Chariot

• Your organization must be based in the United States.
• Your organization's Tax ID must be set in your account settings, under Settings > Account. Chariot uses it to find and verify your organization.
• You must have the Organization Administrator role in Fundraise Up.

1. In your Fundraise Up Dashboard, go to Settings > Payment methods.
2. Under Payment processors, select Chariot.
3. Click Connect Chariot account.

If your organization already has a Chariot account, it connects right away. The page shows your account name and Tax ID, so you can confirm that the right organization is linked.

If your organization is new to Chariot, the page prompts you to set up an account first:

1. Click Start Chariot onboarding.
2. Complete the steps on Chariot's website. Chariot asks for your organization's EIN — the same number as your Tax ID — and for an authorized representative, such as an executive director or finance lead, who confirms their identity to activate the account.
3. Return to the Chariot page in Fundraise Up, refresh it, and connect.

If the page reports that your Tax ID isn't set, Chariot cannot match your organization. Add it under Settings > Account, then return to the Chariot page and connect. Set your Tax ID →

DAFpay is now active. It appears as a payment option when the supporter is making a one-time donation in US dollars.

DAFpay has no test mode or sandbox. A DAF grant is a real transfer from a supporter's sponsor fund, so the only way to check the full flow is a real donation on your live account.

To test DAFpay:

1. Make a small DAFpay donation to your organization from your own donor-advised fund.
2. Wait for the donation status to resolve.
3. Open the donation, or export your donations, and check that the DAF values are correct.

You need a real, funded donor-advised fund for this test — there is no test fund to draw from. DAF donations cannot be refunded, so keep the amount small and treat it as real revenue.

A DAF donation stays Pending until the supporter's sponsor fund sends the grant, so wait until the status resolves before you check the results. Its record and DAF values appear as soon as you make the donation, but the final status and fee amounts settle only after the grant is confirmed.