Daffy

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Contribute cash, stock, crypto, or transfer your existing DAF

Contribute to Your DAF

What cryptocurrencies does Daffy accept?

How do I contribute crypto?

How do I contribute crypto from Robinhood?

Crypto

Stock, ETFs, & Mutual Funds

What is a stock intent?

Does my brokerage firm support charitable stock transfers?

What happens to my shares after I transfer them to Daffy?

When will my stock contribution appear in my Daffy account?

Can Daffy request or initiate a stock transfer from my brokerage?

Does Daffy accept stock transfers through ACATS?

How do I find the cost-basis of the shares I contributed?

How does Daffy know which DAF to credit when stock is sent via DTC?

Can I change my custom liquidation plan?

How to Contribute Stock

How do I contribute stock from my Betterment account?

How do I contribute stock from my Schwab account?

How do I contribute stock from my E*TRADE account?

How do I contribute stock from my Fidelity account?

How do I contribute stock from my Vanguard account?

How do I contribute stock from my Merrill account?

How do I contribute stock from my J.P. Morgan account?

How do I contribute stock from my brokerage account? (General Instructions)

What information does my brokerage need to send my shares to Daffy?

Brokerage Instructions

What is the Private Stock Donation Program?

How does a contribution of private stock work?

How can people donate if the shares aren’t liquid?

What are the benefits of donating private stock?

When should a company run this program?

Private Stock Program

How do I contribute cash?

How do I transfer a donor-advised fund?

Cash & DAF Transfers

How do I set up a recurring contribution?

How do I cancel a contribution?

How do I check on the status of a contribution?

Manage Contributions

Can I contribute from my IRA?

Can I use PayPal to contribute to my Daffy fund?

Is there a minimum or maximum contribution size?

FAQs

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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