Changelog

Summary

DAFpay Donor Accounts (Beta)

What’s new?

We’ve introduced DAFpay Donor Accounts — a new identity-based DAFpay flow designed for Donor Advised Fund providers integrating with DAFpay.

Donors authenticate with their DAFpay Identity (email-verified, DAFpay-managed) and submit Grant Requests. DAFs use new Chariot APIs to verify the donor and decision Grant Requests. Two flows are supported on the same data model:

1. Donor-Initiated Verification — DAFpay emails a one-time code to the donor after they submit a Grant Request; the donor relays it to the DAF; the DAF calls a single API to verify and approve the Donor Account.
2. DAF-Initiated Setup — DAF creates a Donor Account and Authorization Token in advance via their portal; donor enters the code into DAFpay during profile setup, auto-approving their account.

New APIs

• Donor Accounts — create, list, get, update, disable, enable.
• Authorization Tokens — create, list, get, revoke, verify.
• Giving Pools — list, get.
• Grant Requests — list, get, submit, reject (DAF decisioning on Grant Requests).

New webhook events

• donor_account.created, donor_account.updated
• authorization_token.created, authorization_token.updated
• grant_request.created, grant_request.updated

New guides

• Donor Accounts overview
• Donor-Initiated Verification
• DAF-Initiated Setup
• Grants Lifecycle

Availability

Donor Accounts are currently in beta and are available as part of a pilot program with a handful of design partners. If you’re a DAF provider and interested in integrating with DAFpay this way, please reach out to contact@givechariot.com.