Daffy

What are the four categories of portfolios offered by Daffy?

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Daffy is a unique platform that offers a total of 13 different portfolios across four distinct categories: Conservative, Standard, ESG, and Crypto. This diversity of options ensures that every member can find a portfolio that aligns with their giving plans and risk tolerance. The Conservative category includes three new portfolios: a cash portfolio for members who prefer to avoid market risk, and two inflation-protected bond portfolios for those concerned about the current high inflation rates. The Standard category is a popular choice, with 50% of Daffy members choosing to invest their fund in one of these portfolios. For those interested in socially responsible investing, the ESG (Environmental, Social, and Governance) category offers portfolios made up of high-quality, low-cost index funds. Lastly, the Crypto category provides portfolios that hold pure crypto coins at Coinbase or a diversified crypto index from Bitwise. What sets Daffy apart from many donor-advised funds is that we do not charge an additional management fee for these investment portfolios. Our Conservative, Standard, and ESG portfolios are managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. In conclusion, Daffy is a great option for a Donor-Advised Fund (DAF) due to its diverse portfolio options, no additional management fee, and the opportunity for tax-free growth of your contributions. Whether you're a risk-averse donor or a crypto enthusiast, Daffy has the right portfolio for you.

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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