Set up DAFpay and manage payment-account availability

How to use

1. Open Online Giving → School-Level Settings → DAFpay as a Superadmin, Fundraising Superadmin, Finance Admin, or School-Level Settings Admin.
2. Enter the requested contact details, School EIN Number, and Confirm School EIN Number, then click Next. Use the institution’s correct EIN in the displayed format.
3. Follow the account-claiming/onboarding instructions shown. On an already claimed account, use Update DAFpay to save the available account settings.
4. Check account readiness and the intended form’s payment options before expecting DAFpay to appear at checkout.

Important distinctions

Mismatching EIN entries are rejected. Account creation involves the Chariot nonprofit/account flow; creating a local record is not proof every form now offers DAFpay. DAFpay must also be available for the intended form and eligible gift.

Stripe and PayPal have separate account/configuration areas, with PayPal bank-account and authorized-representative surfaces. Use each provider’s supported onboarding flow rather than copying credentials or account IDs between schools.

Troubleshooting

Check the school account, provider status, form type, and per-form setting. Membership forms are excluded from the DAFpay form-setting eligibility. Current provider fees, grant settlement, and donor eligibility need the current provider/school information.