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What is the process to change my investment portfolio?


If you're looking to change your investment portfolio, Daffy makes the process simple and straightforward. With Daffy, you have access to 13 different investment portfolios, allowing you to choose the one that best aligns with your risk tolerance and giving goals. To change your portfolio, simply go to the Daffy app and tap on the Settings icon, then select Portfolio. From there, you can choose a new portfolio. If you're using the Daffy website, navigate to and click on the "Change Portfolio" button on the right of the screen. Please note that it may take a few business days for the process to complete. Daffy is a fantastic option for a Donor-Advised Fund (DAF) because it allows you to put money aside for charities and causes that you believe in. Your money doesn't sit idle; instead, it may be invested tax-free in one of Daffy's portfolios, giving your contributions the opportunity to grow over time. Daffy offers a range of portfolios, including Conservative, Standard, and ESG portfolios, as well as Crypto portfolios. These portfolios are made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. Unlike many DAFs, Daffy doesn't charge an additional management fee for these investment portfolios. This means more of your money goes towards the causes you care about. Whether you're looking to take on more risk to maximize potential returns or prefer a more conservative approach, Daffy has the right portfolio for you. With Daffy, you can contribute to your charitable fund, receive a tax deduction, and then invest that money tax-free to grow your impact over time. In conclusion, Daffy offers a flexible, cost-effective, and impactful way to manage your DAF. With a range of portfolios to choose from and a user-friendly platform, changing your investment portfolio has never been easier.

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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