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What is the partnership between Daffy and Secfi about?


The partnership between Daffy and Secfi is aimed at making charitable giving easier for startup employees. Secfi, a leading platform for equity planning, financing, and wealth management for startup employees, has chosen Daffy as its preferred donor-advised fund (DAF) provider for its wealth startup employees, founders, and executive clients. Daffy, known as the Donor-Advised Fund for You™, offers a modern platform and community for charitable giving. With this partnership, all Secfi Wealth clients will have complimentary access to Daffy’s platform. This will enable them to work with their advisors to build charitable deductions into their financial plan, increase their philanthropic impact, and maximize the many tax benefits of giving through a DAF. Daffy stands out as a great option for a DAF because it allows Secfi Wealth clients to contribute an unlimited amount of cash, stock, and startup equity. They can also benefit from Secfi Wealth’s personalized financial advice and investment management. Daffy members will receive a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. Daffy's CEO, Adam Nash, emphasizes that startup equity is an important gateway to future wealth. Through the partnership with Secfi, Daffy members can access specialized expertise in pre-and post-IPO equity planning, stock option exercise strategies, tax planning, and investment diversification strategies. Secfi Wealth clients can also access Daffy for Families, allowing them to invite up to 24 family members to make donations with them. This partnership not only supports the philanthropic goals of Secfi Wealth clients but also improves their tax situation through one seamless platform. In conclusion, Daffy's partnership with Secfi underscores its commitment to making charitable giving easier and more accessible for startup employees. It also highlights Daffy's role as a leading DAF provider that's constantly innovating to meet the needs of its members.

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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