Onboarding Guide
Join tens of thousands of nonprofits using Chariot to raise more through Donor Advised Funds (DAFs) and streamline gift processing.
Whether you found Chariot through your fundraising platform (like GoFundMe), from one of our Disbursement partners (like Daffy), or discovered us on your own, the process to get started is quick, secure, and designed for nonprofit teams of all sizes.
✍️ Step 1: Sign Up for Chariot
Navigate to dashboard.givechariot.com/signup
Enter your work email address
Create a secure password
Complete Two-Factor Authentication (TFA)
Select your organization using its name or EIN (See Organization Eligibility)
🏦 Step 2: Set Up Your Chariot Deposit Account
After your login is verified and you’ve selected your organization, you’ll be prompted to complete Compliance Verification.
Important: Chariot requires a Control Person from your organization to verify their information and activate your account. A Control Person is someone with significant responsibility to control, manage, or direct your nonprofit organization (e.g. Executive Director, President, COO, CFO, etc)
🧾 What You’ll Need to Complete Verification:
Before you begin, make sure you have the following Control Person details ready:
Full Legal Name (as shown on government-issued ID)
Date of Birth
Residential Address (no P.O. boxes)
Legal Status in the U.S.
Social Security Number
🔐 Why is it necessary to provide the Control Person’s personal information?
👤 Control Person Verification Steps
Enter your organization’s full 9-digit EIN.
This will surface your organization’s official IRS-registered name and address.
Review and confirm your organization details.
You can edit the Preferred Name and Address if needed.
Select a Control Person.
The Control Person will appear automatically if they are listed in your IRS 990. Otherwise, choose “Other” and manually enter their information.
Enter the Control Person’s basic details.
Provide Full Name and Date of Birth exactly as they appear on official identification.
Enter residential address, legal status, and SSN.
All personal details are securely handled by Chariot’s third-party identity management partner using Secure Data Enclaves and industry-leading encryption.
Answer questions about your expected use of Chariot.
This helps us meet financial compliance requirements.
Review and confirm everything one final time.
👣 Final Step: Account Review
Once you’ve submitted your information, you’ll return to your dashboard. If anything needs additional review, a notification will appear at the top of your screen showing that your Chariot Deposit Account is under review.
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