DATA-RICH DONOR PROFILES

Keep Track of Every Supporter with Individual Donor Profiles

Build stronger relationships and stay organized with detailed profiles for each donor. Track giving history, add offline donations, and keep all supporter information in one place.

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Donor Dashboard

Everything You Need to Know Your Donors and Nurture Relationships

Get powerful donor management features that help you track supporters, understand giving patterns, and build lasting connections with your community.

Every donor gets a profile created automatically when they make their first donation.

Charitable detects new donations and dds them to the donor’s profile so everything stays updated and in sync.

Add profiles for offline donors who give through checks, cash, or other non-digital methods.

View every gift a donor has made with dates, amounts, and campaign details.

Add custom fields to capture specific information that matters most to your organization.

Store email addresses, phone numbers, and mailing addresses all in one secure place.

See total giving amounts and identify your most generous supporters at a glance.

Quickly find any donor using search tools and filters to sort by various criteria.

Download donor information and reports to use in other tools or for mailings.

Keep donor information safe with industry-standard security measures and data protection.

Monitor ongoing monthly or annual commitments from your recurring donors in one view.

Give donors their own profile page where they can view their history and update information.


See The Donor Profiles In Action

Why You’ll ❤️ The Donor Dashboard From Charitable

There’s a reason Charitable has 1+ million downloads and is trusted by non-profits around the world. It’s the only all-in-one donation solution at an incredibly affordable rate – saving you time while keeping supporters happy and engaged. Here’s why you’ll love how effortless the donor dashboard is with Charitable:

Donor database in Charitable

Complete Donor Tracking

Build Deeper Connections with Every Supporter

Automatic Profile Creation

Every donor gets a profile created automatically when they make their first donation.

Complete Donor History

View every gift a donor has made with dates, amounts, and campaign details.

Personalized Communication

Know a donor’s giving patterns and interests to reach out with the right message.

Unified Donor Database

Track All Donations with Ease

Manual Profile Creation

Add profiles for offline donors who give through checks, cash, or other non-digital methods.

Offline Donation Tracking

Record contributions from events, mail-in gifts, and other offline sources in one place.

All-in-One Donation Management

See all your fundraising efforts together with no more scattered spreadsheets or missing data.

Donor profile feature add manually
Google Analytics dashboard

Deep Donor Data

Identify and Engage Your Most Valuable Supporters

Understand Donors Better

See total giving amounts, donation frequency, comments, and campaign preferences at a glance.

Supporter Insights

View donation frequency and campaign preferences to understand what matters to each donor.

Strategize Future Campaigns

Recognize your biggest supporters to create targeted campaigns and plan major gift appeals.

Tags & Custom Fields

Save Time with Smart Organization Tools

Quick Search Tools

Find any donor instantly using search tools and filters to sort by various criteria.

Custom Fields Available

Add custom fields, tags, and notes to capture specific information that matters most to your organization.

Easy Data Export

Download donor information and reports to use in other tools or for mailings.

Search filter export donations
secure mollie payments

Reports & Tracking

Respect Donor Privacy and Build Trust

Secure Data Storage

Keep donor information safe with industry-standard security measures and data protection.

Privacy Protection

Maintain full control over who can access sensitive donor information in your database.

Trusted Platform

Build confidence with supporters who want to know their information is safe when they give.

Here’s What Our Customers Have To Say

Charitable Donor Profiles –
Frequently Asked Questions

Do you have a question about donor profiles in Charitable? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

Explore More Features

Peer to Peer Donations

Donation Management

Manage donations and donor records with ease.

Autogenerated donation records

Manual donation entry

Donor profiles

Donor Management

DonorTrust

Build confidence in your school community with a real-time donation feed

Showcase recent donations in neat notifications

Build community trust and nudge hestitant donors

Automatically updates in real-time

Recurring Donations

Convert one-time donors into loyal, long-term supporters.

Enable automated recurring payments with ease

Provide donor accounts for seamless contribution management

Offer flexible donation frequencies to suit individual preferences

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What's New In Charitable

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ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

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.

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.

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!

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!