How can I contribute stock from my Fidelity account to Daffy?


Contributing stock from your Fidelity account to Daffy is a straightforward process that can be completed in a few steps. Daffy is a great option for a Donor-Advised Fund (DAF) as it allows you to make irrevocable contributions of nearly all publicly traded stock. The stock is liquidated upon receipt and the balance is added to your Daffy account as soon as it is available. To contribute stock and ensure that it is attributed to your account quickly, you must create a stock contribution intent first. To do this, go to the Daffy app or website and select “Stock” in the “Add Funds” section and answer the prompts to let us know your stock is coming. Please note that Daffy only accepts publicly traded stocks and ETFs. Fidelity requires account holders to complete a [paper form](https://drive.google.com/file/d/1IiNxJ_876H0kaDnCfeu626ZOJDdawZiL/view?usp=sharing) to transfer shares as a gift. This form is editable and has been pre-filled with Daffy’s information in Section 2. Please type in the email address you use to log into your Daffy account in the “For the Benefit of” section (next to Daffy Charitable Fund). It is important to record the cost basis of an asset you are donating before transferring the asset to charity as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy is a great option for a DAF because of its ease of use, flexibility, and commitment to helping you make the most of your charitable contributions. By choosing Daffy, you're choosing a platform that prioritizes your charitable goals and makes the process of giving as simple as possible.

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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