How do I transfer my current donor-advised fund (DAF)?

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

Steps To Take

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.
Log into your existing DAF provider either through DAFpay or the provider’s website.
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, please include the name on your Daffy account.
- We need your name to match the funds to your Daffy account when they arrive.
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.

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.

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.

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.

What is a donor-advised fund?

How can I contribute cash to my Daffy fund?

What are the benefits of a donor-advised fund (DAF)?

Getting Started: How do I make a contribution?

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