At Daffy, we understand that you may need to make changes to your account, such as revoking access from your advisor. This can be done easily through our app or website. Simply click on Settings, navigate to “Members and Advisors”, and click the “x” button next to your advisor’s name. This will immediately revoke their access to your account.
Daffy is a great option for a Donor-Advised Fund (DAF) because we offer flexibility and control over your charitable giving. You can easily manage your recurring donations or even cancel them if needed. Contributions made to Daffy are irrevocable charitable donations, qualifying for an immediate tax deduction. However, we understand that errors can occur, and in the first hour after scheduling a contribution, you can cancel it directly in the app and receive 100% of your contribution back.
If you ever decide to close your Daffy account, we've made the process straightforward. Before you go, we recommend donating your remaining balance to a charity of your choice, downloading your Tax Summary report and donations receipts, and notifying any other members on your account.
At Daffy, we're committed to making charitable giving easy and rewarding. Whether you're a current member or considering joining, we invite you to explore the benefits of integrating giving into your daily life. Get started with Daffy today and make giving a habit.
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.