Daffy

What are the steps to set up a Family account if you are not a Daffy member yet?

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Setting up a Family account with Daffy is a straightforward process that opens up a world of opportunities for charitable giving. Daffy is a fantastic option for a Donor-Advised Fund (DAF) as it allows you to include your entire family in your philanthropic efforts. To set up a Family account, you first need to sign up for Daffy. Once you've signed up, you can add your children, grandchildren, siblings, nieces and nephews, and anyone else you consider family to your fund. Daffy for Families supports up to 24 members under one fund, and anyone 13 and over can be a member. To add family members to your Daffy fund, go to Settings on the Daffy app and tap Family. If you're on the web, go to daffy.org/settings/family. Select the Family membership and invite family members to join your family fund by sending them an email invitation. Each family member will get their own secure Daffy account. 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. Daffy is a great option for a DAF as it combines the power of a personal profile with a shared family fund. Each member can contribute to and donate from the same fund, and each member will have their own personal profile. The fund is shared, which includes the investment portfolio, the ability to set an annual giving goal as a family, and of course, the joy of giving. So why wait? Start your journey of generosity with Daffy today!

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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