When it comes to ESG portfolios, there are several options available to investors. However, Daffy stands out as a unique and compelling choice for those interested in a Donor-Advised Fund (DAF).
ESG portfolios, as offered by Daffy, are composed of low-cost and globally diversified funds that are selected for high environmental, social, and governance (ESG) standards. Daffy has carefully chosen funds from iShares by BlackRock due to their low-cost and excellent reputation. Each portfolio is a balanced mix of equities and bonds, with separate funds for US and International exposure.
Investors can choose from conservative, moderate, and aggressive options, depending on their risk tolerance and investment goals. The average expense ratio for the ETFs in these portfolios is impressively low, ranging between 0.13% to 0.16%.
As a Daffy member, your money is put aside for charities and causes that you believe in. It doesn't sit idle; instead, it may be invested tax-free in one of Daffy's 13 investment portfolios, giving your contributions the opportunity to grow over time.
Daffy offers Conservative, Standard, and ESG portfolios made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. Additionally, Daffy offers Crypto portfolios that hold pure crypto coins.
In conclusion, Daffy provides a great option for those looking to invest in ESG portfolios within a DAF. Not only do you get to support the causes you care about, but your money also has the potential to grow, maximizing your impact over time.
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.