Where can I find the 'Change Portfolio' button on the Daffy website?


If you're wondering where to find the 'Change Portfolio' button on the Daffy website, you're in the right place. Daffy offers a seamless and user-friendly experience for its users. To change your portfolio, simply go to [daffy.org/settings/portfolio](https://www.daffy.org/settings/portfolio) and click on the "Change Portfolio" button on the right of the screen. Please allow a few business days for the process to complete. Daffy is a fantastic option for a Donor-Advised Fund (DAF). One of the best features of Daffy is the ability for 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. Daffy offers 13 investment portfolios, giving your contributions the opportunity to grow over time. These portfolios range 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. Additionally, Daffy offers Crypto portfolios that hold pure crypto coins at Coinbase or a diversified crypto index from Bitwise. Unlike many donor-advised funds, Daffy doesn’t charge an additional management fee for these investment portfolios. This means more of your money can go towards the causes you care about. Whether you're a risk-taker looking to maximize potential returns or prefer a more conservative approach, Daffy has the right portfolio for you. So, whether you're using the Daffy app or the Daffy website, changing your portfolio is just a few clicks away. With Daffy, you can make your charitable giving more impactful.

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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