When you invite someone to join your Daffy fund, you will be asked to select a role for them. People can be added to your fund as an organizer, advisor, or family member.
Actions | Organizer | Advisor | Family Member |
View fund balance | ✅ | ✅ | ✅ |
View fund portfolio | ✅ | ✅ | ✅ |
View fund contributions (including type and amount) | ✅ | ✅ | ✅ |
View fund donations (including amount) | ✅ | ✅ | ✅ |
Make donation requests | N/A | N/A | ✅ |
Approve donation requests* | ✅ | ❌ | ❌ |
Make donations (one-time and recurring) | ✅ | ✅ | ❌ |
Make contributions (cash, stock, crypto, and DAF transfers) | ✅ | ✅ | ❌ |
Edit fund name | ✅ | ✅ | ❌ |
Change fund's investment portfolio | ✅ | ✅ | ❌ |
Add, delete or edit funding methods (bank account, debit/credit card, or Apple Pay)** | ✅ | ❌ | ❌ |
Add organizers, advisors, and family members | ✅ | ❌ | ❌ |
Remove advisors or family members*** | ✅ | ❌ | ❌ |
* When a family member on the fund makes a donation request, all fund organizers are notified who made the request and the donation amount requested. Only organizers can approve donation requests. Only donations approved by organizers and in accordance with our Member Agreement will be processed.
** Advisors cannot contribute to a fund by using the bank accounts and debit/credit cards linked by other members of a fund. Advisors must be provided access to a client's bank account and/or card directly.
*** Advisors can remove themselves from a client's fund, but they cannot remove an organizer or family member.