When Daffy launched Custom Portfolios in July 2024, we gave our members something no other donor-advised fund offers: the ability to customize the investment portfolio of their donor-advised fund down to the ETF level.
Most traditional DAF providers including the big names like Fidelity Charitable and DAFgiving360 (formerly known as Schwab Charitable) require you to work through an advisor just to adjust your investments. Worse, investment customization is typically gated behind minimum balances of $250,000 or more.
We built Daffy to be different. Every member, regardless of account size, can recommend a custom portfolio of up to 10 ETFs from a curated list of options across providers like Vanguard, iShares, Fidelity, Schwab, State Street, and more — with allocations adjustable down to 1% increments and each fund color-coded across 20+ asset classes.
It was a first for the industry, and the response has been incredible. As of February 2026, members have recommended portfolios holding over $165 million with Custom Portfolios.
We know that for most donor-advised funds, change is rare, and innovation even rarer. But at Daffy, we believe in the power of technology to help people be more generous.
Today, we’re announcing that Custom Portfolios has been upgraded to be even more powerful.
680+ ETFs Now Available in Custom Portfolios
One of the things we’re most proud of at Daffy is that we genuinely listen to our members. Many of the additions we're announcing today came directly from member requests, and that's exactly how it should work.
We're excited to announce that Daffy now supports over 680 ETFs, with the addition of funds from three highly respected providers: Dimensional Fund Advisors, Avantis, and Invesco. In addition, we have updated the fund lists from existing providers like Vanguard, Fidelity, Schwab, iShares, and State Street. Whatever your philanthropic needs are, Daffy is committed to making it even easier to recommend a portfolio that is right for your donor-advised fund. 🎉
These aren't just any additions. They represent some of the most sought-after investment strategies in the market. Dimensional Fund Advisors built their reputation on decades of evidence-based, academic research. Avantis brings a sophisticated factor-tilting approach that has attracted serious long-term investors. And Invesco rounds out the lineup with one of the broadest and most versatile fund families available. View the full list of ETFs available.
Over 5 Sextillion Ways to Invest Your DAF
With over 680 ETFs on the platform and the ability to recommend up to 10 ETFs for a custom portfolio, there are now over 5 sextillion different custom portfolios possible on the Daffy platform. That is roughly the number of grains of sand on all the world’s beaches combined. (No, we did not make up the word sextillion. It’s what happens when you multiply a billion times a trillion. 10^21.) 🤯
The portfolios our members are recommending range from beautifully simple to highly sophisticated. To give you a sense of what's possible, here are three examples, starting with a real Daffy member:
First, meet Lester — he discovered Daffy while searching for DAFs and hasn't looked back. The Custom Portfolio in his fund is 100% VTI, the Vanguard Total Stock Market ETF. Simple, low-cost, and broadly diversified across the entire U.S. stock market. It's also the most popular single fund across all Custom Portfolios on Daffy.
Next, meet Clare — she wants a portfolio that can weather any market environment. She allocates across stocks, long-term and intermediate bonds, gold, commodities, and Bitcoin to balance risk and return, ensuring her charitable fund is positioned to grow steadily regardless of market conditions, and that she always has funds available to give.
Lastly, meet Derek — he is a big believer in Dimensional Fund Advisors and their approach to long-term, low-cost index funds that include factor-based investing. He recommends one of Dimensional’s standard portfolios, the Dimensional Core Plus ETF 100/0 Wealth Mode.
Save, Invest, and Give More with Daffy
One of the top objections to traditional donor-advised funds is the extremely limited investment options. We built Custom Portfolios because we believe that when members can tailor their investments to their preferences and personal giving plan, they’re more likely to put more aside for charity.
Whether you're managing your donor-advised fund for short-term giving, long-term growth, or somewhere in between, Custom Portfolios lets you match your investments to your giving goals in a way that simply isn't possible anywhere else. You can incorporate factor strategies, diversify across asset classes, hold a portion in short-term bonds for near-term donations, or go all-in on a globally diversified equity portfolio: the choice is yours, and it's all just a few taps away.
If you're a Daffy member, these new ETFs are available now on web and iOS.
Not a member yet? There's never been a better time to open an account and start building a charitable fund that truly reflects how you invest, and how you give. 🙏