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Getting started with Charidy

Offer seamless Donor Advised Fund giving, with the click of a button, directly on your Charidy donation forms

Elon Packin avatar
Written by Elon Packin
Updated over 7 months ago

Activating DAFpay on your Charidy donation forms involves two key actions:

  1. Adding a new gateway on your Charidy admin account

  2. Claiming your account with Chariot

Part 1: Adding a new gateway

Step 1: After logging into your Charidy admin account, navigate to "Payment Gateways" in the sidebar and click "Add new gateway" in the upper right-hand corner.

Step 2: Underneath the "DAFs and Vouchers" header, click on "DAFpay by Chariot".

Step 3: Input your organization's name and EIN (Employee Identification Number) in the appropriate fields. Press "Save".

That's it! Now, when a donor visits your site to make a donation, they will see DAFpay by Chariot as a supported payment method across all of your donation forms.

Note: Each DAFpay gift comes with a 2.9% processing fee, similar to a credit card.

Part 2: Claiming your account with Chariot

After adding DAFpay to your donation form on Charidy, you will receive an email from Chariot with instructions on how to claim your account. Visit our step-by-step guide on how to claim your Chariot account for more information.

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