Hi Anne,
We've been partners with Chariot for 18 months and I have a variety of feelings. The donor experience seems to be decent but I find the Chariot dashboard challenging to get the reports we need (or the information we need without pulling multiple reports). We also struggle with a lack of information from major partners (Schwab, Fidelity, etc) so we have to download those files, dedupe them and then enter. FundraiseUp *might* be developing something for DAFs so I'm hoping to see what they could offer.
Happy to chat more offline.
Elizabeth
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Elizabeth Tavares
Director, Donor Revenue Management & Records
UNICEF USA
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