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