⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 1: Log into Daffy on web or use our iOS app and click or tap Add Funds > Stocks, ETFs & Mutual Funds to complete the intent form.
Step 2: Initiate a contribution from your E*TRADE brokerage account online (instructions below), or by submitting this editable, pre-filled paper form. The form already includes Daffy’s account information to make the process easier.
Online Instructions
Log in to your E*TRADE account.
Go to Transfers > Other Services > Make a Charitable Donation.
Select Add Manually to add Daffy as the charity.
Complete the required fields and click Save.
Click Donate and choose the shares you want to transfer.
Review the details and click Confirm to start the transfer to Daffy.
Charity name: Daffy Charitable Fund
Receiving firm name: Apex Clearing
Receiving account number: 9SC05050 (Note: This account number has 3 zeros not the letter O)
Receiving firm DTC: 0158
What Happens Next?
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares from E*TRADE.
🚨 The time it takes for your shares to reach Daffy is entirely dependent on the sending brokerage. Contact your brokerage directly for more information.
Note about Cost Basis
If you would like to send particular lots of a security, it is important that you enter the correct cost basis on the form. Generally, it cannot be changed after the fact. Please record the cost basis of an asset you are donating before transferring the asset to charity, 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 will not be able to provide this information at a future date.