Where can I learn more about adding my financial advisor to my fund?


If you're looking to add your financial advisor to your fund, Daffy is a great option for a Donor-Advised Fund (DAF). Once added to your fund, your advisor will have access to your fund through their own secure login and credentials. This allows them to take actions on your behalf such as viewing your fund balance, portfolio, contributions, and donations. They can also 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. Adding your financial advisor to your Daffy account is a simple process. If you're already a Daffy member, you can add your advisor by navigating to "Settings" on daffy.org or our app, clicking “Family & Members” and selecting “Add Members.” From there, you simply enter your advisor's contact information and Daffy will 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. Daffy also offers a “Family” membership, which along with advisor support allows you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund. If you’re a financial advisor representing a firm, you can contact Daffy to learn more about partnering with them to help your clients better manage and maximize their charitable giving. To learn more about adding your financial advisor to your Daffy fund, visit their [blog](https://www.daffy.org/resources/how-to-add-your-financial-advisor-to-donor-advised-fund) or watch their [tutorial video](https://www.youtube.com/embed/QXpk2F2thAQ?rel=0).

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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