Set Up and Manage Programs

Programs are designed for grantmakers that operate multiple grantmaking services under the same EIN. Programs let you manage those services separately inside one Chariot account.

Program workflows and program-specific disbursements can be managed through the dashboard or the Chariot API. See https://docs.givechariot.com/guides/disbursements

What is separate for each program

Each program can have its own:

• Account balance and ledger

• Display name

• Logo and branding

• Grant letter

• Legal attestation

• Disbursement activity and reporting

Your team can access the programs from one Chariot account, while the receiving nonprofit sees the funds and communications as coming from the selected program.

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When to use programs

Programs may be appropriate if your organization:

• Supports multiple grantmaking brands under one EIN

• Provides disbursement infrastructure for other DAF sponsors or foundations

• Needs separate balances for distinct clients, services, or business lines

• Needs recipient-facing branding and legal language to vary by program

You probably do not need programs if all grants use the same balance, brand, grant letter, and attestation.

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Create a disbursement from a program

When creating a disbursement, select or specify the program that should fund and send it. Chariot applies that program's balance, recipient-facing identity, grant letter, and attestation.

Always confirm the program before submission.