How DAF Connect works.
Corporate giving programs that process more than a dozen non-profit partners per year need a repeatable, defensible intake process. DAF Connect replaces ad-hoc PDF forms, manual EIN lookups, and scattered email threads with a single embedded workflow — from application to reviewer decision.
I. The embed
Enterprise admins paste a single script tag and iframe snippet into any web page — a Drupal intranet, a Sharepoint site, a hand-coded giving landing page. There is no backend to configure on your side. The iframe auto-resizes to its container via a small postMessage listener.
From the Embed Manager dashboard, admins set the enterprise brand colors, logo, and intro copy that non-profits see when they open the form. Required fields, optional fields, and up to 10 custom questions are configurable. Domain allowlisting restricts which origins can embed the iframe.
<iframe src="https://daf-connect.com/embed/demo-acme-corp" style="width: 100%; min-height: 800px; border: 0; border-radius: 8px; display: block;" allow="clipboard-write; camera; microphone" title="Non-profit onboarding" ></iframe> <script src="https://daf-connect.com/embed-resizer.js" async></script>
II. Collection and verification
Non-profits work through a 12-step intake form: legal name, company verification (EIN, address, contact), banking details, signer identity, mission, leadership, a people-screening security check, financials, custom questions, documents, review, and submission. A human-verification challenge presents the moment the form opens, and the form auto-saves drafts so applicants can return to finish later. Required fields are validated before each step advances.
On submission, more than ten automated checks run: IRS 501(c)(3) status lookup, EIN format validation, OFAC SDN screening, federal debarment (SAM.gov) and HHS OIG exclusion screening, document validation with virus scanning, IRS Form 990 financials, AI-driven web research, applicant IP intelligence, drift detection, entity-graph ring checks, bank account ownership verification (via Stripe Financial Connections), and a composite trust score. First results reach the reviewer queue in seconds; the research-heavy signals land within a couple of minutes.
- IRS 501(c)(3)
- EIN format
- OFAC SDN
- SAM.gov + OIG
- Virus scan
- Form 990
- Web research
- IP intelligence
- Drift
- Entity graph
- Bank ownership
- Trust score
III. Review and decision
Reviewers see a verified profile: trust score, IRS status, OFAC result, document validation, and a risk tier. They can inspect uploaded documents directly in the browser, add internal annotations, and request replacement files from the non-profit — all without leaving the dashboard.
Every decision — approve, reject, or request more information — requires a written reason. That reason is stored in the audit log, visible to the non-profit in their submission status page, and retrievable by your compliance team at any time.
- IRS 501(c)(3)Active · Pub 78 listed
- OFAC screeningClear — no SDN match
- DocumentsValidated · virus-scanned
- Bank ownershipAccount title matches legal name
- Risk tierLow · ACH eligible
What we don't do.
- Your rules stay yours
We don't write your grant program rules. Your eligibility criteria, dollar amounts, and approval workflows are yours to define.
- We never touch the money
We don't disburse funds. Your existing payments stack — ACH, wire, check — handles disbursement. We only provide the compliance layer.
- Inputs, not verdicts
We don't make approval decisions. The trust score and AI recommendation are inputs to your team's judgment, not a substitute for it.
- Tenant data stays isolated
We don't share applicant data across enterprises. Each tenant's data is isolated at the query level.