As a Daffy member, the money you put aside for charity can be invested tax-free in an investment portfolio of your choice, giving your contributions the opportunity to grow over time.
Our various investment options allow you to match your investment goals, risk tolerance, and giving timeline. Daffy offers four categories of pre-approved, expertly crafted portfolios, as well as the ability to request a custom portfolio.
Conservative | Conservative portfolios are ideal for members who regularly contribute and donate from their fund, prioritizing capital preservation over long-term returns. These portfolios consist of cash, treasury, and bond funds. |
Standard | Standard portfolios are ideal for members seeking the best risk-adjusted returns net of fees. These portfolios offer low-cost, globally diversified equity and bond index funds. |
ESG | ESG portfolios are ideal for members who want to incorporate sustainable investing into their strategy, focusing on environmental, social, and governance (ESG) criteria. These portfolios feature low-cost, globally diversified equity and bond funds. |
Crypto | Crypto portfolios are ideal for members who believe in crypto as the future of finance and are willing to embrace more risk. These diversified portfolios encompass stocks, bonds, and crypto, as well as pure crypto portfolio offerings in a single coin. |
Custom | Custom portfolios are ideal for members who want to tailor their portfolio to match their unique giving goals and maximize their charitable impact. Choose from hundreds of low-cost ETFs to propose a custom portfolio for your Daffy fund. |
For more information on our portfolio options, go to daffy.org/portfolios