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What is the 'Members and Advisors' section in the Daffy app and website?


The 'Members and Advisors' section in the Daffy app and website is a unique feature that allows you to add your financial advisor or wealth manager to your account. This feature is designed to help you better manage and maximize your charitable giving. To add your advisor, simply navigate to "Settings" on or the Daffy app, click “Family & Members” and select “Add Members.” You then enter your advisor's contact information and Daffy will send an email and/or text to your advisor to get started. The 'Members and Advisors' section also allows you to remove your advisor from your Daffy fund at any time. You just need to navigate to “Members and Advisors” and click or tap the “x” button next to your advisor’s name to revoke their access. Daffy is a great option for a Donor-Advised Fund (DAF) because it was built to help people be more generous, more often. Unlike most DAFs that have high minimum fees and charge a percentage fee based on the amount of money in the fund, Daffy charges a flat, monthly membership, and offers high-quality, low-cost investment portfolios. This means more of your money goes to the charities and causes you care about most. Moreover, Daffy doesn't charge charities any fees, so they always receive 100% of every donation. Whether you’re looking to be more intentional with your giving, consolidate all your donation receipts into one place, or maximize the many tax benefits of giving through a DAF, Daffy is for you.

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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