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Charity ACH Setup Step by Step

Charity registration and ACH setup

Enroll in ACH with Ren for Charities!

Charities can now enroll in ACH to receive funds faster, more securely, and with less administrative work.

How to Set Up ACH

Start Enrollment:

  • Go to the Charity Dashboard and select ‘Unlock’ or navigate to ‘Charity Settings’ and click ‘Link Bank Account’.

Choose Your Connection Method:

  • Plaid: Our recommended option for securely linking bank accounts. Plaid is a trusted financial technology company used by leading institutions worldwide.

Note: The Plaid setup instructions below will vary depending on how your bank has connected with Plaid. This means there can be additional security measures or steps that are not listed here.

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Note: Plaid will notify you of a successful connection when the process is complete. This does not mean that your ACH request was approved. Please review the status on the site or check your email for further instructions.

  • Manual (Zelle): Enter banking details for a manual review and connection.

After Submission

You will be able to see an immediate status change on your submission when completed. Approved will appear right away, and that means you are finished!

Not all ACH connections are immediately approved, and below is an explanation of the two remaining statuses: Rejected and Pending.

Rejected Status

If we are unable to verify that the bank account belongs to your organization based on our very rigorous review requirements, we have to reject the ACH connection. The status will appear at the end of your connection flow if assessed immediately, or in the dashboard if assessed at a later date. You will receive an email notification with next steps to try.

Our verification process is very strict to avoid fraudulent connections.

End of Connection Notification

Dashboard Rejection

Pending Status

After you complete your ACH setup, if your connection lands in a PENDING status, you'll see a prompt to upload your bank statement on the "Under Review" screen. Uploading this document helps speed up the approval process. You will also receive an email confirming this status and informing you that you can upload in the portal as well.

  • Once approved, all ACH grant payments from our DAF programs will be sent directly to your organization.

Upload right from the "Under Review" screen
After you complete your ACH setup, you'll see a prompt to upload your bank statement on the "Under Review" screen. Uploading this document helps speed up the approval process.

Upload anytime from Charity Settings of Dashboard
If your ACH bank connection is pending, you can also upload your bank statement directly from Charity Settings or the Dashboard — just look for the upload option next to "Disconnect."

Dashboard

Charity Settings

Get started today at charitable.rengiving.com!

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