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: Log into your Vanguard brokerage account and click on Forms > Add or remove owners, inherit accounts, gift shares
Step 3: Select Gift assets to individual/organization and then choose Other financial institutions. Enter the following DTC number: 0158
Step 4: Select the holdings you want to gift. When asked, “Would you like to reveal your identity to the charity?”, choose Yes. (We need your name to properly attribute the transfer to your Daffy account.)
Step 5: Enter the receiving brokerage information for Daffy and submit the form. 🎉
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.
Here’s the information you’ll need:
Receiving firm type: Brokerage firm
Name of receiving brokerage firm: Apex Clearing
Name of individual trust or organization: Daffy Charitable Fund
Account number for immediate liquidation: 9SC05050 (Note: This account number has three zeros)
-OR-
Account number for custom liquidation: 9SC05015
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 Vanguard.
🚨 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.