Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Setting Up PayPal

PayPal is available out of the box as a payment gateway option. You can enable it via your WordPress dashboard:

  1. Go to Charitable > Settings > Payment Gateways.
  2. In the PayPal box, click on Enable Gateway.

Next, you will need to configure some settings by clicking on Gateway Settings.

Settings

General Settings

Gateway Label

The label that will be displayed in the WordPress dashboard for donations made through PayPal. This label will also be shown in the donation form to donors when you have multiple payment gateways enabled.

PayPal Email Address

This is the email address of the PayPal account that should receive all donations.

To avoid problems with having donations remain stuck as pending, ensure that this account is fully set up and approved by PayPal, and also that it is in the same currency as you have set in your Charitable settings.

Sandbox PayPal Email Address

If you would like to test out the donation process without making real transactions, you can use PayPal’s sandbox environment. This is automatically used when you have Charitable’s Test Mode setting enabled (on the Payment Gateways settings page).

If you are not sure how to create a sandbox account, read this guide about how to set up a PayPal sandbox account.

PayPal Transaction Type

PayPal offers discounted fees to registered non-profit organisations. If you have registered as a non-profit organisation, you can select “Donations” for the transaction type; otherwise select “Standard Transaction”.

Click here for more information about registering as a non-profit with PayPal.

Disable IPN Verification

If you are having problems with donations not getting marked as Paid, disabling IPN verification can sometimes fix the issue. However, it is important to be aware that this is a less secure method for verifying donations.

Find out more about how to diagnose problems with donations not getting marked as Paid: PayPal IPN Troubleshooting.

API Settings

As of Charitable 1.6, you are able to automatically refund donations in PayPal via your Charitable donation management page. This feature requires API keys.

If you use our Recurring Donations extension, API keys are also required for automatically cancelling subscriptions.

Live API Username, Password and Signature

You can find your live API details at https://www.paypal.com/businessprofile/mytools/apiaccess/firstparty/signature. You will need to log in to your PayPal account before being able to access this page.

For each setting, click on Show to reveal the setting value.

Sandbox API Username, Password and Signature

To find your sandbox API details, go to https://developer.paypal.com and click on Log into Dashboard. On the following screen, log in with your regular PayPal account details.

Next, click on Account under the Sandbox menu in the sidebar.

On the following page you will see your list of sandbox accounts. Find the Seller account (the one you are using for the Sandbox PayPal Address setting), click on Profile and then click on the API keys tab.

Looking to set up PayPal Commerce. Head to our guide on Getting Started with PayPal Commerce »

Still have questions? We’re here to help!

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New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.