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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GiveWP Migrations New

White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.

automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.

automation Improvement

🔌 Charitable Meets Zapier: Connect to 7,000+ Apps and Automate Your Fundraising

Tired of manually copying donation data into accounting sheets or tracking down new donor signups? Put your administrative tasks on autopilot. Charitable is now officially on Zapier, giving you a powerful, no-code way to plug your fundraising directly into the rest of your favorite tools.

Every donation, donor signup, and campaign milestone can now trigger an automated workflow seamlessly.

What’s New:

♾️ Connect to 7,000+ Apps: Bridge your Charitable campaigns with everyday software like Google Sheets, QuickBooks, Slack, Mailchimp, HubSpot, Notion, Airtable, and thousands more.

⚡ 12 Powerful Triggers: Build deep workflows using smart automation triggers covering the entire donation lifecycle—including New Donation, New Donor, Subscription Cancelled, and Campaign Goal Reached.

📋 Pre-Built Action Templates: Get started in three minutes or less with our pre-made template combinations, like automatically logging new donations straight into a Google Sheet or firing custom donor welcome emails through Gmail.

🚫 Zero Code Needed: No complex webhooks or custom PHP scripts required. Just pick your trigger, choose your app, map your fields, and let Zapier handle the heavy lifting.

Ready to save hours of admin time? Grab Charitable Pro with the Automation Connect addon today and launch your first Zap!

Improvement Payments

🚀 Introducing PayPal Commerce: One Connection, Six Ways to Donate

Donors expect modern, flexible payment options when they support a cause. If they don’t see their preferred method on your donation form, they often disappear without a word. With PayPal Commerce, we are bringing a completely modernized checkout experience right to your campaigns.

Enjoy a single integration that upgrades your forms, makes giving seamless, and helps you capture every single donation.

What’s New:

🔌 One-Click Connection: Skip messy API keys and developer docs. Simply click “Connect with PayPal,” sign in to your business account, and your modern form is live in under five minutes.

💳 Six Ways to Give: Give your supporters instant access to PayPal balance, Venmo (US), Pay Later financing, major credit/debit cards, Apple Pay (Safari), and Google Pay (Chrome) all from the exact same form.

🔄 Flexible Recurring Giving: Fully supports monthly giving. Choose between the PayPal Subscriptions API (handled automatically on PayPal’s end) or Vault + Cron (handled securely right on your site).

💬 Friendly Error Recovery: No more confusing browser alerts. If a payment is declined, donors see plain-language, inline messages that guide them on how to fix the issue and complete their gift.

Ready for PayPal, modernized? Update to Charitable Pro 1.8.15+ (or Charitable Lite 1.8.11+) and connect your account today!

Campaigns New

⏳ Campaign Countdown: Drive Urgency and Lift Donations

Urgency is one of the most powerful tools in fundraising! Meet Campaign Countdown—a live, real-time timer built to turn procrastination into immediate generosity.

campaign_countdown_animation

What’s New:

⏱️ Live, Real-Time Urgency: Beautifully track days, hours, minutes, and seconds down to your campaign’s deadline w/ live-updating visual countdowns.

🎨 Tailored to Your Look: Choose between Boxed bordered tiles or a clean, single-line Inline display. Match your theme instantly with font and deep color controls.

🛠️ Place it Anywhere: Drop the countdown anywhere you like using the Campaign Builder field, a dedicated Gutenberg block, or a simple shortcode.

🚨 Smart Expiry Actions: Total control over the end state—choose to automatically replace the timer with a custom message, freeze it at zero, and more.