Overview

Integrate DAFpay by Chariot into your platform, preferably as a default-enabled payment method with an opt-out option for nonprofits

This guide is intended to supplement the Integrating DAFpay documentation, providing key details and considerations essential for a successful integration. We strongly encourage platforms to review this guide carefully before beginning the integration process.

We like to break down the integration process into three main steps:

  1. Nonprofit Onboarding:

    • Creating CIDs: Create and save down Connect IDs for your organizations which allow you to render the DAFpay button.
    • Creating Chariot Accounts: Create Chariot accounts for your nonprofits to facilitate the transfer of funds.

  2. Donation Form Implementation:

    • Placement & Conversion: Ensure the DAFpay donation experience helps maximize donor engagement and increase conversion rates.
    • Donor Experience: Provide a seamless and intuitive experience for donors to make donations using their Donor Advised Funds.

  3. Transaction Management:

    • Flow of Funds: Understand the flow of funds to ensure that donations are processed correctly by your organizations.
    • Reconciliation: Tie DAF payments to DAFpay grants to ensure that all donations are accounted for.