⏳ 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: Log into your Vanguard brokerage account and click on Forms > Add or remove owners, inherit accounts, gift shares
Step 3: Click "Gift assets to individual/organization" and then "Other financial institutions" and fill in the DTC: 0158
Step 4: Select the number of holdings and answer "Yes" for "Would you like to reveal your identify to the charity?" We need your name to attribute this transfer to your Daffy account.
Step 5: Fill in the receiving brokerage firm's information and submit the form. 🎉
Type: Brokerage firm
Name of receiving brokerage firm: Apex Clearing
Name of individual trust or organization: Daffy Charitable Fund
Account number: 9SC05050 (Note: This account number has 3 zeros not the letter O)
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares from Vanguard.
🚨 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.