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DAF Gift Acceptance Policy
Chariot is here to help nonprofits navigate donor-advised funds with confidence and clarity. A key part of this is knowing when it’s appropriate to accept a DAF gift—and when a polite decline is the right choice.

 
Please make use of our template DAF gift acceptance policy as a framework for your own.

 

Please work with your own legal representation to ensure any final policy covers all of your organization's specific needs.

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Download the template

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*Chariot is a financial technology company, not a bank. Chariot Deposit Accounts are a Demand Deposit Account through our banking services partner, Column, N.A., Member FDIC. Deposits in Chariot Deposit Accounts are eligible for FDIC insurance up to $250,000 per depositor, for each insurable capacity in which the account is held.

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