Charitable Documentation

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

How to Install the Charitable Plugin

We’ve designed Charitable to be easy to set up and use so that anyone can raise funds online without any technical knowledge. This guide provides step-by-step instructions for installing and activating the plugin on your WordPress website.

Prerequisites

  • A self-hosted WordPress website (version 5.0 or higher)
  • Administrative access to your WordPress dashboard
  • PHP 7.4 or higher
  • MySQL 8.0 or higher

Charitable is available in two versions: Charitable Pro (Premium) and Charitable Lite (Free). Both versions allow you to create donation campaigns and accept payments on your WordPress website, with Premium offering additional features and enhanced functionality.

Installing Charitable Pro

Here’s how to install the premium version of Charitable on your WordPress site.

Step 1: Choose Your Charitable Plan

To get the pro version, first, head over to the Charitable Plans page. It details all the features available in the plugin, along with the different pricing tiers available. You can review the options and see which best fits your organization’s needs.

There are four plans you can choose from:

  1. Basic: Gives you the essential tools to raise funds and manage donations with ease.
  2. Plus: Designed for growing non-profits who want to expand their fundraising with recurring donations, fee relief, and annual receipts.
  3. Pro: For more powerful integrations, automation, peer-to-peer fundraising, ambassadors, fundraising teams, and more.
  4. Elite: Designed for agencies and non-profits with multiple websites.
Charitable plan features

Once you’ve found the right plan, click the Get Started button to proceed to checkout. Complete your purchase, and Charitable will create a new account for you.

Step 2: Download the Plugin File

Now, you’ll be logged into your Charitable account. In the Downloads tab, you’ll see a plugin file and a license key.

Download Charitable Pro

Download this file to your computer and copy the license key by clicking on the clipboard icon next to it.

We’ve added a link to the documentation on this page as well, so you can easily access these step-by-step instructions any time you need.

Step 3: Install and Activate the Plugin

In your WordPress admin panel, go to Plugins » Add New » Upload Plugin. Here, select the plugin file and upload it to your WordPress site. Then install and activate the plugin.

Upload new wordpress plugin

Once done, for new installations, the setup wizard will appear, which will take you through all the essential steps on getting started.

Charitable wizard

We’ve designed the wizard to be simple and self-explanatory. No matter your level of expertise, you’ll be able to configure important settings such as your payment gateway and launch your first fundraising campaign.

Step 4: Activate Your License Key

The last step in setting up is activating your Charitable license. In your WordPress menu, open the Charitable » Settings page.

Verify charitable license key

You’ll see a field where you can paste your license key and verify it. Once done, your plan details will appear here.

That’s it. You’re ready to build and launch fundraising campaigns to collect donations online.

Need help with setting up other features of Charitable? Find all the guides you need here: Charitable Documentation »

Installing Charitable Lite

Charitable offers a free version with all the essential features you need to raise funds online. This includes unlimited donation campaigns, donation records, and built-in Stripe integration.

To get started with Charitable Lite, go to Plugins » Add New in your WordPress dashboard. In the search bar here, type in ‘Charitable’. Once you find the plugin, install and activate it.

Install Charitable WordPress plugin

That’s it. You’re all set to use Charitable Lite. No license key required.

Here too, for new installations, Charitable’s setup wizard will launch. We recommend using this wizard to quickly configure essential settings and payment gateway options.

Charitable wizard

Now you’re all set to raise funds online and manage your donations with ease. For more on how to set up your first campaign with Charitable, refer to our comprehensive documentation here: Get Started with Charitable »

Still have questions? We’re here to help!

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Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.