What information do I need to provide to add my financial advisor to my Daffy account?


Adding your financial advisor to your Daffy account is a simple and 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.” You just need to enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started. If you're not yet a Daffy member, you can sign up and add your advisor during the account creation process by clicking the “Family” membership. This membership not only allows you to add your advisor but also enables you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund. Daffy is a great option for a Donor-Advised Fund (DAF) as it offers a seamless way to manage and maximize your charitable giving. It allows you to invite your family members and financial advisor to join your fund, making it a collaborative and inclusive platform for philanthropy. If you’re a financial advisor representing a firm, you can contact Daffy to learn more about partnering with us to help your clients better manage their charitable giving. Daffy is committed to making giving a habit and fostering a community of generous givers. So, whether you're a new member setting up your Daffy account or an existing member, Daffy makes it easy for you to manage your charitable giving and make a difference. Join the Daffy community today and make giving a habit.

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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