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DAFpay by Chariot - Donor Advised Fund Integration

Introduction

More and more donors are opening Donor Advised Fund (DAF) accounts to grow their giving through investment, but donating through Donor Advised Funds can be a lengthy and complicated process. Fortunately, thanks to Engaging Networks’ partnership with Chariot, Engaging Networks platform can now integrate with the leading Donor Advised Fund (DAF) providers. That means for the majority of your supporters, it takes just a couple of clicks without navigating away from your website to complete the donation – making it much more likely that your organization secures the gift.

Steps to setup the Chariot integration:

Register for a Chariot account

  • The nonprofit needs to register for a Chariot account in order to start using the service here. You can follow this guide for more details: https://www.givechariot.com/post/getting-started-engaging-networks

  • Note: account created through this step is for a live setup. If you want to add a test account, please refer to the section below.

Add Chariot as a Gateway in settings

  • As a Super Admin, you can head to “Account Settings” -> “Gateways” and select the “New Payment Gateway” button.

  • For “Select Gateway”, choose “Chariot Gateway”.

  • Add the non-profit’s Employer Identification Number (EIN) number.

  • If you want to add a test account against Chariot’s sandbox environment, please use these details:

    • EIN: 123456789

    • Test Mode: checked

Once ready, you can add the live gateway following the same procedure while using your own EIN, and having Test Mode unchecked.

Set up Donation Settings in a campaign page

  • In your campaign’s page, go to “Admin” -> “Donation Settings”, and select “I would like to add another merchant account or add support for digital wallets”.

  • Select “Chariot” option and save.

Enable Donor Advised Fund as a payment option

  • In your campaign page, go to your payment block and edit it.

  • Check the “Enable digital wallet buttons” checkbox and save.

    • If you would like to further customize the donation button, you can click on the cog icon on the right for further display settings.

  • Ensure the Payment Currency field is on the page and set to USD in order for the Donor Advised Fund button to render.

  • Next, you can test it on your donation page.

    • Note: For testing purposes in a sandbox (test) environment, the following credentials will log in to any DAF provider:

      • username: good-user

      • password: password123

Notes

  • The non-profit needs to be 501(c)(3) registered in order to be eligible.

  • All Donor Advised Fund (DAF) transactions will have an initial status of “pending”. This is due to the way the funds are released from the financial institution, as it is not an immediate payment to the non-profit. Once the funds are received, the user must manually update the status for the transaction by going to supporter lookup and editing the Status field.

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