When it comes to managing your Donor-Advised Fund (DAF), Daffy offers a seamless and efficient solution. One of the key features of Daffy is the ability to add your financial advisor to your fund. Once added, your advisor will have secure access to your fund and can perform various actions on your behalf. These actions include viewing your fund balance, portfolio, contributions, and donations. Your advisor can also make charitable contributions on your behalf, including stock and crypto donations. They can request a change in your fund’s investment portfolio and make one-time or recurring donation recommendations. Additionally, they can access a simple tax summary of your deductible contributions. Adding your advisor to your Daffy fund is a straightforward process. If you're already a Daffy member, you can add your advisor by navigating to "Settings" on daffy.org or the Daffy app, clicking “Family & Members” and selecting “Add Members.” From there, you simply enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started. Moreover, Daffy provides you with the flexibility to remove your advisor from your fund at any time. This can be done by navigating to “Members and Advisors” in the settings and clicking the “x” button next to your advisor’s name. This will revoke their access to your account. In conclusion, Daffy offers a comprehensive and user-friendly platform for managing your DAF. By allowing you to add your financial advisor to your fund, Daffy ensures that you can effectively manage and maximize your charitable giving.