DAFpay

When DAFpay is available, supporters see it as an option on the payment step. After they select it and click DAFpay, a Chariot window opens over your donation form. There, supporters choose their fund, sign in to their fund provider, and approve the grant. Once the grant is approved, the window closes and supporters return to the standard thank-you screen.

Supporters see DAFpay in checkout when:

• Your organization has connected Chariot and turned on DAFpay.
• Your organization is based in the United States.
• The donation is in US dollars.
• The supporter is making a one-time donation.

DAFpay is hidden when a supporter selects a recurring frequency or chooses more than one designation.

DAFpay accepts whole-dollar amounts only. If a supporter's donation includes cents, DAFpay rounds it up to the next whole dollar.

Every DAF donation starts with the status Pending. Fundraise Up records it the moment the supporter approves the grant. From there it can stay Pending, move to Succeeded, or move to Failed.

After approval, the supporter's sponsor fund — the institution that holds the donor-advised fund — sends the grant to your organization. This happens outside Fundraise Up and can take from a few days to several weeks.

A donation moves to Succeeded once your organization confirms it received the grant. That confirmation is a manual step in your Chariot dashboard. Most organizations track incoming grants in their bank records or CRM instead, so most DAF donations stay in Pending. This is expected — a Pending status does not mean the grant failed or that the money is missing.

A donation moves to Failed only if the sponsor fund cancels the grant.

To find a DAF donation, open the Donations tab and filter by the DAFpay payment method. Open the donation to see its grant status, the sponsor fund, and a Tracking ID that links to the grant in your Chariot dashboard.

A DAF donation has two fees: your Fundraise Up fee and Chariot's processing fee.

• Your Fundraise Up fee is the same rate you pay on any other donation.
• Chariot's processing fee is 2.9% of the donation.

You receive the full grant amount from the supporter's sponsor fund. Chariot charges the fees separately: once a month, it totals the fees for that month's received grants and bills your organization for them. Grants that have not reached you yet are not charged.

For example, on a $1,000 donation you receive the full $1,000. If your Fundraise Up ауу is 4%, Chariot's monthly bill includes $40 for Fundraise Up and $29 for Chariot — $69 in total. These numbers are only an illustration; open a DAF donation in your Dashboard to see its exact fees.

Supporters can choose to cover fees at checkout, the same as with card donations.

DAFpay donations differ from other payment methods in a few ways:

• No receipt. Supporters receive their tax deduction when they contribute to their donor-advised fund, so Fundraise Up does not issue a receipt for a DAF donation.
• No refunds. A DAF donation is paid by the supporter's fund, not charged to the supporter, so there is nothing for your organization to refund.
• One-time only. DAFpay does not support recurring donations.

DAF donations appear in a supporter's Donor Portal alongside their other donations, each showing the amount, the date, and its status: Pending, Succeeded, or Failed.

When a donation is Pending, the supporter sees a short note that the grant is in progress and that confirmation can take time.

DAF donations have no receipt, so they don't appear in the supporter's Receipts section and there's nothing to download. Supporters also can't upgrade a DAF donation — Upgrade Links and other prompts to increase a donation don't apply to DAFpay.

As a DAF donation moves through its statuses, supporters receive the same emails your organization sends for any other donation:

• When the donation is first recorded, the supporter receives a donation-in-progress email.
• If the donation is confirmed as received, the supporter receives a confirmation email. It carries no receipt, since DAF donations don't have one.
• If the sponsor fund cancels the grant, the supporter receives a failed-donation email.

Your organization is notified only when a DAF donation fails. Other DAF donation emails to your organization are not sent.

DAF donations are included in your exports, the same as other donations. In the exported data:

• The payment method is recorded as DAF and the payment processor as Chariot.
• The Chariot and Fundraise Up fees are included in the payment processing fee.
• Three values are specific to DAF donations:
  • DAF Sponsor Fund — the fund the grant comes from, such as Fidelity Charitable, Schwab Charitable, or another sponsor fund.
  • DAF Tracking ID — Chariot's identifier for the grant, created when the supporter makes the donation.
  • DAF External ID — the sponsor fund's own grant identifier, created once the fund processes the grant.

  You can use the Tracking ID and External ID to match the donation to its grant in Chariot.

DAF donations are sent to your connected CRMs and other integrations like your other donations, with the payment method recorded as DAF and the Tracking ID included so you can match the donation to the grant in Chariot. When a donation's status changes — for example, from Pending to Succeeded — the update syncs to your integrations.