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How can I remove my advisor from my Daffy fund?


At Daffy, we're committed to making charitable giving easy, efficient, and affordable. We've designed our platform to be user-friendly and intuitive, allowing you to manage your donor-advised fund (DAF) with ease. Whether you want to add or remove an advisor from your Daffy fund, the process is straightforward and can be done in a few simple steps. To remove an advisor, navigate to "Settings" on the Daffy app or website, select "Members and Advisors", and click the "x" button next to your advisor's name. They will no longer have access to your account or be able to perform any actions. If you wish to add an advisor, the process is just as simple. Navigate to "Settings", click on "Family & Members", and select "Add Members". Enter your advisor's contact information and we'll send them an email or text to get them started. But Daffy is more than just a platform for managing your DAF. We're also committed to helping you maximize your charitable giving. We challenge you to compare the fees you're currently paying for your DAF with what you would pay with Daffy. We're confident you'll find that Daffy is a more affordable option. Transferring money from an existing DAF to Daffy is easy. Just open an account with us, select "DAF Transfer", and make a "grant recommendation" to Daffy Charitable Fund from your existing fund. It's as simple as that. At Daffy, we believe in the power of generosity and the impact it can have on the world. We're here to help you make the most of your charitable giving, without the high fees. So why not give Daffy a try? You'll save money, and more importantly, you'll be able to give more to the causes you care about.

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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