New! Campaigns, support food banks near you & more

What is the tax advantage of donating an investment that has been held for more than a year?


With Daffy, you can donate your long-term held investments, including stocks and crypto, directly to your DAF. This allows you to avoid paying capital gains tax on the appreciated value of your assets, and you can claim the full fair market value of your donation as a tax deduction. Daffy makes the process of donating your appreciated assets simple and straightforward. You can easily transfer your stocks or crypto to your DAF, and then recommend grants to your favorite charities at your convenience. This allows you to consolidate your charitable giving into one transaction, making it easier to manage and track your donations for tax purposes. Moreover, Daffy's platform is designed to handle the unique complexities of crypto donations, ensuring that you can maximize your tax benefits while supporting the causes you care about. In conclusion, if you have investments that have been held for more than a year and have appreciated in value, donating them to a DAF like Daffy can provide significant tax advantages. Not only can you avoid capital gains tax, but you can also claim a larger tax deduction, all while supporting your favorite charities. It's a win-win situation for you and 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.

Get your Daffy account
Simplify your giving with Daffy, the Donor-Advised Fund for You™. Easily donate to almost every US public charity, track tax-deductible contributions, and access donation receipts all in one place.
Try Daffy for free
Daffy waives all membership fees for members with less than $100 in their fund, so get started today for free!

Don’t forget to download the app

Scan the QR code to get the iPhone app

Download on the App Store.
QR code to download the app from the App Store.