What Happens to Your Daffy (Donor-Advised Fund) Account When You Die
Quick Facts
DAF balance
Designate successor now
Successor
Needed to manage fund
Grants
Pending grants may continue
Step-by-Step Guide
Designate a successor for the DAF
Name a successor to manage the donor-advised fund. Without one, Daffy will distribute the balance to charity.
Review pending grants
Check for any pending or scheduled grants and decide whether they should continue or be cancelled.
Document Now Checklist
- Current DAF balance
- Designated successor (if any)
- Scheduled or recurring grants
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Daffy (Donor-Advised Fund). This guide is for informational purposes only and does not constitute legal advice.
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