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GuidesAPI ReferenceFDX APIChangelog
GuidesAPI ReferenceFDX APIChangelog
  • Getting Started
    • Navigating the Docs
  • DAFpay
    • Overview
      • Overview
      • Donor Account Lifecycle
      • Grant Request Lifecycle
      • FAQ
  • Disbursements
    • Overview
    • How It Works
    • Disbursement Lifecycle
    • Compliance
    • Sandbox
    • How Chariot Compares
    • FAQ
  • Gift Processing
    • Overview
    • How It Works
    • Getting Started
    • FAQ
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On this page
  • Overview
  • Primary Resources
  • Verification Flows
DAFpayDonor Accounts (for DAFs)

Donor Accounts

Donor Accounts let DAF Providers connect their donors to the DAFpay payment option.
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Donor Account Lifecycle

How a Donor Account moves from pending to approved — and the two flows that get it there.

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Audience

This guide is for Donor Advised Fund (DAF) providers integrating with DAFpay. If you are a nonprofit or fundraising platform looking to accept DAFpay donations, see Integrating DAFpay instead.

Overview

As a DAF provider, you control which donors can use DAFpay and which grant requests get approved. The Donor Accounts API gives you a clean, well-defined interface to verify donors, manage access, and decision grant requests.

Primary Resources

Donor Accounts — A Donor Account represents a DAFpay donor identity linked to your organization. It holds an optional external_id — your internal identifier for the user’s account. A Donor Account must be approved before its Grant Requests can be processed. A Donor Account can be associated with multiple Giving Pools; a Giving Pool represents a specific set of funds within a donor’s DAF account.

Grant Requests — Submitted when a donor uses DAFpay on a nonprofit’s donation form. Grant Requests are tied to a specific Donor Account and can only be approved or rejected once the Donor Account is approved.

Verification Flows

Accounts reach approved status by verifying an Authorization Token — a one-time code. There are two flows that differ in who initiates the process:

  • Donor-Initiated Verification — The donor submits a grant first; DAFpay emails them a code which they pass to the DAF.
  • DAF-Initiated Setup — The DAF creates a Donor Account and token in advance and gives the code to the donor via their portal.