⏳ 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 Fidelity brokerage account by completing this paper form to transfer shares as a gift. This form is editable and is pre-filled with Daffy’s information.
Use the email address associated with your Daffy account in the “For the Benefit of” section (next to Daffy Charitable Fund).
Step 4: Print and sign the form.
Step 5: Mail the form to Fidelity at the address provided at the bottom of the form.
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares from Fidelity.
🚨 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.