As a Daffy member, you can make irrevocable contributions of nearly all publicly traded stocks, ETFs, and mutual funds.
Instructions
Step 1: Create a securities intent on Daffy. Go to the Daffy app or website and select Add Funds > Stocks, ETFs, & Mutual Funds and answer the prompts to let us know the details of your contribution.
⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 2: Next, complete and submit your brokerage's required form to transfer your securities to charity (Daffy). You'll need Daffy's information listed below. If possible, please put your name in the "For Benefit Of" or "Memo" field.
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares.
🚨 The time it takes for your shares to reach Daffy is entirely dependent on the sending brokerage. Contact your brokerage directly for more information.
Brokerage Information
Here is the information you'll need to initiate the securities transfer from your brokerage or through your financial advisor.
Receiving Brokerage Firm Name: Apex Clearing
Receiving Brokerage Firm DTC Number: 0158
Receiving Account Owner Name: Daffy Charitable Fund
Receiving Account Number: 9SC05050 (Note: This account number has 3 zeros not the letter O)
Additional information (if needed):
Daffy's EIN or Tax ID: 86-3177440
Daffy's Address: 221 Main Street, #2061, Los Altos, CA 94023
Daffy's Contact Information: support@daffy.org
If your brokerage requires any other information, email us at support@daffy.org.
Brokerage Forms
See below for brokerage-specific instructions and forms.
Fidelity
Vanguard
Schwab
E-Trade
Merrill
Don't see instructions for your brokerage? Send us their form (support@daffy.org) so we can add them to our list.
Reminders
Daffy liquidates your securities when we receive them and sends the proceeds (in US dollars) to your Daffy account as soon as it is available.
You must initiate the securities transfer through your brokerage. Daffy is not a brokerage firm. We are a charity and cannot initiate a transfer from your brokerage.
To send us securities, you must complete your brokerage's required form(s) to "donate shares" or "gift shares to charity." Your brokerage's support team can point you in the right direction if you need help. See above for brokerage specific instructions.
The time it takes for your securities to reach Daffy depends on the processing times of the brokerage firm sending us the shares. We've seen securities arrive as fast as 1-2 business days and as long as two weeks. Your brokerage firm can give you an estimate of how long your transfer will take to reach Daffy.
Please record the cost basis of an asset you are donating before transferring the asset to Daffy as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy does not have access to cost basis information for contributions so we cannot provide this information at any time.