Brokerage DTC transfer forms vary widely, and many do not include an “FBO” field because the same forms are used to gift stock directly to charities, not just donor-advised funds. For that reason, our pre-filled brokerage forms and Help Center instructions typically include only Daffy’s custodial brokerage information.
To make sure contributions are credited to the correct DAF account, Daffy requires members to create a stock contribution intent before initiating a transfer with their brokerage. That intent tells us which securities are being sent, the number of shares, and which Daffy fund they belong to, allowing us to accurately and securely match incoming transfers even when brokerage forms are limited.
When possible, including your Daffy fund name or account number as a reference on the brokerage form can also help with identification. However, your stock intent is the key step that ensures proper attribution.