Steps To Take
You can transfer all or a part of your existing donor-advised fund (DAF) to Daffy.
Create a DAF contribution on Daffy by clicking or tapping the "Add Funds" button on the member homepage and then “donor-advised fund transfer.”
Complete the form to indicate how much you are transferring and from which provider.
We need this information to avoid delays in attributing the the funds to your Daffy account when they arrive.
Log into your existing DAF provider account.
Make a grant of any amount to the Daffy Charitable Fund
EIN: 86-3177440
Make sure your grant is not anonymous
In the grant designation section, please 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 when the 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.