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Getting started with DAFpay
Getting started with DAFpay
Drew Schneider avatar
Written by Drew Schneider
Updated over a week ago

How to sign up and create an account

Step 1: Register with your email and create a password. Get started here

Make sure to register with your organization's work email (i.e., to streamline the onboarding process. Registration with a non-work email can result in verification delays.

Step 2: Verify your email address

Check your inbox and click the link in 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 name, contact details, 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.

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 a work email associated with listed domain.

Selecting a plan

Select a plan to get 0% processing fees on DAFpay gifts and unrestricted access to DAFpay Components, DAF Scan, and more.

  • 0% Processing Fees - Get all of your DAFpay gifts up to your volume limit with no additional processing fees. Processing fees would only kick in for any volume processed above your account limit.

  • DAFpay Components - Access our array of no-code, copy & paste DAFpay tools that enable your DAF donors to give across all touch points. See: How nonprofits use DAFpay components.

  • DAF Scan - See which DAFs your nonprofit is listed on and if there are any discrepancies with your name, phone number or mailing address. See: What is DAF Scan.

Managing your donations

When your organization receives a donation via DAFpay, you will receive an email notification from Chariot (or your fundraising platform provider).

Your organization will receive all DAFpay gifts from each DAF provider directly as they typically arrive.

Grant Status: All DAFpay grants from integrated providers will be marked with the 'Initiated' status, indicating that a grant was successfully submitted, but the DAF provider is still processing the gift.

Tracking ID: Initiated grants will arrive with a Tracking ID that you can use to tie the transaction line item to the funds received from the provider. Once the funds arrives you can mark the grant as complete on your dashboard.

Grant Letter: Grants initiated via DAFpay will arrive 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 this is a gift you should mark as completed in your dashboard.

Edit Status: Use the Tracking ID from the grant note to search for the specific grant in your dashboard. Once you find the grant, click "Edit" next to the status category to mark the grant as completed.

Unknown Status: Grants marked with the 'Unknown' status represent a donation intent from a provider that DAFpay is not yet integrated with. See: Understanding gift intent and unknown status

To make a donation intent via DAFpay, a donor simply provides their intended gift amount and contact information. DAFpay then redirects the donor to the selected provider's portal with instructions on how to complete the gift.

Note: Because DAFpay is not yet fully compatible with the selected provider, we cannot confirm the status of the gift. To confirm that a donation intent was actually submitted, wait a few weeks or contact the donor directly.

Once you have confirmed the status of an unintegrated gift, you can edit the status directly in the specific transaction details.

Managing your Fundraising Platform integrations

Go to the 'Integrations' tab to see where your organization has an active DAFpay button.

DAFpay Components

Express Button: A faster DAF checkout experience that can be added anywhere on your organization's website - just copy the HTML snippet from your dashboard.

When donors click the button, all they have to do is select their DAF, confirm their donation, and fill out some brief contact information. See example below.

Embeddable Tile: With its user-friendly design and optimized user experience, DAFpay's Embeddable Tile is proven to boost conversion rates. The Embeddable Tile includes educational elements to inform your donors about Chariot and the impact of their contributions.

You can even customize the Tile to match your organization's brand theme!

Weblink & QR Code: If you don't already have a Donor Advised Fund Ways to Give page, Chariot's got you covered.

The DAFpay Weblink & QR Code redirect your donors to a Chariot-hosted DAF donation page. These components are great for newsletters, social media posts, and live events.

DAF Scan

All of our subscription plans include DAF Scan. With 1,100+ DAFs, each with its own unique system, your nonprofit might not be listed or listed incorrectly on these funds. That could mean lost checks or discouraged donors who think they can’t use their DAF with you.

With DAF Scan by Chariot, you can see which DAFs your nonprofit is listed on and if there are any discrepancies with your name, phone number or mailing address. With Professional and Enterprise plans Chariot also helps ensure you’re listed and listed properly so you have access to the $230B sitting in DAFs.

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