Daffy consultants

Q: What is a donor-advised fund and how does Daffy work?

A donor-advised fund (DAF) is a charitable giving account where you contribute money, receive an immediate tax deduction, and then recommend grants to charities over time. Daffy makes this process accessible through a simple app, handling all the paperwork, tax receipts, and charity verification so you can focus on choosing where your donations go.

Q: Can Daffy be integrated with our company accounting software?

Yes. Daffy provides data exports and API capabilities that allow donation records to sync with accounting platforms like Xero or QuickBooks. We use n8n to automate this data flow so that every contribution and grant is reflected in your financial records without manual data entry.

Q: How can we use Daffy for an employee donation matching program?

You can set up automated workflows where employee donations through Daffy trigger matching contributions from the company fund. We build these automations using n8n, connecting Daffy events to your HR and payroll systems so matching is processed accurately and reported correctly for tax purposes.

Q: Does Daffy handle Australian tax requirements for charitable giving?

Daffy is primarily a US-based platform operating under US tax rules. Australian businesses considering Daffy should consult with their tax adviser about cross-border giving structures. For Australian-specific giving programs, we can help design automation workflows that work with local platforms and compliance requirements.

Q: Can AI help optimise our corporate giving program through Daffy?

AI can analyse giving patterns, suggest charities aligned with your corporate values, and automate reporting on social impact metrics. Our AI agent development team can build intelligent workflows that make corporate giving programs more strategic and less administrative.

Q: How do we track and report on charitable giving across our organisation?

We connect Daffy data to reporting dashboards that give you visibility into total donations, employee participation rates, and giving trends over time. This reporting can be automated and delivered to stakeholders on a regular schedule, removing the manual effort of compiling giving reports each quarter.

We can help you automate your business with Daffy and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Daffy.

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About Daffy

Daffy is a donor-advised fund (DAF) platform that makes charitable giving easier for individuals and businesses. It lets users set aside money for donations in a tax-advantaged account and then distribute grants to their chosen charities over time, all from a single app.

For businesses, Daffy is useful as part of corporate giving programs, employee donation matching, and community engagement initiatives. The platform handles the tax receipts, grant processing, and charity verification, which removes a lot of the administrative overhead that usually comes with structured giving programs.

At Osher, we help organisations integrate Daffy into their broader workflows using automation tools like n8n. This might mean syncing donation data with your accounting software, automating employee matching contributions, or building reporting dashboards that track giving across your organisation. Our system integration approach ensures Daffy fits into your existing tech stack rather than adding another disconnected tool.

Daffy supports recurring contributions, portfolio-based investment of donated funds, and a clean interface for discovering and giving to charities. For organisations that want to make charitable giving part of their operations without the admin headache, it provides a practical solution backed by solid data processing capabilities.

Daffy FAQs

Frequently Asked Questions

Common questions about how Daffy consultants can help with integration and implementation

What is a donor-advised fund and how does Daffy work?

Can Daffy be integrated with our company accounting software?

How can we use Daffy for an employee donation matching program?

Does Daffy handle Australian tax requirements for charitable giving?

Can AI help optimise our corporate giving program through Daffy?

How do we track and report on charitable giving across our organisation?

How it works

We work hand-in-hand with you to implement Daffy

As Daffy consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Daffy with integrate and automate 800+ tools.

Step 1

Giving Program Review

We review your current charitable giving setup, including any existing donation matching policies, tax reporting requirements, and the tools your team uses today. This gives us a clear picture of what needs to change and what Daffy can improve.

Step 2

Program Design

Based on the review, we design how Daffy fits into your corporate giving program. This covers contribution structures, matching rules, employee access, and how donation data will flow to your accounting and HR systems.

Step 3

Daffy Account Configuration

We help set up your Daffy organisation account with the right fund structures, contribution schedules, and user access levels. Each setting is tailored to your giving program goals rather than relying on default configurations.

Step 4

Integration and Automation Build

Using n8n, we connect Daffy to your accounting software, HR platform, and reporting tools. Automated workflows handle donation matching, tax receipt filing, and data synchronisation so your finance team does not need to manually reconcile giving records.

Step 5

Testing and Validation

We run test donations through the complete workflow to verify that data flows correctly between Daffy, your accounting system, and any reporting dashboards. Your team reviews the outputs to confirm everything meets your compliance and reporting requirements.

Step 6

Rollout and Team Training

After launch, we help roll out the giving program to employees with clear instructions and support materials. We monitor the first cycle of donations to catch any issues early and provide ongoing support as your giving program grows.

Transform your business with Daffy

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Daffy consultation.

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Book a call