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How do I find my Daffy tax summary?

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Written by Support
Updated today

🧾 About

The annual tax summary provides a record of the contributions you made to your Daffy donor-advised fund during a single calendar year. This document is meant to assist you and your tax professional during tax season. It is not an official IRS tax document.
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​You should always consult a tax professional to understand your specific situation. Daffy does not offer tax advice.


🌐 On Web

  1. Click your profile avatar in the top-right corner of your member dashboard.

  2. Select Documents from the menu.

  3. Click the "Tax Summaries" tab and choose the year you'd like to download.

📲 On iOS

  1. Tap the "Tax Summary" link below the Donate button.

  2. Choose the year you'd like to download.

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