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What actions can my advisor take on my behalf?


When it comes to managing your Donor-Advised Fund (DAF), Daffy offers a comprehensive and secure platform that allows your advisor to take various actions on your behalf. Once your advisor is added to your fund, they will have their own secure login and credentials, providing them with the ability to view your fund balance, portfolio, contributions, and donations. Moreover, your advisor can make charitable contributions on your behalf, including stock and crypto donations. They can also request a change in your fund’s investment portfolio, make one-time or recurring donation recommendations, and access a simple tax summary of your deductible contributions. Adding your advisor to your Daffy fund is a straightforward process. Simply navigate to "Settings" on or our app, click “Family & Members” and select “Add Members.” Enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started. Daffy also ensures that you maintain control over your fund. You can remove your advisor from your Daffy fund at any time. This revokes their access, preventing them from viewing your account or performing any actions. In addition to advisors, Daffy also allows you to add family members to your fund. Each member can make a donation request, with fund organizers being notified of who made the request and the donation amount requested. In conclusion, Daffy provides a secure, flexible, and user-friendly platform for managing your DAF. Whether you want to involve your advisor, family members, or manage it yourself, Daffy is a great option for a DAF.

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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