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Getting Started with ChabadOne

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

Sophia Taylor avatar
Written by Sophia Taylor
Updated over 7 months ago

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

  1. Adding a new gateway on your ChabadOne account

  2. Claiming your account with Chariot

If you need a refresher - see how DAFpay's 3-step checkout flow works here

Part 1: Adding a new gateway

Step 1: After logging into your ChabadOne admin account, navigate to the "Administrative" section and click "Credit Card Processing".

Step 2: Scroll down to where you see "Chariot (Donor Advised Fund)" and toggle the button so that it's "Enabled".

Step 3: Enter your Employer Identification Number (EIN).

Step 4: To enable DAFpay on your Donation Form, go to "Fundraising" and under "Settings", click "Donation Form".

Step 5: Scroll down to "Other Payment Methods", toggle "Enable Custom Payment Method" on, and then toggle "Chariot (Donor Advised Fund)" on. Make sure to save your changes!

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 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 ChabadOne, 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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