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How can one add a successor to their Daffy account?


Adding a successor to your Daffy account is a straightforward process, designed to make managing your charitable giving as easy as possible. If you're already a Daffy member, you can add your successor by navigating to "Settings" on or our app, clicking “Family & Members” and selecting “Add Members.” From there, simply enter your successor's contact information and we’ll send an email and/or text to them to get started. If you're not yet a Daffy member, you can sign up and add your successor during the account creation process by clicking the “Family” membership. This membership allows you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund. Adding family members to your Daffy fund is also a breeze. On the Daffy app, go to Settings and then tap Family. You can then invite family members to join your family fund by sending them an email invitation. Only organizers can invite new members to the family fund. Daffy is a great option for a Donor-Advised Fund (DAF) because it is designed to support everyone’s giving. It offers a range of features including the ability to add a financial advisor or wealth manager to your account, the option to invite family members to join your fund, and of course, the ability to track all donations in one easy place. With Daffy, you can choose a recipient and the amount you’d like to gift from your fund, add a personal message and send it to their email, or copy the link and send it to them directly. The recipient can then choose which charity they’d like to support from over 1.5 million charities, non-profits, schools, and religious institutions supported on Daffy. The recipient can redeem without even creating a Daffy account. Once they select which charity they’d like to support, we’ll send you an email to let you know to approve it and the donation will be sent from your fund. In conclusion, Daffy is a comprehensive platform that makes charitable giving easy, efficient, and enjoyable. Whether you're an individual, a family, or a financial advisor representing a firm, Daffy is designed to help you better manage and maximize your charitable giving.

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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