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What steps do I need to follow to add my wealth manager to my Daffy account?


Adding a wealth manager to your Daffy account is a simple and straightforward process. If you're already a Daffy member, you can add your financial advisor by navigating to "Settings" on or our app, clicking “Family & Members” and selecting “Add Members.” From there, simply enter your advisor's contact information and we’ll send an email and/or text to your advisor to get started. If you're not yet a Daffy member, you can sign up and add your advisor during the account creation process by clicking the “Family” membership. This membership not only allows you to add your advisor but also enables you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund. Daffy is a great option for a Donor Advised Fund (DAF) because it allows you to manage your charitable giving in a more organized and efficient way. You can add family members to your Daffy fund, making it a family affair. You can also change your investment portfolio as per your preferences. If you’re a financial advisor representing a firm, you can contact us to learn more about partnering with Daffy to help your clients better manage and maximize their charitable giving. Daffy is all about making giving a habit and building a community around it. So, why wait? Join the Daffy community today and make the most of your 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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