When you invite someone to join your Daffy fund, you will be asked to select a role for them. You can add people to your fund as an organizer, advisor, or family member.
Permissions | Organizer | Advisor | Family Member |
Settings & Information |
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View fund name and balance | ✅ | ✅ | ✅ |
Add or change fund name or information | ✅ | ❌ | ❌ |
Add or change Legacy Plan | ✅ | ❌ | ❌ |
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Access statements, tax summaries, and donation reports | ✅ | ✅ | ❌ |
View fund's investment portfolio | ✅ | ✅ | ✅ |
Change fund's investment portfolio | ✅ | ✅ | ❌ |
Contributions |
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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)* | ✅ | ❌ | ❌ |
Donations |
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View fund donation activity (including type and amount) | ✅ | ✅ | ✅ |
Make donations (one-time and recurring) | ✅ | ✅ | ❌ |
Make donation requests | N/A | N/A | ✅ |
Approve donation requests** | ✅ | ❌ | ❌ |
* 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.