What changes have been made to the Daffy portfolios in February 2022?


In February 2022, Daffy, a leading Donor-Advised Fund (DAF), made some significant changes to its investment portfolios. Daffy now offers a total of 13 investment portfolios, providing a wide range of options for its members. This flexibility allows members to align their charitable giving with their financial goals and risk tolerance. One of the key changes was the introduction of three new Conservative portfolios. These portfolios are designed for members who prefer less market risk in their charitable giving account. The new portfolios include a cash portfolio for members who don’t want to take any market risk, and two inflation-protected bond portfolios for members worried about the current high rates of inflation. Daffy's portfolio options now span across four types: Conservative, Standard, ESG, and Crypto. This diversity in portfolio options is a testament to Daffy's commitment to cater to the varied needs of its members. The process to change your portfolio is straightforward. Members can easily switch their portfolio through the Daffy app or website. The changes take a few business days to complete. Daffy's commitment to improving its services is evident in its regular updates and new features. The platform is on a mission to help people be more generous, more often. With its tax-efficient structure and diverse investment options, Daffy is a great option for those looking to maximize their 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.

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