Today, we are excited to announce that Gelt, a tech-enabled tax platform built for today's investors, founders, and business owners, has partnered with Daffy, the Donor-Advised Fund for You™, to provide their clients with a seamless solution for tax-smart charitable giving.

Starting today, Gelt clients will have access to Daffy's modern platform and community for charitable giving with waived membership fees for the remainder of 2025. This partnership helps simplify a critical—but often overlooked—part of tax planning: charitable giving. Together, Gelt and Daffy offer the best of both worlds: strategic tax planning and a best-in-class giving experience, all in one place.

Gelt clients receive complimentary access to Daffy

With Daffy, Gelt clients will be able to contribute an unlimited amount of cash, stocks, ETFs, and crypto in seconds. They can also invest those charitable assets for tax-free growth and give to nearly any U.S. charity, school, or religious institution from one place, now or over time.

Gelt clients will also have access to features such as Daffy for Families, which allows them to invite family members to donate together, and Daffy Campaigns, a fundraising feature that lets members raise money for up to six charities in a single campaign and even match donations. An additional benefit includes the ability to request a custom investment portfolio from over 450 ETFs.

"Giving generously is powerful. Giving strategically is even more powerful. That's why we're excited to partner with Daffy—to help our clients turn charitable intent into real tax efficiency and assist their clients with thinking more strategically about their donations." — Assaf Frances, Head of Growth at Gelt

"Donor-advised funds are one of the most powerful financial tools available for reducing taxes while supporting the charities and causes that you care about. By partnering with Gelt, we’re helping make it easier for people to take full advantage of these benefits—whether that means optimizing deductions, reducing capital gains, or planning ahead for major liquidity events—through smart tax strategies that fit seamlessly into their broader financial plans." — Adam Nash, Co-founder & CEO of Daffy

Daffy members get expert tax planning support

Since many Daffy members could benefit from Gelt's personalized tax strategies, Daffy members will receive 10% off their first year of Gelt membership.

If you're a Daffy member and would like support with tax planning around equity compensation, business ownership, real estate investments, or other complex financial situations, you can find more details here.

"At Daffy, we believe financial wellness should include not just how you spend and invest—but also how you give. Gelt shares that vision, and together we’re working to make both philanthropy and tax strategy more accessible and intuitive for more people." — Adam Nash, Co-founder & CEO of Daffy.

If you're a Gelt client, you can get access to Daffy with waived membership fees for the remainder of 2025 by logging into your Gelt account to get started.

If you're a Daffy member interested in working with Gelt to support your tax planning, you can learn more here.

And if you’re an advisor or organization interested in partnering with Daffy, we invite you to contact us here.