Onboarding Guide

Join the tens of thousands of nonprofits already using Chariot to receive Donor Advised Fund and workplace giving payments faster and more securely.

[1] Create your account

• Navigate to dashboard.givechariot.com/signup

• Enter your work email and create a secure password

• Select your organization (See Organization Eligibility)

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[2] Compliance Verification

To comply with federal regulations, a control person must verify their identity to claim an account.

A control person is an individual with significant responsibility to control, manage, or direct your nonprofit organization or financial operations. If this is you, you probably have a title like Executive Director, VP of Finance, CEO, or CFO.

Verification Steps

1

Control Person Details

• Full Legal Name

• Date of Birth

• Residential Address

• Legal Status (United States)

• Social Security Number

• Selfie/ID

2

Expected Usage

Answer questions about your expected use of Chariot's platform. These ranges help us tune fraud protection and comply with FinCEN rules. Estimates are fine.

3

Review & Confirm

Please make sure that the verification data you entered is accurate and up to date

Frequently Asked Questions

See 🔐 Why is it necessary to provide the Control Person’s personal information?

Security Standards

All personal details are securely handled by Chariot’s third-party identity management partner using Secure Data Enclaves and industry-leading encryption.

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[3] Account Review

Once you’ve submitted your information, you’ll return redirected back to the dashboard while you wait for approval.

If we’re unable to automatically verify your information, you will be notified via email with a request for Supplementary Documentation. Please keep an eye on your inbox to avoid delays in account activation.