What’s New on Chariot | September 2026

Request a preferred EIN, attach files directly to your donations, and more in our September roundup of new features and updates.

Here's what's new:

• Preferred EIN routing: Does your organization operate under multiple EINs? Reach out to contact@givechariot.com to request a preferred EIN so grants from our grantmaker partners always land under the right one.
• File uploads on donations: You can now upload files (called artifacts in your dashboard) with share links directly to a donation, so any extra details or documentation for a specific gift live right on the record.

• More activity logs: You can now see activity history on individual deposits and, if you use the Digital Mailbox, on mail items. Click “View” on the individual item and navigate to the Activity tab. Every entry shows exactly who made the change, a teammate or a named automation, with a link to the details.
• New default payment source: Welcome, Saint Paul & Minnesota Foundation! You'll now receive their grants electronically in your Chariot account. Read more.
• Foundant DAFs are live in DAFpay: Community foundations that use Foundant's foundation management software can now opt in to enable their donors to give through DAFpay. Now more community foundation DAF donors will be able to use DAFpay to recommend grants to your nonprofit. Read how it works on our blog.

New for Digital Mailbox subscribers:

• Mailroom refresh: Mail items now support properties, so you can organize and track the checks in your Digital Mailbox with the same custom fields and views you use for donations. See it in your account.

What’s next

• Scholarship gifts: Support for processing scholarship gifts is coming up.
• Get ready for DAF Day (October 8): The giving day dedicated to DAFs is almost here. Add your DAF giving URL in your account settings so your organization appears on the DAF Day giving page, check out our final reminders, and remember to apply for our DAF Day Awards.

Upcoming events

• Power User Forum | From Click to Close: Your DAFpay Playbook for DAF Day
  October 6, 2026 at 12:00 PM ET
  Our invite-only monthly peer session for gift processing leaders. This month, join us to learn how best to use DAFpay in preparation for DAF Day on October 8th.
  Request to attend

What our users are saying

On putting Policies to work for the first time:

"Every time you guys upgrade, it's like something else that we could have used back then."

• Mila Gonzalez, Global Empowerment Mission

On export templates and automated gift coding:

"Especially with Benevity, it cut the work down quite a bit."

• Anton Hooper, Martha's Table

On onboarding to Chariot Gift Processing:

"It's basically automated at this point, and I really appreciate the simplicity."

• Jacqueline Canty, Reading Is Fundamental