Connect and understand Stripe, PayPal, and DAFpay accounts

Tags: product:online-giving intent:payment-account intent:stripe intent:paypal intent:dafpay

Authorized financial administrators use Online Giving > School-Level Settings > Stripe to review connected accounts or start setup. Stripe setup asks for legal business name, country, currency, statement descriptor, deposit bank account, transfer frequency, and acceptance of the connected-account agreement. The descriptor must be 5–22 allowed characters. U.S./Canadian accounts use routing details; eligible international accounts can use IBAN. Stripe also completes required identity verification.

Use School-Level Settings > PayPal for the institution's supported PayPal connection. Use School-Level Settings > DAFpay > Onboarding to claim/configure the DAFpay account and Email Confirmation to edit the DAF acknowledgement. Connecting an account makes the method eligible; each campaign or Giving Form must still have the method enabled where supported.

Transfer timing depends on the saved payout schedule, bank posting, weekends/holidays, country, and processor. Never ask a customer to send banking credentials in a ticket or claim that a connection or payout succeeded without the status shown in the UI.