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What will my advisor no longer be able to do once I remove them from my Daffy fund?


Once you remove your advisor from your Daffy fund, they will no longer have access to your fund through their own secure login and credentials. This means they will no longer be able to view your fund balance, portfolio, contributions, and donations. They will also lose the ability to make charitable contributions on your behalf, including stock and crypto, 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. While this may seem like a significant change, it's important to remember that Daffy is designed to be user-friendly and easy to manage on your own. You can easily view your fund balance, portfolio, contributions, and donations, make charitable contributions, and even request changes to your fund’s investment portfolio. Plus, Daffy offers a simple tax summary of your deductible contributions, making it easy to keep track of your charitable giving for tax purposes. Moreover, Daffy is a cost-effective option for managing your donor-advised fund (DAF). Unlike other DAF providers, Daffy is transparent about its fees, and you may find that you save money by moving your account to Daffy. Transferring money from an existing DAF to Daffy is a simple three-step process: open an account at Daffy, select “DAF Transfer”, and then make a “grant recommendation” to Daffy Charitable Fund from your existing fund. At Daffy, we believe in the power of giving and the importance of making it a habit. We're convinced that once you try our service, you'll see there's no reason to pay more in fees elsewhere. So why not give Daffy a try? You'll not only save money, but you'll also be part of a community that's committed to making a difference.

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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