Gift Processing Overview

All your DAF & workplace giving payments — deposited, reconciled, and auto-coded in one place.

Chariot's Gift Processing platform is the first solution purpose-built for DAF payments and workplace giving. It combines a financial account with AI-powered data transformation to eliminate manual gift processing work for your team.

At its core, Gift Processing is two things in one: a financial account that receives payments directly from every DAF and workplace giving platform, and a data layer that automatically matches, formats, and codes those gifts for your CRM and ERP. Your team reviews and syncs — rather than chases and reformats.

How It Powers Your Workflow

Automatic Reconciliation

Deposits from all payers arrive with donation data already matched — no portal-hopping required.

Steward Donors Faster

Send acknowledgments days sooner with payments and donor data together in one place.

Cut Hours of Manual Work

AI auto-applies codes to incoming donations based on rules you set in Policies so you can generate CRM-ready exports instantly.

Process Checks Digitally

Digital Mailbox scans, deposits, and reconciles mailed checks — same business day.

Getting Started Checklist

New to Gift Processing? Follow these steps to get up and running. Each step links to a dedicated article with detailed instructions.

Claim your Chariot Deposit Account — Your account is created during signup. Verify your organization and complete identity verification. Learn more.
Link your payment sources — Some payers connect automatically. Others require a one-time linking step. Learn more.
Set up your first Policy — Write rules in plain language and let AI handle gift coding automatically. Learn more.
Build your Export Template — Map Chariot fields to your CRM's exact column names so every export is import-ready. Learn more.
Customize your views — Set up filtered views and custom columns to match your team's workflow. Learn more.

Enterprise customers: Your Chariot team will walk through these steps with you during your onboarding calls. You can use this checklist as reference at any time.

Starter & Growth customers: This checklist can be treated as your primary onboarding guide. Reach out to the Chariot team if you need help or have questions along the way.