What additional benefits do Daffy members get from this partnership with Secfi?


Daffy, the Donor-Advised Fund for You™, is thrilled to announce its partnership with Secfi, the leading equity planning, financing, and wealth management platform for startup employees. This partnership offers Daffy members a host of additional benefits, including a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. Daffy members can now avail themselves of specialized expertise in pre-and post-IPO equity planning, stock option exercise strategies, tax planning, and investment diversification strategies. This partnership is particularly beneficial for those who hold startup equity and could benefit from Secfi Wealth’s personalized financial advice and investment management. Secfi Wealth clients will also have complimentary access to Daffy’s modern platform and community for charitable giving. This will make it easier for them to build charitable deductions into their financial plan, increase their philanthropic impact, and maximize the many tax benefits of giving through a donor-advised fund. With Daffy, Secfi Wealth clients can contribute an unlimited amount of cash, stock assets for potential tax-free growth, and give to nearly any U.S. charity, school, or religious institution from one place, now or over time. They will also have complimentary access to Daffy for Families, allowing them to invite up to 24 family members to make donations with them. Daffy’s Co-founder & CEO, Adam Nash, said, “Startup equity is an important gateway to future wealth. Through our partnership with Secfi, we're thrilled to offer Daffy members discounted access to specialized expertise.” Daffy is the preferred donor-advised fund provider for Secfi Wealth startup employees, founders, and executive clients. This partnership is a testament to Daffy’s commitment to making charitable giving easier and more accessible for all. If you’re a Secfi Wealth client, you can get access to Daffy and learn more about the partnership by logging into your Secfi account. 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 today and make giving a habit.

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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