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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

The Ocho Solo 401k offers unparalleled tax benefits for entrepreneurs compared to any other retirement plan available. You can contribute as much as $61,000 while enjoying tax-free compounding across various asset classes. Designed with user-friendliness in mind, Ocho ensures that managing your solo 401k is a seamless experience, allowing you to create your account, make contributions, and invest directly through a streamlined, easy-to-use dashboard. Setting up a solo 401k with Ocho is incredibly simple and can be completed in under ten minutes, with all necessary paperwork and administration handled on your behalf, eliminating the hassle of opening separate accounts for banking and brokerage. Investors can choose to put their money into traditional financial vehicles like stocks, mutual funds, and ETFs, or they can exercise checkbook control to invest directly in alternative options, such as real estate, cryptocurrency, and private equity, providing a diverse range of opportunities to grow their wealth. With Ocho, the path to a successful retirement plan is not only accessible but also flexible, catering to the unique needs of each business owner.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apple Pay Yes 

Integrations

Apple Pay No 

Pricing Details

$3 per month
Free Trial No 
Free Version Yes 

Pricing Details

$299 per year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Daffy

Founded

2021

Country

United States

Website

www.daffy.org

Vendor Details

Company Name

Ocho

Country

United States

Website

ocho.com/solo401k

Product Features

Employee Giving

Corporate Giving No 
Donation Management No 
Employee Assistance Funds No 
Fundraising No 
Goals Tracking No 
Grants / Dollars for Doers No 
Impact Reporting No 
In-Kind Giving No 
Matching Gifts No 
Volunteer Management No 

Product Features

Alternatives

Alternatives