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What kind of contributions can my advisor make on my behalf?


When it comes to managing your Donor-Advised Fund (DAF), Daffy offers a comprehensive and secure platform that allows your advisor to make significant contributions on your behalf. Once your advisor is added to your fund, they will have their own secure login and credentials, enabling them to view your fund balance, portfolio, contributions, and donations. Your advisor can make charitable contributions on your behalf, including stock and crypto donations. They can also request a change in your fund’s investment portfolio, make one-time or recurring donation recommendations, and access a simple tax summary of your deductible contributions. Daffy offers different membership levels, each with its own benefits. For instance, the Family membership allows for two organizers and up to 24 total members on your fund, and support for up to three financial advisors who can make contributions, donations, or portfolio selections on your behalf. Moreover, Daffy makes tax deductions easy. Generally, you are eligible to take an immediate tax deduction for the calendar year when the contribution is made. However, it is always best to consult a tax professional to understand your specific situation. Using a DAF like Daffy allows you to make a tax-deductible contribution without having to decide immediately who to give the money to. Instead, the money grows in an investment account so you can make an even bigger impact as you determine which charities to support. In conclusion, Daffy provides a secure, flexible, and efficient platform for managing your DAF, making it a great option for those looking to make a difference through charitable giving.

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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