If you're already a Daffy member:
Go to daffy.org/settings/members or, if you're using the Daffy app, go to Settings > Members and Advisors.
Click or tap the “Add People” button and enter your advisor's contact information. We'll send them a sign up link to join your fund.
If you're not yet a Daffy member, you can add your advisor during the account signup process. You can also invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund.
If you’re a financial advisor representing a firm, learn more here about partnering with Daffy to help your clients manage and maximize their charitable giving.