Donation Form

Button Placement

Ensure that DAFpay is listed directly alongside primary payment methods (i.e., credit card, bank transfer, and Apple Pay)

Express Checkout

To increase conversion, add DAFpay at the beginning of your donation form as an express checkout feature (similar to Apple Pay or Google Pay). When DAFpay is launched at the beginning of a donation form, the DAFpay modal will automatically capture the donor’s name, email, and address directly from the DAF provider.

• Autocomplete Donor Information - No development changes are required for this feature; the donor’s contact fields will auto-populate when the onDonationRequest is left blank.
• Auto-Recommended Donation Amount - If no amount is passed in, DAFpay utilizes the donor’s account balance to auto-recommend a donation amount, which can lead to larger gifts.

Pre-fill Donation Information at the End of a Form

When integrating DAFpay at the end of the donation form, make sure to use the onDonationRequest callback to pre-fill relevant information in the Connect session before it launches:

• amount - the amount in cents (rounded to the nearest whole dollar) that was selected on the donation form
• firstName, lastName, email, address - pass in the donor contact fields that were filled out on the donation form
• anonymous - set to true if the donor indicated that they want their gift to be anonymous
• metadata - use for miscellaneous information (e.g., form title, designation, rider name)

Use the CHARIOT_SUCCESS and CHARIOT_EXIT events to capture any donation details about the grantIntent, which should be used to call the Create Grant API

Handling Grants

Whole Dollars

DAFpay only processes whole dollar amounts. Ensure that you round to the nearest whole dollar when passing the gift amount into the onDonationRequest or when calling the Create Grant route (e.g., $505.95 →$506.00)

• If you pass in $505.95 to the onDonationRequest, the DAFpay front-end will automatically round the amount to the nearest whole dollar; however, your platform must make sure to record the rounded amount when calling the Create Grant API.

Amount Changes

DAFpay allows donors to change the donation amount within the modal for two primary reasons:

1. Minimum Donation Requirements: Some DAF providers have a minimum donation amount (e.g., $50). If a donor tries to donate less than the minimum, DAFpay will ask the donor to increase their gift amount.
2. Donation Boosting: Donors may choose to increase their donation after seeing their available account balance in the DAFpay modal.

If the donation amount is changed within the modal, make sure that your platform submits the updated amount when calling the Create Grant API.

Split Designations

If your platform allows donors to assign multiple designations to a single donation (e.g., $100 split between Domestic Relief and Foreign Aid), you can include this information in the onDonationRequest metadata for your platform (and nonprofits) to reference later on.

If the donation amount for a split gift is increased within the modal, we suggest adjusting the split allocation proportionally (e.g., a $100 gift with a 60/40 split that increases to $150 should maintain the 60/40 split).

Form Submission

After a donor clicks “Donate” in the DAFpay modal, no further action should be required from the user. Your platform should call the Create Grant API, submit the organization’s donation form, render the thank you page, and send the donation confirmation email.

Handling Fees

Application Fee Amount

The applicationFeeAmount parameter can be used to set the additional fee your platform will take from the grant in cents, alongside Chariot’s processing fee. The applicationFeeAmount will be collected and paid out to your platform at the end of the month

Donor Fee Coverage

If a donor chooses to cover fees, increase the final amount sent to the Create Grant route to account for processing fees (e.g., $100 gift + 3% fee = $103). Round the final amount as required. Please see the FAQ for the detailed covered fee calculation.

Handling Unsupported Providers

Unintegrated Grants represent a donation intent from a DAF provider that DAFpay is not yet integrated with. Unintegrated grants will be marked with an unknown status.

• Use the List Unintegrated Grants API to access details such as gift amount, DAF provider name, and donor information.
• You can simulate the Unintegrated Grants flow on our demo page by selecting BNY Mellon