Chariot DAFpay Integration

Unlock the Power of DAF Giving with DAFpay

DAFpay simplifies the Donor Advised Fund giving process for both your supporters and your team. With a seamless Tessitura integration, our platform processes real-time grant requests from thousands of unique DAF providers. This not only unlocks massive, untapped fundraising potential but also drives significant operational efficiency for your staff.

Step 1: Create your Chariot DAFpay account

1. Go to this link to Create Your Chariot Account
2. Create your Chariot DAFpay account
3. Go to your 2Account dashboard and select the Chariot DAFpay menu

Step 2: Connect up your Chariot DAFpay

1. You must be the owner of the account to connect or disconnect the Chariot DAFpay integration
2. Enter your Employer Identification Number (EIN)
3. Enter a valid administrative contact email address for your organization
4. Click "Connect with Chariot DAFpay"

If it fails, you will receive the following message. Please fix the issue and try again.

Once your Chariot DAFpay is connected your will receive a Connected Green Smiley and Successfully Authenticated message. If you ever need to detach your Chariot DAFpay, the account owner can do it here using the "Detach Chariot DAFpay Account" button.

Step 3: Configure your DAF Account Mapping & Settings

Donor Advised Fund Charitable Account

Choose this option if your organization wants to maintain detailed, individualized records for every single Donor Advised Fund provider (e.g., Fidelity Charitable, a specific local bank, or a community foundation) within Tessitura. By mapping specific DAF providers to their unique Constituent IDs, you ensure that every transaction is explicitly attributed to the exact financial institution issuing the grant. This is the ideal choice for organizations that require highly granular financial reporting, strict reconciliation tracking, and precise oversight of exactly which institutions are distributing funds.

Personal Charitable Account

Select this option if your organization prefers to track DAF giving through established relationship networks between the individual donor and their specific charitable vehicle. By defining an "Affiliate Type" (such as "Advised Fund"), the system will automatically match the individual constituent to their affiliated personal foundation or fund record. This is best for organizations heavily focused on donor relationship management, as it ensures giving histories, soft credits, and household structures remain cleanly and automatically connected to the individual donor's profile in Tessitura.

Generic Charitable Account

Opt for this streamlined approach if you want the simplest, lowest-maintenance setup. This option routes every incoming DAF contribution—regardless of which financial institution it came from—into a single, universal catch-all Tessitura Constituent record (e.g., a "Generic DAF Provider" account). It is perfectly suited for organizations that do not need to clutter their CRM with distinct records for every bank or community foundation in the country, and instead just want a centralized bucket to process the inbound payments quickly while still appropriately soft-crediting the individual donor.

Donor Advised Fund Charitable Account

Chariot DAF Account Mapping Tool

Unmapped DAF Handling

1. Create A New DAF Provider Tessitura Constituent

   

   
   

2. Use Catch-All DAF Provider Tessitura Constituent

   

   
   

3. Send Email Alert

   

   
   

Personal Charitable Account

Select the option for Mapping the Donor's Individual Account

1. Personal Charitable Account

   

Unmapped DAF Handling

1. Create An Affiliate Account

   

   
   

2. Use Catch-All Constituent

   

Generic Charitable Account

Select the option for Mapping the Donor's Individual Account

1. Generic Charitable Account