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How will my organization receive gifts from DAFpay?
How will my organization receive gifts from DAFpay?
Drew Schneider avatar
Written by Drew Schneider
Updated over 2 months ago

Managing your donations

When your organization receives a donation via DAFpay, you will receive an email notification from either Chariot or your fundraising platform provider (if they are one of our integrated platform partners).

Your organization will then receive all DAFpay gifts from each DAF provider directly as they typically arrive, usually via electronic transfer or mailed check. You can check out our resource on DAF provider wait times to get a sense of when you can expect your gift.

Grant Status: Once they are initiated, all DAFpay grants will immediately be marked with the "Initiated" status in your dashboard, indicating that a grant was successfully submitted, but the DAF provider is still processing the gift.

Chariot Tracking ID: Initiated grants will arrive with a unique 10-digit Chariot Tracking ID that you can use to 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, which will allow you to mark the grant 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 compatible with.

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.

Unintegrated grants should arrive with a Tracking ID in the grant message or purpose field that can be used for reconciliation.

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 you can contact the donor directly.

Once you have confirmed the status of an unintegrated gift, you can update it directly in the transactions details slider.

The DAFpay Network

If you received a gift through DAFpay before your organization was registered with Chariot, those gifts will come through the DAFpay Network. DAFpay Network will send a check to your organization's IRS mailing address.

After you complete your account registration, all future gifts through DAFpay will come from each DAF provider directly as they typically arrive.

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