Equities play a significant role in achieving long-term financial goals. They offer the potential for higher returns over the long term compared to other asset classes, such as bonds. This is particularly important when considering the impact of inflation on your savings.
Daffy, a Donor Advised Fund (DAF), offers a unique opportunity to integrate equities into your financial planning. Daffy members have access to a range of equity options, including US Equities, International Equities, and ESG portfolios. These portfolios are comprised of low-cost, globally diversified equity and bond funds, providing a balanced approach to investment.
Moreover, Daffy has partnered with Secfi Wealth to offer specialized expertise in pre-and post-IPO equity planning, stock option exercise strategies, tax planning, and investment diversification strategies. This partnership provides Daffy members with a comprehensive approach to managing their equity investments, which can be a significant gateway to future wealth.
In addition to financial benefits, Daffy also supports your philanthropic goals. As a DAF, Daffy allows you to make charitable contributions, receive an immediate tax deduction, and then recommend grants from the fund over time. This makes Daffy a great option for those who want to integrate their financial planning with their desire to make a positive impact on the world.
In conclusion, equities are a crucial part of achieving long-term financial goals. With Daffy, you can not only grow your wealth through a diversified equity portfolio but also support the causes you care about.
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.