⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 1: Log into Daffy on web or use our iOS app and click or tap Add Funds > Stocks, ETFs & Mutual Funds to complete the intent form.
Step 2: Initiate a contribution from your E-Trade brokerage account using this link: https://us.etrade.com/e/t/plan/charitabledonations
Step 3: Find the “Transfers” tab in the top right menu and select “Other Services” and then “Make a charitable donation.”
Step 4: You will be prompted to add a charity where you want the stock sent. Click “Add Manually” and complete the fields as indicated below and click “Save.”
Charity name: Daffy Charitable Fund
Receiving firm name: Apex Clearing
Receiving account number: 9SC05050 (Note: This account number has 3 zeros not the letter O)
Receiving firm DTC: 0158
Step 5: Click “Donate” and select the shares you wish to send. Then click “Confirm” to start the transfer to Daffy. 🎉
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares from E-Trade.
🚨 The time it takes for your shares to reach Daffy is entirely dependent on the sending brokerage. Contact your brokerage directly for more information.
Note about Cost Basis: If you would like to send particular lots of a security, it is important that you enter the correct cost basis on the form. Generally, it cannot be changed after the fact. Please record the cost basis of an asset you are donating before transferring the asset to charity as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy does not have access to cost basis information for contributions so we will not be able to provide this information at a future date.