What happens when I click on the 'x' button next to my advisor's name?


When you click on the 'x' button next to your advisor's name in your Daffy fund, you are essentially revoking their access to your account. They will no longer be able to view your account or perform any actions on your behalf. This is a simple process that can be done at any time, providing you with full control over who has access to your fund. However, before you decide to remove your advisor, it's important to understand the value they bring to your Daffy fund. Once added to your fund, your advisor can view your fund balance, portfolio, contributions, and donations. They can make charitable contributions on your behalf, including stock and crypto, 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. Adding your financial 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 our app, clicking “Family & Members” and selecting “Add Members.” From there, simply enter your advisor's contact information and we’ll send an email and/or text to your advisor to get started. Daffy is a great option for a Donor-Advised Fund (DAF) because it allows you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund. This makes Daffy a family-friendly platform for managing and maximizing charitable giving. If you’re a financial advisor representing a firm, you can contact us to learn more about partnering with Daffy to help your clients better manage and maximize their charitable giving. In conclusion, while you have the option to remove your advisor from your Daffy fund, the benefits they provide make Daffy a great option for a DAF.

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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