How to find my Daffy account number

We're happy to help donate your appreciated shares to take advantage of tax savings. In order to facilitate the transfer of the funds to a non-profit/charity of your choice, we use Daffy.org (your Donor-Advised Fund) for ease and security. 

Please go to https://www.daffy.org/ to setup your account if you have not already. Once you set up your account or if you already have one, share your Fund account number via the open task in your client portal.

To find this, log in to Daffy on mobile or PC > click your avatar picture in the upper right.

Next, click Your Account > Membership

Your account number should be listed in the top righthand corner

After you sign your share donation form prepared for you by the investment team, you will need to first submit an "Intent form" to let Daffy know the shares will be arriving. Then follow up to attribute the shares to your non-profit of choice.