Daffy

???????? #???????????????????????? ???? ???????? ???? ?????????? $???? ?????????????? ?????? ?????????????? ?? It’s a big goal, but in a year of market big gains ??, we think it’s possible. Starting today through Dec 17, we're encouraging you to turn your market gains into #GainsforGood ?? by donating appreciated stock, mutual funds, ETFs, or crypto, to help us raise $$$ for charity. When you donate appreciated assets (held > 1 yr) through a #donoradvisedfund, you create a triple win: 1?? Deduct the full fair market value & skip capital gains taxes. 2?? Get an immediate tax deduction & grow funds tax-free. 3?? With Daffy, we make it easy by handling the liquidation of your assets and once your assets are in the fund, distribute them to any number of U.S. 501(c)(3) charities – whenever you're ready. But to help motivate our generous community, we’re giving away prizes! For each unique donation/day, you’ll earn 1 entry for a chance to win: ?? ?????????? ??????????: $?????? ?????????? ??????????: Win a digital gift card for a charity of your choice. ?? ?????????? ??????????: $??,?????? ?????? ??????????????: We'll drop the money in your Daffy fund, so you can distribute it to your favorite charities. ?? If we hit our $10 million goal, everyone will receive ?? ?????????????? ?????????????? ?????????? ??-??????????. So what are you waiting for? If you want to, save significantly on your tax bill, maximize your impact, and get daily chances to win additional funds for your favorite causes, join us in the Gains for Good challenge at https://lnkd.in/ebhMHb-P.

On this episode of The Practical Planner Podcast, host Thomas Kopelman and Adam Nash explain the tax benefits of #donoradvisedfunds ???? ?? Listen to the full episode ?? Apple: https://lnkd.in/gJjKRTMr Spotify: https://lnkd.in/gyfwBRN3 YouTube: https://lnkd.in/gAGCKyXx

If your estate plan includes charitable giving, donor-advised funds (DAFs) can be a powerful tool. We're thankful that this week's host Thomas Kopelman is joined by Adam Nash, CEO and co-founder of Daffy, to discuss DAFs and their potential to simplify and supercharge your giving. ?? Key takeaways: 1. Simplify Giving: DAFs provide a single, tax-advantaged account to streamline and organize donations. 2. Maximize Benefits: Donate appreciated assets like stocks or crypto to avoid capital gains taxes and unlock deductions. 3. Plan for Impact: Fund years of giving in a high-income year and grow donations tax-free. 4. Find Causes Easily: Tools like Daffy help identify impactful charities while automating contributions. ?? As Adam Nash says, “The best way to start is just to get started.” ?? Listen to the full episode to learn how DAFs can elevate your giving on your preferred podcast streaming service. Apple: https://lnkd.in/gJjKRTMr Spotify: https://lnkd.in/gyfwBRN3 YouTube: https://lnkd.in/gAGCKyXx

5 interesting insights from our Co-founder & CEO Adam Nash during Benzinga’s panel on “From Pitch to Payday: A Blueprint for Securing Funding:” 1?? "I've always believed in mission-driven orgs. At eBay, it wasn't about tech or marketplaces—it was about sellers making a few hundred dollars a month. At Wealthfront, it was about democratizing access to financial advice. For me, Daffy is no different. We have a simple mission—help people be more generous, more often.” 2?? "Getting #investors is a hiring decision. You have to find investors who are in sync with your vision. At Daffy, the reason we were able to raise capital is because we've aligned internally with people who are brilliant and want to build a platform for giving.” 3?? "As a founder, you have to find a way to get that story tight and not be afraid that most people won't want to get on the journey with you.” 4?? "As an investor, the most important thing is having humility about what you know and don't know.” 5?? "I tend to look at the tech and distribution when thinking about investments. I couldn't have built Daffy 10 years ago. Now, I don't have to worry about payment because I have Stripe. I don't have to worry about KYC because I have Sardine. From a distribution perspective, we have a whole new generation that looks at the App Store and will try new brands. This generation doesn't assume that because a company has been around forever that means they have the best product. You can actually reach them and build new brands and new products.” Shoutout to the amazing moderator, Jerad Finck (Cosmic Wire Inc), & panelists Pierce Crosby (TradingView), Johnson Yang (General Catalyst), and ethan austin (Outside VC) ?? #Startup #Entrepreneurship

Daffy has partnered with Betterment to make charitable giving more accessible and tax-efficient than ever before. Bridging the gap between modern #wealthmanagement and #philanthropy. Join us for a special informative session with Adam Nash on Dec 10th in downtown San Francisco.? Sign up link here : https://lnkd.in/g9c3NpNE Additional information here : https://lnkd.in/gqvKjGCZ With tax season around the corner and year-end giving top of mind, Betterment’s 900,000+ customers will have access to Daffy, a modern, low-cost donor-advised fund. This partnership marks Daffy as the first ever donor-advised fund platform to integrate with a leading digital advisory service, streamlining the giving experience for everyday investors. While traditional financial firms like Fidelity Investments, Morgan Stanley, Charles Schwab, and Vanguard, have partnered with donor-advised funds for years, Betterment is the first modern advisory firm to introduce a DAF option for everyday investors.? By partnering with Daffy, Betterment has expanded its charitable giving capabilities from 16 specific charities to over 1.5 million U.S. charities!?? Betterment customers can enjoy maximized tax savings through low-cost-basis asset donations, flexible contribution options (both lump sum and recurring), tax-free growth to increase their giving potential, and a more convenient way to give.? Betterment advisors gain access to Daffy for Advisors,?enabling them to support clients by managing contributions, portfolio adjustments, and donations. By engaging customers on charitable giving, these advisors can can strengthen relationships, build trust, and drive retention. Fintech Next #technology #fintech #DAO #venturecapital #vc #innovation #startup #founder Adam Nash Ani Rodriguez #givingtuesday

From the Finopotamus Press Room: Betterment Expands Charitable Giving with Donor-Advised Funds from Daffy #fintech #creditunions Adam Nash; Sarah Kirshbaum Levy

We envision a ?? where every financial app, advisor, accountant, workplace, and e-commerce site incorporates charitable giving. That’s why we’re excited to announce that Betterment has become the first modern advisory platform to introduce a #donoradvisedfund to its 900,000+ customers—enabling them to easily contribute low-cost-basis securities and donate the value to 1.7M+ U.S. charities through Daffy. ?? There are tremendous tax benefits to donating appreciated #ETFs to charity so this integration combines the power of automation with the capabilities of a #DAF like Daffy to make giving easier and more tax-efficient. When a #Betterment customer makes a contribution to Daffy, Betterment automatically selects shares held > 1 yr with the lowest cost basis, providing the greatest tax benefit, and an estimate of savings. Daffy then liquidates the shares tax-free, invests them in a #investment portfolio of your choice, and allows you to make donations to nearly any legal U.S. charity. Ready to give back in a tax-savvy way? Log in to your Betterment account and start giving back with Daffy. Learn more at????https://lnkd.in/eA6i_sdX #investing #robooradvisor #wealthmanagement

I’m excited to announce that, as of today, 900,000+ Betterment customers have the ability to easily contribute low-cost-basis securities to a donor-advised fund through Daffy. ?? There are tremendous tax benefits to donating appreciated #ETFs to charity so here’s where the magic is???: #Betterment uses the power of automation to intelligently donate shares with the maximum #tax benefit. Their platform automatically selects shares held >1 with the lowest cost basis, all while keeping your portfolio properly diversified and rebalanced. Plus, you see your potential tax savings. Through our integration with Betterment, Daffy is taking a major step forward in making charitable giving more accessible and impactful. So if you’re ready, log in to Betterment today and start giving back with Daffy ???https://lnkd.in/gagC2AK6 #investing #roboadvisor #wealthmanagement

Curious about the future of #fintech and its intersection with #philanthropy? Dive into key insights from Adam Nash, a leader who’s shaped the industry. From scaling Wealthfront to pioneering impactful platforms at Daffy, Adam’s expertise offers valuable lessons for startups and investors alike. Click to explore the strategies and trends that can redefine your approach to fintech. Join us for event on Dec 10th in downtown SF, tickets going fast. Thank you K&L Gates for your sponsorship. Event sign up : https://lnkd.in/gVYA2mmY Fintech Next #innovation #technology #venturecapital #vc #startup #founder #entrepreneuer #womeninfintech #sanfranciscoevents Ani Rodriguez Sasha Burstein Jeremy M. McLaughlin

??? Fascinating discussion with Adam Nash, CEO of Daffy, on the latest #WealthTechToday podcast. From his days at NeXT and Wealthfront to revolutionizing charitable giving through technology, Adam shares how Daffy is making donor-advised funds accessible to millions of Americans. Their new private stock donation program could unlock billions for charity. Listen to Episode 265 to learn how FinTech is transforming philanthropy! #WealthTech #FinTech #Philanthropy https://wp.me/pdTAz8-5EV