Today, we are excited to announce that Secfi, the leading equity planning, financing, and wealth management platform for startup employees, has chosen Daffy, the Donor-Advised Fund for You™, to be its preferred donor-advised fund provider for Secfi Wealth startup employees, founders, and executive clients.
Starting today, all Secfi Wealth clients will have complimentary access to Daffy’s modern platform and community for charitable giving. This partnership will make it easier for Secfi Wealth clients to work with their advisors to build charitable deductions into their financial plan, increase their philanthropic impact, and maximize the many tax benefits of giving through a donor-advised fund.
Secfi Wealth clients receive complimentary access to Daffy
With Daffy, Secfi Wealth clients will be able to contribute an unlimited amount of cash, stocks, ETFs, and crypto in seconds. They can also invest those charitable assets for potential tax-free growth and give to nearly any U.S. charity, school, or religious institution from one place, now or over time.
Secfi Wealth clients will also have complimentary access to Daffy for Families, allowing them to invite up to 24 family members to make donations with them.
“Giving back is a value inherent to our Secfi Wealth clients and a critical part of their financial plan. By partnering with Daffy, our advisors have access to a best-in-class donor-advised fund provider that’s constantly innovating, and our clients can regularly support the organizations that are most important to them while at the same time improving their tax situation through one seamless platform,” said Frederik Mijnhardt, CEO of Secfi.
"Most financial advisors are aware of the incredible financial and tax benefits of donor-advised funds, but are frustrated with the high fees, archaic technology, and lack of innovation from legacy DAF providers,” said Daffy’s Co-founder & CEO, Adam Nash. “Through our partnership with Secfi, we're excited to continue expanding access to DAFs and making it simple and hassle-free for any advisor to incorporate charitable giving into their clients' financial plans.”
Daffy members get equity-focused financial planning support
Since many Daffy members have startup equity and could benefit from Secfi Wealth’s personalized financial advice and investment management, Daffy members will receive a complimentary Equity Planning session and a $400 discount on Secfi’s Financial Advisory services. If you’re a Daffy member and would like support with stock option exercise planning, through your company’s IPO or acquisition, or more general equity-focused financial planning, you can sign up for an intro call or find more details here.
"Startup equity is an important gateway to future wealth,” said Daffy’s Co-founder & CEO, Adam Nash. “Through our partnership with Secfi, we're thrilled to offer Daffy members discounted access to specialized expertise in pre-and post-IPO equity planning, stock option exercise strategies, tax planning, and investment diversification strategies.”
If you’re a Secfi Wealth client, you can get access to Daffy and learn more about the partnership by logging into your Secfi account and following these quick steps to get started here. And if you’re an independent advisor interested in working with Daffy to support your clients’ philanthropy, we invite you to contact us here.