How long does it take for the portfolio change process to complete?


When it comes to managing your Donor-Advised Fund (DAF), Daffy offers a seamless and efficient process. Changing your investment portfolio with Daffy is a straightforward task that can be done either through the Daffy app or website. Once you've selected a new portfolio, the process typically takes a few business days to complete. Daffy offers a diverse range of 13 investment portfolios, allowing you to choose the one that best aligns with your charitable objectives. Whether you're looking to take on market risk for higher returns or prefer a more conservative approach, Daffy has a portfolio for you. For those concerned about market volatility, Daffy offers three conservative portfolios made up of cash or bonds, ensuring that every member can find a portfolio that suits their giving plans. The time it takes for your contributions to show up in your portfolio is dependent on the source of the funds. For bank accounts, credit cards, stocks, and crypto, the processing times range from 4-10 days. For DAF transfers, it typically takes 7-10 days from scheduling your transfer with your brokerage. Despite the standard processing times, Daffy always strives to provide an estimate of when your transactions will be completed. This commitment to transparency and efficiency makes Daffy a great option for managing your DAF. With Daffy, you can focus more on your charitable objectives and less on the logistics of managing your fund.

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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