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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 a week ago

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

  1. Adding a new gateway on your ChabadOne account

  2. Claiming your Chariot Deposit Account*

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 Chariot Deposit Account

After adding DAFpay to your donation form on ChabadOne, you can proceed to claiming your Chariot Deposit Account to start benefiting from Connected Payments sent by enrolled DAF Providers for free. There is no cost to receive Disbursements on Chariot or transfer funds to an external financial account up to twice per month.

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