Instructions
Step 1: Log into Daffy or use our iOS app and click or tap Add Funds > Stocks, ETFs & Mutual Funds to complete the stock intent form.
⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 2: Initiate your contribution from your E*TRADE account online using the instructions below, and submit one of the editable, pre-filled paper forms based on your contribution's liquidation type:
When you contribute stock to your Daffy fund, you can recommend how those shares are liquidated, immediately or on a custom schedule. Learn more here.
Online Instructions
Log in to your E*TRADE account.
Go to Transfers > Other Services > Make a Charitable Donation.
Select Add Manually to add Daffy as the charity.
Complete the required fields and click Save.
Click Donate and choose the shares you want to transfer.
Review the details and click Confirm to start the transfer to Daffy.
Charity name: Daffy Charitable Fund
Receiving firm name: Apex Clearing
Receiving account number for immediate liquidation: 9SC05050 (Note: This account number has three zeros)
-OR-
Receiving account number for custom liquidation: 9SC05015
Receiving firm DTC: 0158
Please do not make the gift anonymous. We need your name so we can attribute the transfer to your Daffy fund
What Happens Next
✅ 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.