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How can my advisor access my fund?


When it comes to managing your Donor-Advised Fund (DAF), Daffy offers a seamless and secure way for your advisor to access and manage your fund. Once your advisor is added to your fund, they will have their own secure login and credentials. This allows them to view your fund balance, portfolio, contributions, and donations. They can also make charitable contributions on your behalf, including stock and crypto donations. Your advisor can request a change in your fund’s investment portfolio and make one-time or recurring donation recommendations. They also have access to a simple tax summary of your deductible contributions. This level of access and control allows your advisor to effectively manage your DAF, ensuring that your charitable giving is as impactful as possible. But what if you need to remove your advisor from your Daffy fund? Daffy makes this process simple and straightforward. You can revoke access from your advisor at any time, ensuring that you always have full control over who can access and manage your fund. Daffy also offers different roles within a family fund, including Organizer and Family Member. Each role has different levels of access and control, allowing you to customize your DAF to suit your family's needs. For example, any member of your family fund can make a donation request, but only organizers can approve these requests. Daffy offers various plans, including Contributor, Family, and Benefactor, each with its own benefits and features. These include unlimited fund balances invested in tax-free portfolios, unlimited cash contributions, support for multiple organizers and members, and much more. In conclusion, Daffy provides a secure, flexible, and user-friendly platform for managing your DAF. Whether you're an individual contributor, a family, or a benefactor, Daffy has a plan that's right for you.

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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