What are the steps for existing Daffy account holders to move to a Family membership?


Switching to a Daffy Family membership is a simple and straightforward process. If you're already a Daffy member, all you need to do is go into your account settings and click on the "Family" option. From there, you'll be prompted to invite additional family members to join your fund. Daffy for Families is designed to accommodate multi-generational families, allowing up to 24 members under one fund. This includes your children, grandchildren, siblings, nieces, nephews, and anyone else you consider family. Each family member aged 13 and over will get their own secure Daffy account, where they can follow the charities that are most meaningful to them, request donations for approval, and receive notifications whenever anyone in your family makes a new donation. Adding family members to your Daffy fund is as easy as sending them an email invitation. If you and your partner already have separate Daffy accounts, simply message us and we’ll get your whole family onto one fund. Daffy for Families is not just a donor-advised fund (DAF), it's a platform that encourages families to give together more easily. Unlike traditional DAFs, Daffy does not charge fees based on a percentage of assets in the fund, nor does it charge fees on contributions or donations. Daffy for Families is available at a simple, flat membership fee, making it a great option for a DAF. So, if you're looking for a meaningful way to connect with your family and pass down the tradition of giving back, Daffy for Families is the perfect solution.

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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