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What happens to my shares after I transfer them to Daffy?

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Written by Support
Updated this week

When you contribute stock to your Daffy fund, you can recommend how those shares are liquidated.

By default, like all donor-advised funds, Daffy liquidates contributed stock shortly after it arrives and invests the proceeds into your selected investment portfolio. This is referred to as "immediate liquidation."

Our custom liquidation feature, on the other hand, allows you to recommend how and when the donated shares should be sold:

  • Held for a period of time

  • Sold down gradually

Note: Custom Liquidation is a feature specific to Daffy's Philanthropist membership ($40 per month).

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