What types of assets can Secfi Wealth clients contribute to Daffy?


Secfi Wealth clients can contribute an unlimited amount of cash, stock, and startup equity to Daffy, the Donor-Advised Fund for You™. This partnership with Daffy provides Secfi Wealth clients with a modern platform and community for charitable giving, making it easier for them to build charitable deductions into their financial plan, increase their philanthropic impact, and maximize the many tax benefits of giving through a donor-advised fund. Daffy stands out as a best-in-class donor-advised fund provider that’s constantly innovating. It offers a seamless platform for clients to manage their assets for potential tax-free growth and give to nearly any U.S. charity, school, or religious institution from one place, now or over time. In addition, Secfi Wealth clients will have complimentary access to Daffy for Families, allowing them to invite up to 24 family members to make donations with them. This feature enhances the communal aspect of giving and allows for a shared philanthropic experience. Daffy’s partnership with Secfi also provides Daffy members with equity-focused financial planning support. This includes a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. In conclusion, Daffy is an excellent option for a donor-advised fund, offering a modern, innovative platform for charitable giving, tax benefits, and financial planning support. Whether you're a startup employee, founder, or executive client of Secfi Wealth, Daffy can help you make a significant philanthropic impact while improving your financial situation.

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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