What is the role of financial advisors in this partnership?


Financial advisors play a crucial role in the partnership with Daffy, a unique platform designed to help millions of people be more generous, more often. Once added to your fund, financial advisors have access to your fund through their own secure login and credentials. This allows them to take actions on your behalf, such as viewing your fund balance, portfolio, contributions, and donations. They can also make charitable contributions on your behalf, including stock and crypto, and request a change in your fund’s investment portfolio. Moreover, financial advisors can make one-time or recurring donation recommendations and access a simple tax summary of your deductible contributions. This level of involvement and control ensures that your fund is managed effectively and strategically, aligning with your financial goals and philanthropic desires. Daffy's mission to help people be more generous more often aligns perfectly with the role of financial advisors. Through their involvement with Daffy, financial advisors can help their clients support the causes they care about, making the world a little more generous. In addition, Daffy's CFO, Ed, is committed to ensuring that Daffy can scale successfully. This involves coordination between product, operations, and finance to ensure the proper processes and controls are in place. This commitment to growth and quality ensures that Daffy can deliver a seamless and high-quality experience for its growing members. In conclusion, the role of financial advisors in a partnership with Daffy is not only to manage and grow the fund but also to facilitate generosity and support for causes that matter to the clients. This 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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