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What does the 'x' button next to my advisor's name do?


The 'x' button next to your advisor's name on your Daffy fund account is a feature that allows you to remove your advisor from your account at any time. This can be done by navigating to “Members and Advisors” under settings, where you will see a list of people you’ve invited to your account. Clicking or tapping the 'x' button revokes access from your advisor, meaning they will no longer be able to view your account or perform any actions. However, before you consider removing your advisor, it's important to understand the value they bring to your Daffy fund. Once added to your fund, your advisor has access to your fund through their own secure login and credentials. They can take actions on your behalf such as viewing your fund balance, portfolio, contributions, and donations, making charitable contributions on your behalf, requesting a change in your fund’s investment portfolio, making one-time or recurring donation recommendations, and accessing a simple tax summary of your deductible contributions. Adding your financial advisor to your Daffy fund is a simple process. If you're already a Daffy member, you can add your advisor by navigating to "Settings" on or our 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. In conclusion, the 'x' button gives you control over who has access to your Daffy fund. However, having an advisor can be a great asset in managing and maximizing your charitable giving. Daffy makes it easy to add and remove advisors, ensuring you have the support you need when you need it.

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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