The 'Remove Advisor Image' is a visual guide that shows you how to remove your advisor from your Daffy fund. This feature is part of Daffy's commitment to providing a flexible and user-friendly Donor-Advised Fund (DAF) platform.
Daffy allows you to add your financial advisor or wealth manager to your account, giving them access to your fund through their own secure login and credentials. They can view your fund balance, portfolio, contributions, and donations, make charitable contributions on your behalf, request a change in your fund’s investment portfolio, make one-time or recurring donation recommendations, and access a simple tax summary of your deductible contributions.
However, there may come a time when you need to revoke your advisor's access to your Daffy fund. This could be due to a change in your financial strategy, a change of advisor, or simply a desire to manage your fund independently.
In such cases, Daffy makes it easy to remove your advisor. Simply click on Settings, navigate to “Members and Advisors”, and next to your advisor’s name, you will see an “x” button. Click or tap that button to revoke access from your advisor. They will no longer be able to view your account or perform any actions.
This level of control and flexibility, combined with the ability to involve your financial advisor in your charitable giving strategy, makes Daffy a great option for a DAF. Whether you're a generous Daffy member or a financial advisor looking to help your clients better manage and maximize their charitable giving, Daffy has the tools and features you need.
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.