Daffy

Once added, your advisor will access your Daffy fund through their own secure login credentials. This allows them to:

View your fund balance and <a href="https://help.daffy.org/en/collections/3148665-invest-your-daf" rel="nofollow noopener noreferrer" target="_blank">investment portfolio</a>

View your <a href="https://help.daffy.org/en/articles/8143907-getting-started-daffy-definitions" rel="nofollow noopener noreferrer" target="_blank">donations and contributions</a> (including type and amount)

Initiate <a href="https://help.daffy.org/en/collections/3148647-donate-to-charities" rel="nofollow noopener noreferrer" target="_blank">donations</a> (one-time and recurring)

Initiate <a href="https://help.daffy.org/en/collections/3148646-contribute-to-your-daf" rel="nofollow noopener noreferrer" target="_blank">contributions</a> (cash, stock, crypto, and DAF transfers)

<a href="https://help.daffy.org/en/articles/5596736-how-do-i-change-my-investment-portfolio" rel="nofollow noopener noreferrer" target="_blank">Change your fund’s investment portfolio</a>

- View your fund balance and <a href="https://help.daffy.org/en/collections/3148665-invest-your-daf" rel="nofollow noopener noreferrer" target="_blank">investment portfolio</a>
- View your <a href="https://help.daffy.org/en/articles/8143907-getting-started-daffy-definitions" rel="nofollow noopener noreferrer" target="_blank">donations and contributions</a> (including type and amount)
- Initiate <a href="https://help.daffy.org/en/collections/3148647-donate-to-charities" rel="nofollow noopener noreferrer" target="_blank">donations</a> (one-time and recurring)
- Initiate <a href="https://help.daffy.org/en/collections/3148646-contribute-to-your-daf" rel="nofollow noopener noreferrer" target="_blank">contributions</a> (cash, stock, crypto, and DAF transfers)
- <a href="https://help.daffy.org/en/articles/5596736-how-do-i-change-my-investment-portfolio" rel="nofollow noopener noreferrer" target="_blank">Change your fund’s investment portfolio</a>
   

Learn more about fund member permissions <a href="https://help.daffy.org/en/articles/6604373-what-role-permissions-do-members-of-my-fund-have" rel="nofollow noopener noreferrer" target="_blank">here</a>.

What can my advisor do once added to my fund?

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