How to Add A Financial Advisor to Your Donor-Advised Fund on Daffy

Daffy members can add their financial advisors to their Daffy fund, making it easier for advisors to help you strategically manage your fund as well as tactically take action on your behalf.
Here's how:
0:03 Go to Settings & tap "Members & Advisors"
0:06 Click on “Add People”
0:14 Add your advisor's info & we'll help them get started
More information here ➡️ www.daffy.org/resources/how-t...