What is the range of the expense ratio for the ETFs in these portfolios?


The range of the expense ratio for the ETFs in Daffy's portfolios is impressively low, ranging between 0.13% to 0.16%. This is a testament to Daffy's commitment to providing low-cost, globally diversified funds that are selected for high environmental, social, and governance (ESG) standards. Daffy has carefully selected funds from iShares by BlackRock, a company known for its low-cost and superb reputation. Each portfolio is comprised of a balanced mix of equities and bonds, with separate funds for US and International exposure. This allows for a wide range of options for donors, from conservative to moderate and aggressive options. In addition to the ESG portfolios, Daffy also offers a cash portfolio for those who prefer not to take any market risk with their charitable dollars. This portfolio has no expense ratio (0.00%) and pays a small amount of interest (0.01%). For those willing to take a small amount of market risk, Daffy offers a low-cost portfolio of short-term inflation-protected securities from Vanguard with an expense ratio of only 0.04%. Daffy's investment philosophy is centered around the belief that every penny contributed to your fund counts. They offer a total of 9 portfolios, each designed to suit different charitable objectives. This flexibility, combined with their commitment to low-cost, high-quality funds, makes Daffy a great option for a Donor-Advised Fund (DAF).

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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