In an ESG portfolio, the separate funds for US and International exposure are carefully selected to meet high environmental, social, and governance (ESG) standards. Daffy, a leading provider of Donor-Advised Funds (DAFs), has chosen funds from iShares by BlackRock for their low-cost and excellent reputation.
For US exposure, Daffy uses the iShares ESG Aware MSCI USA (ESGU) fund, while for International exposure, the iShares ESG Aware MSCI EAFE (ESGD) fund is used. These funds are part of a balanced mix of equities and bonds that make up the ESG portfolio.
Daffy offers a range of portfolio options, from conservative to aggressive, allowing you to align your investment strategy with your risk tolerance and financial 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 invested tax-free in one of their 13 investment portfolios, giving your contributions the opportunity to grow over time. This means your money doesn't sit idle, but instead works to increase your charitable impact.
Daffy's portfolios are made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. This makes Daffy a great option for a DAF, especially for those interested in sustainable investing and ESG portfolios.
In conclusion, Daffy's ESG portfolio offers a unique opportunity to invest in a way that aligns with your values, while also maximizing your charitable impact.
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.