As a Daffy member, you can make irrevocable contributions of nearly all publicly traded stocks, ETFs, and mutual funds.
Instructions
Step 1: Confirm that your brokerage firm supports charitable transfers via DTC.
Step 2: Create a stock intent. Go to Add Funds > Stocks, ETFs, & Mutual Funds and answer the prompts to let us know the details of your contribution.
🛑 Please make sure you create a matching stock intent before initiating the transfer with your brokerage (Step 3).
Step 3: Complete and submit your brokerage's required form to transfer your securities to Daffy. Here's the information you'll need from Daffy.
⏳ The time it takes for your shares to reach Daffy is entirely dependent on the sending brokerage. Contact your brokerage directly for specific timing.
Brokerages
Not all brokerages support stock transfers to donor-advised funds. Contact your brokerage’s support team to ask if they allow charitable transfers via DTC.
If your brokerage does support DTC charitable transfers, here's the information they will need from Daffy.
👉 See brokerage-specific instructions below:
Cost Basis
Please record the cost basis of an asset you are donating before transferring the asset to Daffy 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 cannot provide this information at any time.