Complete your registration
If your organization received an email from Chariot with instructions to claim your account, that means DAFpay has been enabled on your donation forms by one of our integrated fundraising platform partners. DAFpay, powered by Chariot, allows donors to make Donor Advised Fund donations directly on your donation forms in just three clicks.
Note: If your organization received a DAFpay grant before claiming your account with Chariot, you will need to Review & Accept the gift.
How to sign up and create an account
Step 1: Register with your organization-affiliated email address (i.e., example@redcross.org) and create a password here. Registration with a non-organization-affiliated email can result in verification delays.
Step 2: Verify your email address. Check your inbox and click the link within the verification email. If you don't see the email after several minutes, make sure to check your spam folder.
Step 3: Build your nonprofit profile.
To build your nonprofit profile, please provide your full name, email address, and search for the nonprofit organization that you would like to register with.
When you click "Next", Chariot will automatically verify that the email address you used to create your account matches the web domain we have on file for the organization.
Note: If you cannot find your nonprofit organization listed on our system, this is likely because your nonprofit record is not listed on the GuideStar database. To proceed, you’ll need an up-to-date GuideStar profile. Read more about claiming your GuideStar profile here.
How to finish setting up your account
User Verification: If the email address you used to register does not match the web domain we have on file for the organization, you will see the following "Notice" banner in your dashboard.
Please wait 1-3 days for your profile to be approved by our accounts team, or create a new account with an email address associated with the listed web domain.
Action Required: If your DAFpay integration was enabled by one of our fundraising platform partners before your organization claimed an account with Chariot, you may see an "Action required" banner at the top of your account overview.
If you see this, please complete the outstanding tasks for full access to your Chariot account.
DAFpay Agreement: Learn how DAFpay works and securely add your billing method for future gifts.
Pending Gifts: These donations were initiated to your organization via DAFpay before your claimed your account with Chariot. By confirming your pending gifts, Chariot will send them directly to your organization via mailed check to the address on file with the IRS.
Note: After accepting your pending grants, going forward, you will receive DAFpay gifts from each DAF provider directly as they typically arrive. This is usually via mailed check or electronic funds transfer (EFT), depending on the DAF.
Managing your donations
Each time your organization receives a donation via DAFpay, you will receive an email notification from Chariot (or from your fundraising platform provider, if it's integrated with Chariot).
Remember, after onboarding to Chariot, you will receive all DAFpay gifts from each DAF provider directly as they typically arrive.
Grant Status: All DAFpay grants will be marked with the "Initiated" status within your Chariot dashboard, which indicates that a grant was successfully submitted but that the DAF provider is still processing the gift.
Tracking ID: Each "Initiated" grant will arrive with a unique Tracking ID that you can use to mark the grant as "Complete" on your dashboard once you have received it.
Grant Letter: Grants initiated via DAFpay will arrive to your organization via check or EFT directly from the DAF provider. Look for the "Tracking ID" and "Gift through DAFpay" message in the grant note to indicate that the gift came via DAFpay.
Edit Status: Use the Tracking ID from the grant note to search for the associated grant in your Chariot dashboard. Once you find the grant, click "Edit" next to the status category to mark the grant as "Completed".
Unknown Status: Grants marked with an "Unknown" status represent a donation intent from a DAF provider that DAFpay is not yet integrated with.
To make a donation intent via DAFpay, a donor simply provides their intended gift amount and contact information within the DAFpay tool. DAFpay then redirects the donor to the selected DAF provider's portal with instructions on how to complete the gift.
Note: Because DAFpay is not yet integrated with the selected DAF provider, Chariot cannot confirm the status of the gift. To confirm that a donation intent was actually submitted, please contact the donor directly or use the Tracking ID.
Once you have confirmed the status of an unintegrated gift, you can update it directly in your Chariot dashboard within the "Transaction Details" slider.
Setting up Billing to pay your DAFpay invoices
Due to the unique nature of DAF donations, Chariot sends invoices for its DAFpay processing fees at the end of each month.
By adding a billing method (either credit card or bank), outstanding invoices for DAFpay processing fee will be automatically paid at the end of each month.
If your organization has not yet added a billing method within your Chariot dashboard, invoices will be sent to the email address associated with your Chariot account at the end of each month.
Select a plan: Upgrade your account to get a direct subscription plan with Chariot, which includes 0% processing fees (up to the included volume limit), embeddable components and more.
Navigate to the "Billing" tab on your dashboard for a detailed invoice breakdown, which includes a list of associated grants.
DAFpay processing fee amounts and associated invoices can also be viewed in the "Transaction Details" slider.
Managing your Fundraising Platform integrations
Go to the "Integrations" tab within your Chariot dashboard to see where your organization has an active DAFpay button.
