Onboarding DAFpay

GiveCampus is thrilled to announce that you can now accept Donor-Advised Fund (DAF) gifts via GiveCampus. This resource will walk you through the basics and FAQs for onboarding DAFpay on your forms or campaigns. 

Please check out additional resources below: 

• Accepting DAF gifts on GiveCampus: Information about the donor experience, receiving grants, pricing and fees, and more.
• Why accept DAF gifts on GiveCampus?
• DAF Reporting & Receiving Grants

Please note: you must be an Online Giving Super Administrator or Finance Administrator to onboard and enable DAFpay.

Onboarding DAFpay

Step 1: Enter Set Up Information 

Visit your fundraising dashboard > Online Giving > School-Level Settings > DAFpay

Before enabling DAFpay you must agree to terms and enter required information. 
Required Fields: 

1. First and Last Name
2. School Email Address
3. School Tax EIN Number 

Step 2: Create Chariot Account

GiveCampus has partnered with Chariot to facilitate DAF grant recommendations. To enable DAFpay, you must first create a Chariot account for your school. You will have an additional dashboard within Chariot to view and manage DAFpay grant recommendations and mark grants as received. 

Required for Chariot Account Sign Up: 

• First Name and Last Name
• School Email Address
• School Tax EIN Number
• School Website Link
• Billing information within Chariot is not required. 
  • Learn more about pricing and fees.

Required for Chariot Account Verification:

Before you begin, make sure you have the following Control Person details ready:

• Full Legal Name (as shown on government-issued ID)
• Date of Birth
• Residential Address (no P.O. boxes)
• Legal Status in the U.S.
• Social Security Number
• Full Control Person Verification Steps. 
• Why is it necessary to provide a Control Person's personal information?

If your school already has a Chariot account, you can skip straight to Step 3!

Step 3: Enable DAFpay

• Once you've created your Chariot account, you can check to enable DAFpay across your forms and campaigns.
• Learn more about the DAFpay donor experience.

Step 4: Modify DAF Confirmation Email

DAF confirmation emails are different than regular donation emails because, importantly, they cannot include tax receipt language. Remember that donors receive these tax receipts from their Donor Advised Fund providers directly and do not need a tax receipt when issuing grants out of their DAFs.

A default DAF email will be enabled automatically.You can customize your DAF confirmation email for any DAF grant distribution made on any form or campaign on GiveCampus.

Customize DAF confirmation email:

• Visit Online Giving > School-Level Settings >
• DAFpay > 
• Email Confirmation

Step 5: Update Reports & Gift API to Accommodate DAF Fields

There are additional and updated reporting fields that we recommend including in your reports and API calls in order to appropriately track your DAF gifts. 

• Learn more about DAF reporting.