If you're already a generous Daffy member, you can add your financial advisor by navigating to "Settings" on daffy.org or our app, clicking “Family & Members” and selecting “Add Members.” From there, simply enter your advisor's contact information and we’ll send an email and/or text to your advisor to get started.

If you're not yet a Daffy member, you can sign up here and add your advisor during the account creation process by clicking the “Family” membership, which along with advisor support allows you to invite your partner, children, grandchildren, siblings, and anyone else you consider family to give with you on your fund.

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If you’re a financial advisor representing a firm, you can contact us to learn more about partnering with Daffy to help your clients better manage and maximize their charitable giving.