How can I update my default settings for sharing information with charities on Daffy?


Daffy is a fantastic option for a Donor-Advised Fund (DAF) because it offers a robust set of fields that allow you to customize how much information you share with the charities you support. To update your default setting, follow these steps: 1. If you use the Daffy app, go to the gear (settings) icon on the top right and tap Preferences. If you use Daffy on the web, go to [daffy.org/settings/preferences](http://daffy.org/settings/preferences). 2. Scroll down to find the section "Share Info With Charities". From here, you can control how much personal information you share with the charities you are supporting. You may choose to include a custom name or names, email address, and other contact information like address and phone number. Please note that you may choose to share information with the charity and still keep the donation private on Daffy. If Donation Visibility is set to Private, we will ask the charity keep any information that you do share private as well. To be truly anonymous, Share Information must be set to Off AND Donation Visibility be set to Private. Daffy also allows you to update your charity's profile, including the charity logo, mission statement, about section, website URL, and mailing address. You can email this information to support@daffy.org and we will make those changes for you. Daffy is committed to providing a user-friendly platform for both donors and charities. We hope to add additional functionality for charities on our platform in the future, including the ability to edit your charity's page. In conclusion, Daffy provides a flexible and customizable platform for managing your DAF, making it a great option for those looking to support their favorite charities.

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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