Overview

Paid Plan Required: Some Gift Processing features are only available to organizations on Chariot Growth and Enterprise plans

Chariot’s Gift Processing platform is built to help nonprofits save time processing traditionally offline gifts from donor-advised fund providers, workplace giving platforms, matching gift programs, and other third-party payment sources.

Chariot centralizes both payment and donation data into one unified operational workflow. At its core, Chariot combines two systems:

1. A financial account where third-party funds are received

2. A data layer that standardizes, codes, and ties donation records to inbound deposits

New to Chariot? Start with Key Concepts and Using Chariot.

Before Chariot

Before Chariot, offline gifts arrived through disconnected channels. Donation data (a CSV from, a portal export, or a mailed grant letter) would arrive separately from the payment itself (an ACH lump sum or paper check deposited into your bank account).

Gift processing teams were left manually matching donor data to inbound funds across spreadsheets, emails, PDFs, portals, and bank activity. See Nightmare Of Donation Management.

With Chariot

Payments and donor data arrive in one place — automatically matched and standardized. This allows nonprofits to process gifts more efficiently, reduce manual reconciliation work, and move donation data into CRMs and accounting systems faster.

Instead of manually collecting and reconciling information, your team reviews, approves, and routes gifts through one centralized workflow.

Daily Workflow

1. Gifts are sent to your Chariot Deposit Account from Connected Sources

2. Donations & Deposits are automatically created within Chariot

3. Gift entry teams review donations and AI-applied coding, then sync data into the CRM

4. Accounting teams reconcile deposits against donation line items and book revenue

5. Funds are transferred from Chariot to your linked external bank account

Every donation includes a Deposit ID that links it back to its corresponding deposit. Passing the Deposit ID into your CRM helps your organization trace donation records back to the underlying financial deposit during reconciliation workflows.

Key Features

Payment Sources

Custom Tables

Policies

Digial Mailbox

Export Templates