Step 1: Log into your Betterment account* and navigate to the Transfers page.
Step 2: Scroll down to select the âDonate to Charityâ option under âOther Ways to Transfer.â
âStep 3: From the menu of available charities, select Daffy.
If you donât have a Daffy account yet, youâll be prompted to create one. Please use the same email address you use for your Betterment account.
Step 4: Select the Betterment account you want to use to contribute shares to Daffy and the amount youâd like to contribute.
Step 5: Review and confirm your contribution to Daffy.
Please allow 1 business day after your contribution has left your Betterment account to see it reflected in your Daffy account.
Once we receive and liquidate your shares, your Daffy balance will update to reflect the proceeds. You can then log into Daffy and make donations to almost any U.S. charity youâd like to support.
* This feature is only available on Betterment.com. Read Betterment's FAQs for more details.