Account FAQs
🏦 How will claiming my Chariot Deposit Account improve the way I receive DAF gifts?
A Chariot Deposit Account allows your organization to receive DAF grants in a faster, easier, and more secure way. You’ll receive both funds and donation data from Chariot's Disbursement Partners in the same place—no more delays or guesswork matching bank transfers with donor details.
This reduces reconciliation time for your finance and development teams, freeing them up to focus on your mission.
Chariot's Disbursement Partnerships enable us to offer instant electronic payments. The network of partners is growing rapidly.
It’s completely free to claim your CDA, receive electronic grants, and make up to two bank transfers per month to your external financial account.
📬 Can we continue using Chariot without a CDA?
Depending on how your organization accesses DAFpay (i.e., whether via a fundraising platform integration or via a standalone DAFpay component) you may or may not be able to continue using DAFpay without a CDA.In instances where it is possible, organizations that have not claimed their CDA will receive both DAFpay gifts and Disbursement Partner gifts via paper check to their IRS-listed address. These checks may incur a handling fee (the lesser of $25 or 10%) and have longer processing times.
If you have questions about whether your fundraising platform supports use of DAFpay without a CDA, feel free to reach out to us directly at [email protected].In cases where a CDA isn’t mandatory, it is highly recommended. It enables fast, secure, trackable disbursements—and is legally owned by your nonprofit.
👤 Who can serve as my organization’s Control Person?
A Control Person is an individual with significant responsibility to control, manage or direct your nonprofit organization or financial operations (e.g., C-Suite, VP of Finance, etc.). They may be listed on your IRS Form 990 or have signatory authority.
This person must complete Compliance Verification and will become your Chariot Account Owner—the only person authorized to link an external bank account.
To invite a new user to serve as Control Person, add them as an Administrator and have them complete verification.
See Team Management
🔐 Why is it necessary to provide the Control Person’s personal information?
To comply with federal regulations, we must collect identifying details (like SSNs) for your Control Person. This data is securely encrypted and managed with the highest security standards.
Learn more on our Security Page
Chariot Deposit Accounts are offered in partnership with our bank partner, Column N.A. In accordance with federal law—including Section 326 of the US PATRIOT Act—all US banks are required to implement a Customer Identification Program (CIP) to help prevent money laundering and the financing of terrorist activity.
We collect personal information—such as Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)—solely to verify the identity of the Control Person. This information is used solely for identity verification and is never shared or used for any other purpose (e.g., a credit check).
Verification is conducted through our secure partner, Footprint, and all data is stored using encrypted, isolated environments that meet the highest industry standards.
🔄 How does setting up a CDA change my current Chariot account and services?
Setting up a CDA does not change how you use Chariot or DAFpay. It simply enables your organization to meet updated compliance requirements and unlock electronic disbursements from our supported Disbursement Partners (Daffy, DJCF, Endaoment, Daffeinated, EarthShare, NETA Foundation, UI Charitable, GoodToday).
Gifts from other DAFs such as Fidelity, Vanguard, and Schwab will still be delivered the same way as before. See Receiving DAFpay Gifts.
📄 What documentation might I need for Additional Compliance Verification?
If additional verification is required, Chariot may request one of the following IRS-issued documents:
EIN Issuance Letter (CP-575)
Letter of Affirmation (4168C)
EIN Verification Letter (147C)
💰 Where do the funds sent to my organization's CDA go?
Funds from participating DAF providers are deposited into your organization’s Chariot Deposit Account—a real bank account legally owned by your nonprofit and hosted by Column N.A., Member FDIC. From there, the Account Owner (i.e. the Control Person) can link an external financial account and Admins can transfer funds out as needed. See External Financial Accounts.
⏱ How quickly is money disbursed to our CDA?
Funds are electronically deposited into your CDA as soon as the DAF provider approves the gift. Authorized account users can then transfer the funds to your nonprofit’s linked external account at their convenience—ensuring fast, secure, and trackable disbursements.
📍 Where can I go to complete Compliance Verification?
Simply log into your Chariot dashboard and click the red banner at the top of the screen to begin Compliance Verification.
Still have questions? Email us at [email protected] — we're happy to help.
🧑💼 What is the difference between the Owner and Admin on my Chariot account?
The main difference between an Owner and an Admin is that only the Owner can add or remove the External Financial Account (EFA) linked to your Chariot Deposit Account.
Both Owners and Admins can:
Transfer funds
Invite and manage users
Access and manage fundraising and donation data
See Team Management
🔄 Can we transfer ownership of our Chariot account to someone else?
Yes, you can transfer ownership to another user—either someone who already has access to your Chariot account or a brand new user.
To do this, the current Owner can log into their Chariot dashboard, navigate to the Team page, and select “Transfer Ownership.” You’ll be prompted to enter the email address of the person you want to designate as the new Owner.
Ownership will be transferred once the new user:
Accepts the invitation, and
Completes Compliance Verification as a Control Person.
🌐 How do I allow website domains in my browser?
If you're experiencing errors like “issues loading the page” while completing compliance verification with Chariot, your browser’s security settings might be blocking essential services. To fix this, you may need to allow specific website domains related to our identity verification partner.
✅ Domains to Allow
Make sure the following sites are allowed in your browser:
https://id.onefootprint.comhttps://id2.onefootprint.com
These are used during the identity verification process and must be granted access to pop-ups, cookies, JavaScript, microphone, and camera.
🍎 Safari Instructions
Allow All Content for a Specific Website
Open Safari and navigate to
https://id.onefootprint.comClick Safari in the top menu bar → Settings (or press
Cmd + ,)Select the Websites tab
In the sidebar, find and select:
Pop-up Windows → Set to Allow
Camera and Microphone → Set to Ask or Allow
Repeat for
https://id2.onefootprint.comClose the window — your settings are saved automatically
🌐 Google Chrome Instructions
Allow Pop-ups and Redirects
Click the three-dot menu
⋮in the top rightGo to Settings → Privacy and security
Select Site Settings
Click Pop-ups and redirects
Under Allowed to send pop-ups and use redirects, click Add
Add:
https://id.onefootprint.comAdd:
https://id2.onefootprint.com
Allow Cookies and JavaScript
Return to Site Settings
Click Cookies and other site data
Click Add under Sites that can always use cookies:
Add:
https://id.onefootprint.comAdd:
https://id2.onefootprint.com
Click JavaScript and repeat the steps above to allow the same two domains
Allow Microphone and Camera
Still in Site Settings:
Click Camera → Add both domains
Click Microphone → Add both domains
🛠️ Still Having Trouble?
If you’ve followed the steps above and are still having issues:
Clear your browser cache and cookies
Try using an incognito/private browsing window
Disable browser extensions temporarily
Check if antivirus software is blocking access
If problems persist, reach out to our team at [email protected] — we’re happy to help!
🏛 What types of organizations are eligible to open a Chariot Deposit Account (CDA)?
Chariot currently supports 501(c)(3) public charities for Chariot Deposit Accounts and related services like DAFpay and Disbursements.
At this time, we do not onboard private non-operating foundations, in line with common donor advised fund (DAF) restrictions. See Usage Guidelines
Not sure if you're eligible? Reach out to [email protected] and we’ll review your organization's status.
⛪ Our organization is a place of worship but not listed in the IRS database as a 501(c)(3). Are we still eligible for DAFpay through Chariot?
Yes! Religious institutions such as churches, synagogues, mosques, and other places of worship can still be eligible, even if they are not listed in the IRS Exempt Organizations database.
Organizations that meet the requirements of IRC Section 501(c)(3) are automatically considered tax-exempt and not required to apply for formal IRS recognition.
Chariot offers an alternative verification process for these institutions, which includes:
Submission of EIN documentation
Articles of incorporation or bylaws
Evaluation against the 14-point IRS criteria for religious organizations
If your organization meets the criteria, you can open a Chariot Deposit Account and receive DAFpay gifts electronically like any other eligible nonprofit.
For more information or to begin the verification process, contact [email protected].
🧾 What is the difference between donations and deposits?
💡 Donations = Data
A donation in your Chariot dashboard represents a gift record — it contains donor details, donation amount, fund designation, and more. These entries may originate from linked payers or DAFpay.
Some donations are linked to deposits, meaning Chariot also received and is holding the funds.
Others may reflect gifts received outside of Chariot, especially from unlinked DAFpay providers.
💸 Deposits = Money Movement
A deposit is an actual transfer of funds into your Chariot Deposit Account, made by a linked payer.
Deposits appear when the funds themselves arrive — not just the data.
Each deposit can contain one or more associated donations, linked automatically for easy reconciliation.
🔄 How They Work Together
When a linked payer sends funds via Chariot, the deposit and corresponding donation(s) are automatically tied together in your dashboard.
If a gift was initiated via DAFpay from an unlinked payer, the donation will appear — but no deposit will be shown, because Chariot didn’t receive the funds.
You can use Tracking IDs to match manually received funds to donations and mark them as "Received."
🧑💻 Need Help?
If you can’t find what you’re looking for or need additional support, reach out to our team anytime at [email protected].
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