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Secfi Wealth clients are invited to join Daffy, the modern platform and community for charitable giving.
Daffy, the Donor-Advised Fund for You™, allows you to give to nearly every U.S. non-profit. Your favorite charity. Your alma mater. Your place of worship. All from one place.
And because we think this is so important, we’ll cover the membership cost.
Work with your advisor to ensure you’re maximizing the tax benefits of giving and building charitable deductions into your financial plan
Your advisor can help you choose the appropriate tax-free portfolio, so your contributions can grow over time.
Make one-time or recurring donations in seconds to those charities that matter to you.
View all your donation receipts in one convenient place to simplify tax prep.
