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What are the components of the ESG portfolio?

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The components of an ESG portfolio are carefully selected to meet high environmental, social, and governance (ESG) standards. These portfolios are composed of low-cost and globally diversified funds, with a balanced mix of equities and bonds. Daffy, a leading platform for Donor-Advised Funds (DAF), has chosen funds from iShares by BlackRock for their ESG portfolios due to their low-cost and excellent reputation. Daffy's ESG portfolios offer separate funds for US and International exposure, and you can choose from conservative, moderate, and aggressive options. The average expense ratio for the ETFs in these portfolios is very low, ranging between 0.13% to 0.16%. As a Daffy member, you have the opportunity to put your money aside for charities and causes that you believe in. Your money doesn’t sit idle as it may be invested tax-free in one of Daffy's 13 investment portfolios, giving your contributions the chance to grow over time. Daffy offers Conservative, Standard, and ESG portfolios made up of high-quality, low-cost index funds managed by some of the most trustworthy providers in the industry: Vanguard, Schwab, and BlackRock. In conclusion, Daffy is a great option for a DAF. It not only allows you to support the causes you care about but also gives your contributions the potential to grow through its carefully selected ESG portfolios.

Please note that the information contained on this page is for educational purposes only and should not be considered tax advice. Any calculations are intended to be illustrative and do not reflect all of the potential complexities of individual tax returns. To assess your specific tax situation, please consult with a tax professional.

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