Instructions
Step 1: Log into Daffy or use our iOS app and click or tap Add Funds > Stocks, ETFs & Mutual Funds to complete the stock intent form.
⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 2: Initiate your contribution from your Fidelity account by submitting one of the editable, pre-filled paper forms based on your contribution's liquidation type:
When you contribute stock to your Daffy fund, you can recommend how those shares are liquidated, immediately or on a custom schedule. Learn more here.
Tip: Use your Daffy fund name in the “For the Benefit of” section (next to Daffy Charitable Fund). You can find your fund name here.
Step 4: Print and sign the form.
Fidelity may require a Medallion signature on your form, depending on the size of your contribution. Please contact Fidelity for more information.
Step 5: Send the completed form to Fidelity using the instructions at the bottom of Page 2.
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 Fidelity.
🚨 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.