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Introducing Charitable Donor Dashboard

Introducing the New Donor Dashboard: A Personalized Space for Your Supporters

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David Bisset
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We’re excited to introduce a brand new Donor Dashboard designed to transform how your supporters interact with your organization. Built from the ground up in Charitable Pro, this powerful self-service portal gives your donors complete control over their giving journey.

We’ve created a secure, personalized space where donors can manage their information, view their impact, and access important documents. Whether you’re running a small nonprofit or a large charitable organization, the Donor Dashboard adapts to your needs while maintaining simplicity and ease of use.

The new Donor Dashboard is available in all Charitable Pro plans. Learn more about Charitable Pro here »

What’s New?

We’ve been working hard to create a better experience for your donors. The new Donor Dashboard gives them a dedicated space to manage their giving journey and stay connected with your cause.

Every time a donor logs in, they’ll have access to their personalized dashboard that shows their impact, donation history, and profile information like this:

Donor dashboard overview

Here are a few highlights of the new Donor Dashboard:

  • 📊 Impact Overview: Donors can see their lifetime contributions, average donations, and number of supported campaigns at a glance.
  • 🧾 Self-Service Records: Download donation receipts, access annual reports, and view complete giving history anytime.
  • 👤 Profile Management: Update contact information, manage multiple addresses, and customize communication preferences easily.
  • 💳 Donation Control: View all donations, manage recurring contributions, and track campaign support in one place.
  • 🔐 Secure Access: Private, password-protected portal for each donor to manage their giving journey.
  • 📱 Mobile-Friendly: Access the dashboard from any device with a responsive, user-friendly design.

All these features work together to create an engaging donor experience while reducing administrative work for your team.

A Better Experience for Your Donors

The new dashboard includes five powerful tabs designed to give donors complete control over their giving journey:

Edit profile in donor dashboard

Profile Donors: can easily update their contact info, addresses, and communication preferences in one place.

Donations: Complete donation history with downloadable receipts and recurring donation management.

Campaigns: Track supported campaigns and monitor fundraising progress.

Comments: View comments they’ve made on campaigns along with the comment status.

Powerful Controls for Administrators

As an administrator, you get complete control over the dashboard experience. You can enable the dashboard with just a single click:

Enable donor dashboard


Then you can customize fields, enable features, and choose what information appears – all without touching any code. You can simply turn fields on and off by clicking the toggle button.

Edit options in the donor dashboard

How to Get Started

The Donor Dashboard is available now in all Charitable Pro plans. Here’s how to activate it:

Follow the step by step instructions here: How to Use the Donor Dashboard »

Who Needs the Donor Dashboard?

The Donor Dashboard is perfect for:

  • Nonprofits looking to provide a better donor experience
  • Organizations that want to reduce administrative work
  • Charities seeking to increase donor retention
  • Fundraisers who want to give donors more control over their giving
  • Any organization using Charitable Pro for fundraising

How To Get Started

The Donor Dashboard is included with Charitable Pro. Here’s how to get started:

For Existing Charitable Pro Customers:

  • Download the latest version from your account’s Downloads page
  • Update your plugin in WordPress
  • Visit Charitable » Settings » Donors » Donor Dashboard to configure your settings

For New Customers:

  • Visit our plans page to choose the right Charitable Pro package
  • Install and activate the plugin
  • Enter your license key to unlock all features
  • Configure your Donor Dashboard settings
Get Started With Charitable »

Need help getting started? Check out our complete guide to setting up the Donor Dashboard »

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

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⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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