Today, SpaceX (Ticker: SPCX) is going public at a $1.75 trillion valuation. Over the past year, other space stocks like Intuitive Machines (Ticker: LUNR), AST SpaceMobile (Ticker: ASTS), and RocketLab (Ticker: RKLB) are up roughly 150%, 190%, and 290% respectively.
And yet, if you have a donor-advised fund (DAF) at Fidelity Charitable, DAFgiving360 (formerly known as Schwab Charitable), or Vanguard Charitable, you can’t include these stocks in your fund. Why?
We started Daffy with a simple idea that all of the incredible technology that has given investors better ways to spend, save, and invest could also be used for giving. The tools we use to save and invest for ourselves have gotten dramatically better over the past two decades. The tools we use to give have barely changed at all.
When we launched Custom Portfolios in July 2024, we set out to change that. We gave every Daffy member, regardless of account size, the ability to customize the investments in their charitable fund down to the ETF level. No advisor required. No minimum balance.
Members have taken to it fast. As of June 1, 2026, members have recommended portfolios holding more than $300 million through Custom Portfolios.
Earlier this year, we expanded the lineup to more than 680 ETFs from providers including Vanguard, iShares, Fidelity, Schwab, State Street, Dimensional, Avantis, and Invesco.
We're taking the next step.
Starting today, Daffy members can recommend Custom Portfolios that include individual stocks. Select up to 20 holdings chosen from 680+ ETFs and 2,200+ individual stocks.
And yes, that includes SpaceX. 🚀
Why Investment Flexibility Matters
Most donor-advised funds still limit members to a relatively small menu of pooled investment options. In many cases, holding individual stocks requires working through an advisor and a balance of $5 million or more.
We think charitable investing should be accessible to anyone who gives.
At Daffy, we believe better charitable investing leads to more charitable giving. When people have confidence in how their charitable assets are invested, they're more likely to set aside more for the causes they care about. That's important because every dollar of growth inside a donor-advised fund belongs to charity.
Investment flexibility isn't just about having more choices. It's about helping charitable dollars work harder for the causes members care about.
More Investment Options than Atoms in Planet Earth
Starting today, members can combine more than 680 ETFs and 2,200+ individual stocks inside a single Custom Portfolio. We have also expanded our portfolios to allow for up to 20 different securities. That’s a lot of flexibility.
In fact, Custom Portfolios now support over 10^51 different configurations, more than 32x the number of atoms in all of planet Earth.
Some members will keep things simple with a portfolio built primarily from broad-market ETFs with a small allocation to a company they know and believe in. Others may build around long-term themes, sectors, or investment ideas. And some may choose to mirror the portfolio they already manage for themselves, allowing their charitable assets to grow alongside the same convictions that guide the rest of their investments.
Members can hold up to 20 assets, adjust allocations down to 1%, and manage everything through the same clean, color-coded experience they already use today. Our portfolios are tax-free and evaluated daily for automatic rebalancing.
It's another first for the industry, and it means your charitable fund can finally reflect not just how you invest, but exactly what you believe in — whether that's the broad market, a cause-aligned sector, or making humanity multi-planetary.
Already Own Appreciated Stock?
Custom Portfolios isn't the only way to support charity with individual stocks at Daffy. If you already own appreciated shares, whether from your employer or personal investment, you can contribute them directly to your Daffy fund. With Custom Liquidation, you can then recommend how those shares are sold: immediately, gradually, at a later date, or hold indefinitely.
For example, as a Daffy member, you can now:
- Contribute SpaceX shares, claiming an immediate tax deduction for their full market value. (SpaceX employees should consult their equity administrators for eligibility and lock-up timing.)
- Recommend selling those shares or holding them until there is a need for a donation.
- Allocate a percentage of their custom portfolio to SpaceX stock.
Together, these features make it possible both to contribute the stock you already own and have your donor-advised fund invest in the companies you believe in.
Save, Invest, and Give with Daffy
One of the biggest limitations of traditional donor-advised funds has always been their lack of investment flexibility.
We keep expanding Custom Portfolios because we believe that when members can align their charitable investments with their own convictions and giving plans, they're more likely to put money aside for charity.
Every dollar of tax-free growth inside a donor-advised fund is another dollar available for charity, and Daffy’s low fees mean even more of those funds will be available for the causes and organizations that you care about.
Individual stocks in Custom Portfolios are available now on web and iOS. 🙏
And if you aren’t a member yet? Today is the perfect time to join.
Ad Astra.
The information on this page is for educational purposes only and should not be considered tax or investment advice. Any calculations are intended to be illustrative and do not reflect all of the potential complexities of individual tax returns. Please consult a tax and/or investment professional to assess your specific situation.