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Transfer a donor-advised fund

Support avatar
Written by Support
Updated this week

You can transfer all or a part of your existing donor-advised fund to Daffy. 🎉

Steps To Take

  1. Log into Daffy, click or tap “Add Funds,” and then “Donor-advised fund transfer”

    1. If you’re logged into our website, you can initiate the transfer right on Daffy through our partner Chariot's DAFpay feature. Alternatively, you can start your transfer by logging into your current DAF provider’s website and initiating a donation (grant) to Daffy.

  2. Log into your existing DAF provider either through DAFpay or the provider’s website.

  3. Make a donation (grant) of any amount to Daffy Charitable Fund.

    1. Search for Daffy using our Tax ID: 86-3177440.

    2. Make sure your grant is not anonymous.

Information You’ll Need

  • Daffy’s Tax ID (EIN) is 86-3177440.

  • In the grant designation section, include the name on your Daffy account.

  • If required, also indicate the grant is for “where needed most.”

  • If needed, Daffy's address is 221 Main Street, #2061, Los Altos, CA 94023.

  • You’ll receive a notification from us when your DAF transfer funds are in your Daffy account.

🚨 To avoid delays, please make sure your DAF transfer to Daffy isn’t anonymous. We need your name to match your transfer to your account.

How Long Will It Take?

A DAF transfer can take up to several weeks to reach Daffy depending on the processing time of the sending DAF (i.e. your current provider). Daffy has no control over this. To get a better sense of how long it will take for your DAF transfer to reach Daffy, we recommend reaching out to your current DAF provider directly.​
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Why Transfer Your DAF?

Donor-advised funds are great financial products. They allow you to put money aside when it is convenient for you, with all the tax benefits of a charitable contribution. If you already have a donor-advised fund, you are probably paying too much in fees.
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In this video, we explain how much you can save on fees when using Daffy compared to traditional DAF providers. We also walk through the steps you need to take to move your current DAF over to Daffy.

Still Need Help?

If you or your current DAF provider have any questions, email us at support@daffy.org.

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