Set Up
Overview
We’re going to utilize Chariot’s APIs to generate a CID (Connect Identifier) for a nonprofit organization. This CID is a crucial element needed to activate the DAFpay button.
To create a CID for an organization, we first need to Search Chariot’s Database to find the organization’s ID using their Name or EIN (Employer Identification Number, Tax ID). Following that, we proceed to create a Connect with the organization’s ID.
Search Organization
The Search Organization endpoint enables you to search for an organization by name or EIN within Chariot’s verified nonprofit database. If the organization you are looking for is not found, please contact support@givechariot.com to request the organization be added.
Below are a few examples of different implementations. Modify the user
object, ein
field, and access token from step 1 before making the request.
Bravo! You have just searched for a nonprofit organization in Chariot’s system. Now let’s create a Connect for this organization.
Create Connect
Nonprofit Contact Requirement
This route requires a contact email address for the organization. Ensure the email address provided is unique to the nonprofit and not a generic support email (e.g., support@platform.com). This email will be used for important messaging related to the organization’s Chariot account and can be updated later.
The Create Connect endpoint creates a Connect record or retrieves it if a Connect already exists for the organization in Chariot’s system.
To create a Connect, the organization’s id
must be provided, which you should have from the previous step!
Below are a few examples of different implementations. Modify the ORGANIZATION_ID
query parameter with the organization’s id
. Don’t forget to add the api key!
Amazing! You can now start integrating DAFpay to build a front end and start receiving grants for this organization.
Create a Launch Plan
For fundraising platforms with multiple organizations, the Create Connect needs to be called once for each organization on your platform. As part of development, you should determine when and how these calls will be made for each organization.