Summary
DAFpay Donor Accounts (Beta)
What’s new?
We’ve introduced DAFpay Donor Accounts — a new identity-based DAFpay flow designed for Donor Advised Fund providers integrating with DAFpay.
Donors authenticate with their DAFpay Identity (email-verified, DAFpay-managed) and submit Grant Requests. DAFs use new Chariot APIs to verify the donor and decision Grant Requests. Two flows are supported on the same data model:
- Donor-Initiated Verification — DAFpay emails a one-time code to the donor after they submit a Grant Request; the donor relays it to the DAF; the DAF calls a single API to verify and approve the Donor Account.
- DAF-Initiated Setup — DAF creates a Donor Account and Authorization Token in advance via their portal; donor enters the code into DAFpay during profile setup, auto-approving their account.
New APIs
- Donor Accounts — create, list, get, update, disable, enable.
- Authorization Tokens — create, list, get, revoke, verify.
- Giving Pools — list, get.
- Grant Requests — list, get, submit, reject (DAF decisioning on Grant Requests).
New webhook events
donor_account.created,donor_account.updatedauthorization_token.created,authorization_token.updatedgrant_request.created,grant_request.updated
New guides
Availability
Donor Accounts are currently in beta and are available as part of a pilot program with a handful of design partners. If you’re a DAF provider and interested in integrating with DAFpay this way, please reach out to contact@givechariot.com.
