Although DAF dollars can only be used for charitable causes, ironically, donors are unable to pay with them on a nonprofit’s donation form.
Without DAFpay by Chariot, giving with your Donor Advised Fund can be arduous.
Every redirect and click is an opportunity for a donor to disengage or drop off.
DAF donors miss out on the critical automatic elements of donor stewardship like an immediate "thank you" or "see your impact" email.
Because DAF giving is totally disconnected, it doesn't feel as good or safe as standard online giving on your organization's website.
Without DAFpay, DAF donors are unable to participate in peer-to-peer or giving day campaigns, thus removing the immediate social goodwill of being part of a social campaign.
With many confusing EINs and different addresses for the same nonprofits, donors are often unsure that their gift is going to the right place.
This uncertainty of whether the money will really make it to the nonprofit is doubly true in today's world of increasing check fraud and mail service budget cuts.
See below for some of the steps required in a new Donor Advised Fund gift for a Fidelity DAF donor.
EIN Troubleshooting
Finding the right EIN can be a huge pain for donors. And even after finding it, donors can be faced with many different organizations in their DAF provider search box, not knowing which one to select.
Default Settings
Some Donor Advised Fund providers have the donation acknowledgement set to anonymous as a default, depriving your organization of valuable contact information for donor engagement.
Additionally, the designation fields are often too generic, failing to cover your organizations specific use cases.
Extra Steps
Before submitting the donation, some providers ask for a series of extra steps that can
reduce conversion and cause donor confusion.
