How can Secfi Wealth clients get access to Daffy?


Secfi Wealth clients can now access Daffy, a leading provider of donor-advised funds (DAFs), as part of their financial plan. This partnership allows clients to manage their assets for potential tax-free growth and make donations to nearly any U.S. charity, school, or religious institution from one place, either immediately or over time. Secfi Wealth clients will also have complimentary access to Daffy for Families, a feature that allows them to invite up to 24 family members to join them in their charitable giving. This partnership reflects the value of giving back that is inherent to Secfi Wealth clients and is a critical part of their financial plan. Daffy stands out as a best-in-class DAF provider that is constantly innovating. Unlike legacy DAF providers, Daffy offers a simple, hassle-free platform that integrates charitable giving into clients' financial plans. In addition to these benefits, Daffy members will receive a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. This is particularly beneficial for Daffy members with startup equity who could benefit from Secfi Wealth’s personalized financial advice and investment management. Secfi Wealth clients can get access to Daffy by logging into their Secfi account and following the quick steps provided. This partnership between Secfi and Daffy makes charitable giving easier and more accessible, while also providing financial and tax benefits. If you’re an independent advisor interested in working with Daffy to support your clients’ philanthropy, we invite you to contact us. Join the Daffy community and make giving a habit. Get started today!

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.

Get your Daffy account
Simplify your giving with Daffy, the Donor-Advised Fund for You™. Easily donate to almost every US public charity, track tax-deductible contributions, and access donation receipts all in one place.
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Daffy waives all membership fees for members with less than $100 in their fund, so get started today for free!

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