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Square integration announcement

Introducing Built-in Square Integration for Charitable Users

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We’re excited to announce that Square payments are now available to everyone using Charitable – both Lite and Pro users in the latest versions (1.8.7! 🎊

We’ve completely reimagined how Square works with Charitable. Instead of requiring a separate add-on, Square is now built directly into Charitable’s core system. This means smoother performance, better reliability, and one less plugin to manage on your WordPress site.

In our mission to make fundraising accessible to all nonprofits, we’ve made Square available to both Lite and Pro users. Whether you’re just starting out or running large-scale campaigns, you can now offer your donors the convenience of Square payments.

What’s New?

First, Charitable comes with Square built-in, no addons needed. This means you’ll experience smoother performance and better reliability, while having one less plugin to manage on your WordPress site. The integration process has been streamlined to get you up and running in minutes.

We’ve completely redesigned the admin interface to make Square management effortless. All your payment settings are easily accessible from one central location.

Activating Square is now a one-click process, with clear visual indicators showing your connection status.

Charitable Square enable gateway

Testing your setup is simple with our test mode toggle. This lets you set up your Square account, configure settings, and make test payments safely. During this time, your users will be safe from accidentally making transactions before it’s properly set up.

Turn on test mode

The new integration brings a comprehensive suite of payment options to your donation forms. Your donors can contribute using credit cards, debit cards, Apple Pay, Google Pay, and digital wallets. By supporting these diverse payment methods, you’re ensuring that donors can contribute using whatever method is most convenient for them, potentially increasing your donation conversion rates.

  • Built-in Integration: Square is now integrated directly into Charitable’s core – no add-ons needed!
  • Available for Everyone: Both Lite and Pro users can now accept donations through Square
  • Simple Setup: Connect your Square account in just a few clicks
  • Modern Payment Options: Support for Apple Pay and Google Pay included
  • Secure Transactions: Enterprise-level security for all donations

Learn how to connect Charitable to Square »

Simplified Pricing Structure

We’ve made Square available to both Lite and Pro users. Whether you’re just starting out or running large-scale campaigns, you can now offer your donors the convenience of Square payments.

We’ve introduced a transparent pricing structure where Charitable (Lite) / unlicensed users pay a 3% platform fee plus Square’s processing fees, while those with an active activated license from a Charitable plan (basic, plus, pro, elite) users only pay Square’s processing fees.

  • Free / Lite (no activated license):
    • Free to use
    • 3% platform fee per Square transaction
    • Standard Square processing fees
  • With activated Charitable license:
    • License required
    • No platform fee
    • Only Square processing fees apply

Advanced Campaign Integration

The new Square integration works seamlessly with all aspects of your fundraising campaigns. Whether you’re collecting one-time donations or ongoing contributions, the system handles everything automatically. For every campaign you create, you can customize your payment settings and choose which campaigns accept Square payments.

Powerful Webhook Integration

Our new webhook system ensures your donation system stays perfectly synchronized with Square’s platform. When a payment is completed, refunded, or updated, your Charitable installation receives instant notifications and automatically updates donation statuses. This means no more manual checking or delayed updates – everything happens automatically in real-time.

The best part? You can enable this in just a few clicks. There’s no coding involved. Simply copy the URL and add it to your Square dashboard. You’ll also need to subscribe to specific events by just checking a box.

Grab the webhook url in Charitable

Once you’ve done that, you can your Square transactions will automatically be updated in your Charitable dashboard. You can even have refunds issued directly in Square.

Learn how to set up webhooks »

Comprehensive Reporting

Understanding your fundraising performance is crucial. That’s why we’ve made sure our reporting capabilities give you deeper insights into your donations.

Payment reports

Track transaction details, analyze payment methods, and monitor donor contributions all from your dashboard. For accounting purposes, you’ll find customizable PDF receipts and annual statements.

Getting Started is Easy

First, you will need a Square account. Don’t have one? Then it’s easy! Sign up with us. When you create your Square account through Charitable, you’ll get:

  • Processing fees are waived on up to $2,000 in sales for 180 days.
  • $20 off Square Hardware!
Sign up for Square

If you originate from one of the countries below, follow these links to get the special offers:

If you bring in more than $250K a year in donations, then you might qualify for special Square rates.

Once you have your Square account, head to the next step to connect Charitable and Square.

Enabling Square In Charitable

To enable Square, go to Charitable » Payment Settings in your WordPress dashboard. Click on the ‘Enable Gateway’ button and you’ll see a green ‘Gateway Settings’ button appear.

Charitable payment settings page

On the Gateway Settings page, scroll down the payment settings page to the Square section. You’ll see a field labeled Connection Status.

Click the Connect to Square Account button.

Connect to Square payment gateway

This will redirect you to the Square login page. Enter your email address and password, then click on Sign in.

This image has an empty alt attribute; its file name is charitable-square-login-960x602.png

In order to connect Square to Charitable, you need to grant specific permissions to Charitable related to your account. Click on the Allow button to proceed.

You will now be taken back to the Charitable payments settings page. Once the connection settings are configured properly, you’ll see a green checkmark and a ‘Success’ message next to Connection Status.

Square connection status successful

For detailed setup instructions, visit our complete Square setup guide.

Frequently Asked Questions

Do I need any technical knowledge to set this up? 

No. The integration is designed to be user-friendly and can be set up in minutes.

Is this secure? 

Absolutely! We maintain the highest security standards to protect sensitive donor information.

Do I have to setup Square webhooks?

While not mandatory, we recommend setting this up so that you’ll be notified inside Charitable when Square payments are successful, failed, refunded, and more.

Ready to Get Started?

Whether you’re using Charitable Lite or Pro, you can start accepting Square payments today. Visit our Square documentation for step-by-step setup instructions.

Not yet a Charitable customer? Sign up for your account 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.

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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.
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.
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.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 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.
recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

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.
Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn 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.