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Join Daffy, on us.

Secfi Wealth clients are invited to join Daffy, the modern platform and community for charitable giving.

Daffy, the Donor-Advised Fund for You™, allows you to give to nearly every U.S. non-profit. Your favorite charity. Your alma mater. Your place of worship. All from one place.

And because we think this is so important, we’ll cover the membership cost.

Contact your advisor
Daffy
Good to know

A donor-advised fund (DAF) is just like a 401K for retirement, or a 529 plan for college, except for charity.

Benefits

Why our clients love Daffy’s Donor Advised Funds

Set up in minutes

Contribute using stocks, ETFs, crypto, or cash

Automate donations to regularly support your favorite organizations

Disburse funds over a multi-year period

Lower your tax bill

Invite your family members to make donations

Track all receipts on one place

Daffy

Give back and lower taxes

Secfi & Daffy

Immediate income tax deductions

No capital gains taxes when you donate long-term appreciated stock, ETFs, or crypto

Qualify for itemized deductions by bunching two or more years of charitable contributions

How it works

Make a tax-smart giving plan

Work with your advisor to ensure you’re maximizing the tax benefits of giving and building charitable deductions into your financial plan

Invest

Your advisor can help you choose the appropriate tax-free portfolio, so your contributions can grow over time.

Give

Make one-time or recurring donations in seconds to those charities that matter to you.

Track

View all your donation receipts in one convenient place to simplify tax prep.

Daffy

Access a better system for giving

Meet your advisor