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  • Writer's pictureDrew Schneider

Getting Started: Engaging Networks




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 Engaging Networks Integration


Step #3: Navigate to the "Integrations" Tab and search for the "Engaging Networks" 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 Engaging Networks 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 Engaging Networks integration. Go back to your "Account Settings" in your Engaging Networks dashboard to add Chariot as a Gateway.




 

Phase 3: Managing your donations


Option 1 - Engaging Networks Dashboard


Once the donation is processed, the non-profit will receive the funds either through a wire transfer or check from the Donor Advised Fund provider. The details will include the Chariot ID. Afterwards, you can manually update the status of the donation:


  • Head to “Lookup Supporter”, search for the donor, and open their account

  • Under “Single Donations” widget, find the Donor Advised Fund (DAF) Chariot donation and open it

  • Click on the status to manually update i




Option 2: 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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