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What is the purpose of Daffy's investment portfolios?


The purpose of Daffy's investment portfolios is to provide members with a variety of options to grow their charitable impact over time. Daffy understands that every penny counts when it comes to charitable giving, and that's why they offer a total of 13 different portfolios across four categories: Conservative, Standard, ESG, and Crypto. These portfolios are designed to cater to different risk tolerances and giving goals. For instance, the Conservative portfolios are best for members who prioritize capital preservation over investment returns, while the Standard portfolios offer a balanced mix of equities and bonds for those who are comfortable with a moderate level of risk. For members interested in socially responsible investing, Daffy's ESG portfolios are a great choice. And for those who want to venture into the world of digital currencies, Daffy also offers Crypto portfolios. What sets Daffy apart from many other donor-advised funds (DAFs) is that they don't charge an additional management fee for these investment portfolios. This means more of your money goes towards growing your charitable impact. Moreover, Daffy's portfolios are managed by some of the most trustworthy providers in the industry, including Vanguard, Schwab, and BlackRock for the Conservative, Standard, and ESG portfolios, and Coinbase and Bitwise for the Crypto portfolios. In conclusion, Daffy's investment portfolios are designed to maximize your charitable impact by offering a variety of investment options that cater to different risk tolerances and giving goals. Whether you're a conservative investor or a risk-taker, Daffy has the right portfolio 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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