Table of Contents
Phase 1: Registering for your account
Step #1: Navigate to app.givechariot.com/signup to register for an account.
Step #2: After entering your email and creating a password, complete your registration by filling out your name, selecting your nonprofit organization, and agreeing to Chariot's Terms of Service.
Click continue to create your account!
Phase 2: Activating your BetterUnite Integration
Step #3: Navigate to the "Integrations" Tab and search for the "BetterUnite" tile. Just click the "Activate" button to get started.
Step #4: After clicking "Activate" a popup will appear asking you to add a billing method. Chariot charges a 2.9% donation processing fee. In order to activate your BetterUnite integration, you will have to select a billing method (i.e., manual invoices or auto pay).
Have questions? Reach out to us at contact@givechariot.com
Congratulations! You now have full access to your BetterUnite integration.
Phase 3: Managing your donations
The Chariot Dashboard
Chariot's transaction dashboard provides you with a home base for all of your DAF donations. You can view all of your DAF donations or filter by date and donation status.
Each transaction line item provides your organization with the name, contact information, and Donor Advised Fund provider of the donor so you can thank them in real time to steward these key relationships.
Donation Status & Chariot IDs
All donations from Chariot will be initially marked as "Initiated" in your dashboard. Once you receive a donation, you can mark it as received by clicking the checkbox on the left hand side. Make sure to save your changes!
How do I know which DAF donation to mark as received?
Each Chariot donation (whether a check or wire transfer) comes with a corresponding Chariot ID. These can usually be found in the memo line of a check or the grant note attached to the donation.
Use this Chariot ID to identify the corresponding line item in your dashboard. Use the search bar to make it even easier.
Have questions? Reach out to us at contact@givechariot.com
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