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Average Ratings 0 Ratings
Description
At Bitcoin Advisors, our commitment lies in understanding your unique investment needs and providing top-notch guidance for your digital currency investments. Initially, we focus on learning about you, including your investment mindset and financial circumstances. Subsequently, leveraging the knowledge of our Chief Investment Officer, your dedicated Bitcoin Advisor will offer a well-informed perspective, devise a tailored strategy that aligns with your requirements, and create a plan that ensures your comfort and confidence. We guarantee that you stay on track throughout your investment journey. Managing cryptocurrency isn't a one-time event; it's a continuous endeavor. You'll have regular meetings with your Bitcoin Advisors whenever necessary, along with comprehensive annual evaluations conducted in a one-on-one format. It's important to frequently revisit your objectives and make adjustments as necessary to stay aligned with your goals. This process fosters a dynamic relationship that evolves as your needs change over time.
Description
Daffy is a platform for donor-advised funds that simplifies and automates the process of charitable giving by allowing users to allocate a specific amount either weekly or monthly, invest it in carefully selected portfolios such as Standard, ESG, or Crypto, and donate to almost any public charity in the U.S., all from a single user-friendly application. Contributors benefit from an instant federal income tax deduction when they donate cash, stocks, or cryptocurrencies, avoiding capital gains taxes on long-term appreciated assets, while also enjoying tax-exempt growth on their investments and keeping all tax documentation organized in one location. The platform supports more than 1.5 million nonprofit organizations and incorporates social giving features that enable users to explore and donate alongside their friends, as well as keeping a continuous record of their contributions and grants. Daffy charges a straightforward, transparent fee that includes membership, and offers flexible contribution options through bank transfers, Apple Pay, major debit and credit cards, or transfers from existing donor-advised funds. Additionally, Daffy’s innovative approach encourages a more engaged and community-oriented giving experience.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$3 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bitcoin Advizers
Founded
2018
Country
United States
Website
bitcoinadvizers.com
Vendor Details
Company Name
Daffy
Founded
2021
Country
United States
Website
www.daffy.org
Product Features
Product Features
Employee Giving
Corporate Giving
Donation Management
Employee Assistance Funds
Fundraising
Goals Tracking
Grants / Dollars for Doers
Impact Reporting
In-Kind Giving
Matching Gifts
Volunteer Management