Integrating DAFpayImplementation

Managing Transactions

Enable your nonprofit organization’s to effectively manage, track, and reconcile their DAFpay transactions.

Flow of Funds

Flow of funds from Platform and Nonprofit perspective

Reconciliation & Grant Identifiers

Grants initiated via DAFpay will arrive via check or EFT directly from the DAF provider. DAFpay provides unique identifiers to help nonprofits reconcile donations once they arrive:

  1. Tracking ID: A 10-digit alphanumeric identifier generated by DAFpay, included in the initial grant request, and usually passed to the nonprofit from the DAF. This appears in the DAF provider’s data as a “Tracking ID:” string within the grant note or purpose.
  2. External Grant ID: A string identifier generated by the DAF provider following a successful grant initiation request. The format depends on the DAF provider and typically appears in the provider’s data as a “Grant ID.”

Make sure that your platform displays the trackingId and externalId fields as searchable fields on your transactions dashboard.

Schwab Grant Letter & Check with Tracking ID in letter and External Grant ID in Check memo

Grant Statuses

All DAFpay grants from integrated providers will be marked with the Initiated status, indicating that a grant was successfully submitted (but the DAF provider is still processing the gift).

Once a nonprofit receives the funds from the DAF provider and identifies the specific grant line item using the trackingId/externalId, they should be able to manually update the status from Initiated to Received directly in your platform’s dashboard.

When a grant status is updated in your fundraising platform’s dashboard, make sure to use the Update Grant API so we can reflect those changes on our end. If a grant status is updated directly on the Chariot dashboard, subscribe to the grant.updated Webhook Event to receive notifications.

Cancellations & Refunds

Donors may have the option to cancel their grants from their Donor Advised Fund portal before disbursement, subject to the specific policies of their DAF provider. As funds in DAFs are no longer under the donor’s direct ownership, the concept of refunds after the money leaves the DAF, does not apply.

Donations made via DAFpay are typically final and irrevocable gifts (depending on the specific policies of the DAF provider).

Cancelled grants will be marked as Cancelled in your platform’s dashboard and will not incur any processing fees. If you believe a grant should be cancelled, please contact the donor first to confirm the cancellation and then send a request to the Chariot support team.

DAF Object

If you would like to include the name of the DAF provider on each grant in your dashboard (i.e., Fidelity Charitable), you can use the fundId from the Grant object to call the Get DAF API.