Receiving Donations
Receiving donations after claiming your Chariot account
If you haven’t claimed your Chariot account yet, please navigate to our Getting Started guide.
💳 Receiving DAFpay Gifts
Once your Chariot account is claimed, funds initiated via DAFpay no longer pass through the DAFpay Network as an intermediary step. Instead, the funds are sent to your organization directly from the DAF provider (e.g., Fidelity, Schwab, Vanguard).
DAFpay gifts can arrive in two ways:
🏦 DAFpay Gifts from Disbursement Partners
If the donor’s DAF sponsor uses Chariot Disbursements, the gift is deposited electronically into your Chariot Deposit Account (CDA).
No action required — these donations automatically appear in your dashboard, tied to the inbound deposit, ready for data export and outbound transfer to your External Financial Accounts.
✍️ DAFpay Gifts from Non-Disbursement Partners
If the DAF provider is not a Chariot Disbursement Partner, the gift will be delivered by check or ACH outside of your Chariot account, according to the provider's processing timeline. When these gifts arrive, they will often include “DAFpay” and a Tracking ID in the grant note or memo field.
Some DAF providers do not send DAFpay Tracking IDs. If the Tracking ID and DAFpay note are not available, first check for an External Grant ID. If you cannot find one, use the donor’s fund name, gift amount, and other grant details to match the inbound gift to the correct DAFpay donation line item.
❓What to do:
Check the memo or grant note on the check or ACH deposit for a Tracking ID and the term "DAFpay."
Log in to your Chariot dashboard and go to the Donations tab.
Select 'Waiting for payment'
Use the donation details to locate the corresponding donation.
Click 'Mark received"
📦 Receiving Disbursement Partner Gifts (Not via DAFpay)
Not all Donor Advised Fund gifts originate through DAFpay — Disbursement Partners send standalone grants directly to your organization.
These gifts are routed through Chariot Disbursements and land in your Chariot Deposit Account automatically.
No action required — these donations automatically appear in your dashboard, tied to the inbound deposit, ready for data export and outbound transfer to your External Financial Accounts.
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