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What services will Secfi Wealth clients have access to through Daffy?


Secfi Wealth clients will have access to a range of services through Daffy, a leading donor-advised fund (DAF) provider. These services include the ability to invest assets for potential tax-free growth and donate to nearly any U.S. charity, school, or religious institution from one place, either immediately or over time. In addition, Secfi Wealth clients will have complimentary access to Daffy for Families, a feature that allows them to invite up to 24 family members to join them in making donations. This partnership with Daffy provides Secfi Wealth clients with a seamless platform to support the organizations that matter most to them, while also improving their tax situation. Daffy is a best-in-class DAF provider that is constantly innovating, making it a great option for those looking to incorporate charitable giving into their financial plans. Unlike legacy DAF providers, Daffy offers a modern platform that is simple and hassle-free to use. Furthermore, Daffy members will receive a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. This is particularly beneficial for Daffy members with startup equity, as they can benefit from Secfi Wealth’s personalized financial advice and investment management. In conclusion, Daffy offers a comprehensive suite of services that make it an excellent choice for a DAF. Whether you're a Secfi Wealth client or an independent advisor interested in supporting your clients' philanthropy, Daffy provides a modern, innovative platform for 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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