DAF Giving

Donor-Advised Fund Gifts,
Right at Checkout

BetterUnite accepts donor-advised fund gifts at checkout through its Chariot integration. Donors select Donor Advised Fund as a payment method and complete the grant recommendation through Chariot in the same flow, on donation pages, event checkouts, and volunteer sign-ups, enabled campaign by campaign.

Among the fastest-growing giving channels,
one click from your checkout.

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01DAF at Checkout

A payment option, not a paperwork chase.

Donors pick Donor Advised Fund from the payment list and finish the grant recommendation in the built-in Chariot flow. No mailed instructions, no forms, no gift that quietly never arrives.

  • Complete the grant recommendation in seconds without the donor ever leaving your page
  • Skip paper grant recommendation forms and follow-up paperwork, the gift finishes in the same checkout flow
  • Follow three steps: enable DAF on a campaign, donor selects Donor Advised Fund, donor completes payment via Chariot

02Every Giving Surface

On every checkout you already run.

DAF giving works on donation pages, event checkout, and volunteer sign-up, with a per-campaign toggle deciding where it shows. No separate DAF page to find.

  • Enable the option campaign by campaign with a single toggle in campaign settings
  • Offer the DAF option on event ticket checkouts and volunteer sign-up flows, not only donation pages
  • Turn it on exactly where it fits, so donors never have to find a separate DAF page

03Modern Payment Stack

One checkout for every giving vehicle.

DAF sits beside stock and crypto through DonateStock and gift matching through Double the Donation, on the checkout that already takes card, ACH, PayPal, and Venmo.

  • Accept stock and crypto gifts through DonateStock in the same checkout that takes the DAF grant
  • Capture employer matching through Double the Donation at the same checkout, so one flow covers cash and non-cash giving
  • Add the wallets too: Apple Pay and Google Pay, alongside cards, ACH, PayPal, and Venmo

04Gifts in the CRM

The gift lands on the donor record.

A DAF gift lands on the contact record in the donor CRM with campaign and fund attribution. The sponsoring fund issues the tax documentation, so your acknowledgment is a thank-you.

  • Record each DAF gift like any other gift, attributed to its campaign and fund on the donor's record
  • Remember the donor's tax deduction happened when they funded their DAF, so the sponsoring fund handles that documentation
  • Send a thank-you acknowledgment without deduction language, the best practice for grants that arrive from a sponsoring fund

Frequently Asked
Questions

How do donors give from a donor-advised fund on BetterUnite?

They pick Donor Advised Fund as a payment option at checkout and complete the gift through the integrated Chariot DAF integration. There are no paper grant recommendation forms, and the donor never leaves your page.

Which checkouts support DAF gifts?

DAF giving is available across donation pages, event checkout, and volunteer sign-up flows, and you control it with a per-campaign toggle, so you can enable it exactly where it fits.

Do I need a separate Chariot account?

Chariot powers the DAF option inside BetterUnite checkout. Setup details and any Chariot-side requirements are worth confirming during your demo.

Can donors also give stock or trigger employer matching at checkout?

Yes. DAF giving sits alongside DonateStock for stock and crypto donations and Double the Donation for employer gift matching, so one checkout covers the modern giving vehicles.

Are DAF gifts tax-receipted differently?

DAF grants come from the sponsoring fund, which handles the donor's deduction, so the acknowledgment reads differently from a standard gift receipt. Best practice is a thank-you without deduction language. How BetterUnite acknowledgment templates should be set up for DAF gifts is worth walking through with the team during your demo.

Why should we offer DAF giving at checkout?

More than $250 billion sits in donor-advised funds, and DAF donors give larger average gifts. Making DAF a one-click checkout option captures gifts that would otherwise require the donor to log into their fund separately, which most never do.

Get started

There are billions sitting in donor-advised funds.
Put a DAF button on your checkout.

A walkthrough with your own data: your programs, your questions. No pressure, no endless sales cycle.

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