A Portfolio for Every Member
As a Daffy member, you put money aside for charities and causes that you believe in. We offer a variety of different portfolios so that your money can be invested tax-free, giving your contributions the opportunity to grow over time.
For each type of portfolio, we provide several options that vary in terms of risk and volatility, so you can select the portfolio that best matches your own risk tolerance and giving timeline.
Our Conservative, Standard, and ESG portfolios are made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. Additionally, we offer Crypto portfolios that hold pure crypto coins at Coinbase or diversified crypto portfolios from Bitwise.
Unlike many donor-advised funds, Daffy doesn’t charge an additional management fee for these investment portfolios.
Conservative
Conservative portfolios are the best fit for members who are regularly contributing and donating the balance of their fund and are more interested in preserving capital over long-term investment returns. These portfolios are comprised of cash, treasury, and bond funds from Dreyfus, Goldman Sachs, iShares, Bloomberg, Vanguard and Schwab.
Standard
Standard portfolios are the best fit for members who are looking for the best risk-adjusted returns, net of fees. These portfolios are composed of low-cost, globally diversified equity and bond index funds provided by Vanguard, one of the most trustworthy providers in the industry.
ESG
ESG portfolios are best fit for members who want to integrate sustainable investing components - environmental, social, and governance (ESG) - into their investment strategy. These portfolios are comprised of low-cost, globally diversified equity and bond funds from iShares by BlackRock that are selected not only for traditional measures of risk and return, but also for ESG standards.
Crypto
Crypto portfolios are best fit for members who believe crypto is the future of finance and are willing to take on more risk with their funds. You can dip your toe in the water with one of our diversified portfolios spread across stocks, bonds, and crypto provided by Bitwise Investments. Alternatively, you can go pure crypto with either a Bitcoin/Ethereum split or a single coin portfolio through Coinbase.
Expense Ratios
Our investment portfolios have standard expense ratios that are charged by the investment products themselves. You can find these expense ratios in the parentheses next to the ticker symbol.
Unlike many donor-advised funds, Daffy does not charge an additional management fee for these investment portfolios.