When you invite someone to join your Daffy fund, you will be asked to select a role for them. People can be added to your fund as an organizer, advisor, or family member.
Actions | Organizer | Advisor | Family Member |
View fund balance | ✅ | ✅ | ✅ |
View fund's investment portfolio | ✅ | ✅ | ✅ |
Change fund's investment portfolio | ✅ | ✅ | ❌ |
View fund contribution activity (including type and amount) | ✅ | ✅ | ✅ |
Initiate contributions (cash, stock, crypto, and DAF transfers) | ✅ | ✅ | ❌ |
Add, delete, or edit cash contribution methods (bank account, debit/credit card, or Apple Pay)* | ✅ | ❌ | ❌ |
View fund donation activity (including type and amount) | ✅ | ✅ | ✅ |
Make donations (one-time and recurring) | ✅ | ✅ | ❌ |
Make donation requests | N/A | N/A | ✅ |
Approve donation requests** | ✅ | ❌ | ❌ |
✅ | ❌ | ❌ | |
Remove advisors or family members*** | ✅ | ❌ | ❌ |
View and download statements and tax summaries | ✅ | ❌ | ❌ |
* Advisors cannot contribute to a fund by using the bank accounts and debit/credit cards linked by other members of a fund. Advisors must be provided with direct access to a client's bank account and/or card.
** When a family member submits a donation request, all fund organizers are notified of the request, including the requester’s name and the donation amount. Only organizers can approve donation requests. Only donations approved by organizers and in accordance with our Member Agreement will be processed.
*** Once someone is added as an organizer to a Daffy fund, they have full control of the account and cannot be removed by another organizer. If an organizer wants to be removed or change their role, they must contact us at support@daffy.org using the email address associated with their Daffy account. Advisors can remove themselves from a client’s fund, but they cannot remove organizers or family members.