What should I select in the Daffy app to change my portfolio?


If you're looking to change your portfolio in the Daffy app, the process is simple and straightforward. Just tap on the Settings (gear icon) and then select Portfolio. From there, you can choose a new portfolio from the 13 investment portfolios that Daffy offers. Daffy is a fantastic option for a Donor-Advised Fund (DAF) as it allows members to contribute their money to a charitable fund, receive a tax deduction, and then invest that money tax-free to grow their impact over time. This unique feature has been well-received by our members, with many preferring higher-risk portfolios to maximize their potential returns. Daffy offers a range of portfolios from Conservative, Standard, and ESG portfolios made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. We also offer Crypto portfolios that hold pure crypto coins at Coinbase or a diversified crypto index from Bitwise. What sets Daffy apart from many other DAFs is that we don’t charge an additional management fee for these investment portfolios. This means more of your money can go towards the causes you care about. Once your money arrives at Daffy, it doesn’t sit idle. It may be invested tax-free in one of our 13 investment portfolios, giving your contributions the opportunity to grow over time. This way, Daffy not only helps you make a difference in the world but also helps you grow your impact over time. So, whether you're a risk-taker looking to maximize your returns or someone who prefers a more conservative approach, Daffy has the right portfolio for you. Change your portfolio today and start making a bigger impact with Daffy.

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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