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 #WealthTechToday (powered by Ezra Group, LLC) Craig Iskowitz & Adam Nash discuss: ???The #FinTech Evolution in Charitable Giving ???Custom Portfolio Capabilities ???Private #Stock Donation Innovation ??#Cryptocurrency Integration & Growth Want to hear more? Full episode here ?? https://lnkd.in/e23TDTst #WealthTech #FinTech #Philanthropy

Daffy is doing some notable work at the crossroads of fintech and philanthropy.?They partnered?with Robinhood for crypto donations to 1.7M+ charities.?Streamlined ETF donations for Betterment's 900K+ users.?Raised $6M+ with #GainsForGood. Check out more about all of this and if you're planning to give back this holiday season, consider Daffy:?https://www.daffy.org/

I'm excited to announce the addition of Daffy as our donor-advised fund provider to Betterment, offering an easy way for customers to minimize taxes and maximize their charitable impact!?It’s all part of our commitment to helping advisors and retail users get more value from our platform.

?? #BTC is almost at $100K and with market gains, come capital gains tax pains. You know what that means… #crypto

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