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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 this week

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

  1. Adding a new gateway on your Charidy admin account

  2. Claiming your Chariot Deposit Account*

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 Chariot Deposit Account

Once you have integrated DAFpay on your Charidy account, you will receive an email from Chariot prompting you to sign up. Claiming your Deposit Account allow you to optimize use of Chariot's DAFpay tool and dashboard. Visit our step-by-step guide to getting on Chariot to learn more.

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