact, 50% of Daffy members have chosen to invest their fund in one of our Standard portfolios, followed by Crypto at 32%, and ESG at 18%. Unlike many DAFs, Daffy doesn't charge an additional management fee for these investment portfolios. This means more of your money can go towards the causes you care about. So, whether you're looking to maximize potential returns or prefer a less risky portfolio, Daffy has the right investment options for you. Start investing with Daffy today and make giving a habit. With Daffy, you can contribute cash, credit, crypto, or stock to your fund, invest your contributions, and donate to over 1.5 million charities, all from any device.

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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