Adding an additional member to your Daffy account is a simple and straightforward process. This feature is part of Daffy's commitment to supporting everyone's giving, making it easier for families to manage their charitable donations.
With Daffy, you can add your partner, children, grandchildren, siblings, and anyone else you consider family to your account. This allows everyone to give from the same fund, anytime and anywhere, while still keeping track of their charitable spending in one place. This is particularly useful for couples who support different charities and causes, as it allows them to manage their donations in a unified manner.
To add an additional member to your Daffy account, simply go to your Settings and click Family. From there, you can invite family members to join your family fund by sending them an email invitation. If you and your partner already have separate Daffy accounts, you can message Daffy's support team and they will help you merge your accounts into one family fund.
Daffy also allows you to add your financial advisor to your account. This can be done by navigating to "Settings", clicking “Family & Members” and selecting “Add Members.” From there, you can enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started.
In conclusion, Daffy is a great option for a Donor-Advised Fund (DAF) as it is designed to support everyone's giving. It provides an easy way to manage and track all donations in one place, making it a convenient tool for families and individuals alike.
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.