Daffy, a leading provider of donor-advised funds (DAFs), offers a diverse range of portfolio options to cater to the unique needs and risk tolerances of its members. The three main categories of portfolios provided by Daffy are Conservative, Standard, and ESG.
The Conservative portfolios are designed for members who prefer to avoid market risk. These portfolios include a cash portfolio and two inflation-protected bond portfolios, which are particularly appealing in the current high-inflation environment.
The Standard portfolios are the most popular choice among Daffy members, with 50% of members and 59% of total contributions invested in these portfolios. These portfolios are designed to provide a balance of risk and return, making them a suitable choice for a broad range of members.
The ESG portfolios are designed for members who wish to align their investments with their environmental, social, and governance values. These portfolios are made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry, including Vanguard, Schwab, and BlackRock.
In addition to these three categories, Daffy also offers Crypto portfolios for members interested in the potential high returns of cryptocurrency investments.
What sets Daffy apart from many other DAFs is that it does not charge an additional management fee for these investment portfolios. This means that more of your money can go towards the causes you care about.
Whether you're a risk-averse investor looking for a safe place to grow your charitable contributions, or a risk-tolerant investor seeking to maximize your potential returns, Daffy has a portfolio that's right for you. With Daffy, you can invest your money tax-free, giving your contributions the opportunity to grow over time and make a greater impact.
Choose Daffy for your DAF needs and make your money work harder for the causes you believe in.
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.