> For the complete documentation index, see [llms.txt](https://help.givechariot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.givechariot.com/gift-processing/overview.md).

# Overview

{% hint style="warning" %}
**Paid Plan Required:** Some Gift Processing features are only available to organizations on Chariot Growth and Enterprise plans
{% endhint %}

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

{% hint style="info" %}
New to Chariot? Start with [Key Concepts](/getting-started/key-concepts.md) and [Using Chariot](/getting-started/using-chariot.md). 
{% endhint %}

{% embed url="<https://www.youtube.com/watch?v=YQ-BU0peQ4E>" %}

### 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 [Key Concepts](/getting-started/key-concepts.md#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.

<figure><img src="/files/3Z2zOgCexnOAUOCxdgXh" alt=""><figcaption></figcaption></figure>

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 [Payment Sources](/getting-started/payment-sources.md#connected-sources)
2. [Key Concepts](/getting-started/key-concepts.md#donations-and-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](/getting-started/using-chariot.md#reconciling-funds) deposits against donation line items and book revenue
5. Funds are transferred from Chariot to your linked [external bank account](/account-management/money-movement.md)

{% hint style="info" %}
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.
{% endhint %}

### Key Features

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Payment Sources</td><td><a href="/pages/NBXAp0LA0otgqGirnbmO#type-2-additional-sources">/pages/NBXAp0LA0otgqGirnbmO#type-2-additional-sources</a></td></tr><tr><td>Custom Tables</td><td><a href="/pages/VwXCg1mqq2tpEkGlws5A">/pages/VwXCg1mqq2tpEkGlws5A</a></td></tr><tr><td>Policies</td><td><a href="/pages/BfIQSxwcWb8HhYAjLp1l">/pages/BfIQSxwcWb8HhYAjLp1l</a></td></tr><tr><td>Digial Mailbox</td><td><a href="/pages/WN3ugQLhZAjesP17OPif">/pages/WN3ugQLhZAjesP17OPif</a></td></tr><tr><td>Export Templates</td><td><a href="/pages/ECrc6wnWaDNmAf5Cq3Ol">/pages/ECrc6wnWaDNmAf5Cq3Ol</a></td></tr></tbody></table>


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