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Donor Management

Recurring Donations

Peer-to-Peer Fundraising

Integrations

Extensions

Charitable Razorpay

Charitable Razorpay lets your nonprofit accept donations through Razorpay, the leading Indian payment gateway, with built-in support for UPI and campaign QR codes. It is purpose-built for organizations serving Indian donors while still supporting international currencies for global campaigns.

Available as a free addon. Requires Charitable Pro 1.8.13.5 or later. The 1.0.0-beta-1 release is currently in beta exclusively to those who have the Charitable Pro (plugin) and the Pro plan, and your feedback during this period helps shape the general release.

Key Features

  • Accept Razorpay donations in live and test modes from a single settings panel
  • Offer UPI as a first-class payment method on the donation form for INR campaigns
  • Generate per-campaign QR codes that donors scan to give from any UPI app
  • Process recurring donations through the Charitable Recurring addon
  • Handle refunds directly from the Charitable donation record
  • Verify payments through Razorpay webhooks with HMAC signature checking
  • Brand the Razorpay popup with your own image and theme color
  • Support eight currencies: INR, USD, EUR, GBP, SGD, AED, CAD, AUD

Why Use Charitable Razorpay?

Razorpay is the dominant gateway for charities and donors in India, and UPI now drives the majority of digital donations there. With Charitable Razorpay, you can capture UPI gifts, scan-to-give QR donations, and credit and debit card payments without bolting on a third-party plugin or sending donors to an external checkout. Webhook-driven status updates mean your dashboard reflects the truth at Razorpay, even when a donor closes the browser before the redirect.

Requirements

  • Charitable Pro 1.8.13.5 or later
  • WordPress 6.2 or later
  • PHP 7.4 or later
  • A Razorpay merchant account (live and/or test mode)
  • For recurring donations: the Charitable Recurring addon

Getting Started

Activation

Upload and activate the Charitable Razorpay plugin from Plugins » Add New.

Go to Charitable » Settings » Payment Gateways.

Click Enable Gateway next to Razorpay. We recommend turning on test mode while you set this up. This will ensure that live transactions don’t go through while you aren’t ready for them.

Charitable enable payment gateway

When you activate the gateway, you’ll see a new Gateway Settings button. This takes you to the settings page where you can enter your API credentials. You can either use your live keys or test keys.

Test keys in Razorpay

Configuration

  1. In your Razorpay dashboard, generate API keys for live mode (and test mode if you want to test first).
  2. Paste the Live Key ID and Live Secret Key into the Razorpay settings tab in Charitable.
  3. In Razorpay, create a webhook pointing to the URL shown in the Webhook Secret help text on the same settings tab. Copy the webhook secret back into Charitable.
  4. Save settings. Submit a small test donation in test mode to confirm the round trip is healthy.

How donors see Razorpay on the donation form

On your campaign page, when a donor clicks to donate, they should now see Razorpay as an option in your donation form.

Razorpay on donation form

They can either add in their UPI ID on this form whcih will then be prefilled in the Razorpay payment form.

When a donor clicks the Donate button, Charitable opens the Razorpay popup with the donation amount, donor name and email pre-filled, and your branded image and theme color.

Cards, netbanking, wallet, Pay Later, and UPI options appear in the popup based on what is enabled in your Razorpay merchant account.

Razorpay gateway sample

QR codes on campaign pages

If you enable QR Code Generation, every published campaign gets a scannable QR code rendered on the campaign page (and a smaller version in the campaign sidebar layout). The QR encodes a UPI deep link to your merchant ID, with the campaign goal amount pre-filled when QR Code Amount Pre-fill is enabled. Donors can scan with any UPI app to send a gift directly to your account.

You can enable this in the same Charitable » Settings » Payment Gateways » Gateway Settings page for Razorpay.

QR-code-in-razorpay

That’s it! You’re all set to accept donations with Razorpay.

Viewing Razorpay Transactions in Charitable

Once donations come in through the Razorpay gateway, you can view them under Charitable » Donations. Here, you’ll see a list of donations along with the amount donated, campaign, date, and payment status. In the Amount Donated column, you’ll see the payment gateway used.

Razorpay donation records

You can choose to view or edit any record here. Inside, you’ll also see details of the Razorpay payment record

Razorpay donation record view

Below, we’ll discuss more configuraiton options available to you when you enable Razorpay.

Configuration Options Available for Razorpay

The Razorpay settings live at Charitable » Settings » Payment Gateways » Razorpay.

API & Webhook Credentials

SettingTypeDefaultDescription
Live Key IDtext—Your Razorpay live merchant key ID.
Live Secret Keypassword—Your Razorpay live merchant secret key.
Test Key IDtext—Your Razorpay test merchant key ID.
Test Secret Keypassword—Your Razorpay test merchant secret key. Used when Charitable test mode is on.
Webhook Secretpassword—The shared secret you create in the Razorpay webhook configuration. Without it, payment confirmations and subscription updates are silently rejected.

Donor Experience

SettingTypeDefaultDescription
Popup Imageimage—Image displayed at the top of the Razorpay popup. 80x80px recommended.
Popup Theme Colorcolor picker#2bc253Accent color used inside the Razorpay popup interface.
Phone FieldradioEnabledShow a phone number field on the donation form.
Phone Country Codeselect+1Default country code prepended to the phone field. Includes +1, +91, +44, +61, +65, +971, +33, +49, +81, +86.
Collect Billing DetailsradioDisabledCollect donor billing address information alongside payment.

UPI & QR Codes

SettingTypeDefaultDescription
Enable UPI IntegrationradioEnabledAdds the UPI payment method to the donation form for INR campaigns.
Enable QR Code GenerationradioEnabledRenders a scannable QR code on each campaign’s public page.
QR Code Amount Pre-fillradioEnabledIncludes the campaign’s goal amount in the QR code so the donor’s UPI app opens with that value.
UPI Merchant IDtext—Your registered UPI merchant ID (VPA). Required for QR code generation.

Customization

Template Overrides

The two front-end templates can be overridden by copying them into your theme:

  • templates/donation-form/upi-fields.php → your-theme/charitable/donation-form/upi-fields.php
  • templates/qr-code/qr-code-display.php → your-theme/charitable/qr-code/qr-code-display.php

Currency Handling

Razorpay supports INR, USD, EUR, GBP, SGD, AED, CAD, AUD. If your Charitable currency is set to anything outside that list, the integration falls back to INR. UPI and QR-code features are restricted to INR campaigns by Razorpay policy.

Troubleshooting Guide for Razorpay + Charitable

The Razorpay tab is missing from Payment Gateways

Confirm the addon is activated under Plugins. If it is, deactivate and reactivate it. The tab is registered on the Charitable bootstrap, so a fresh activation forces it to appear.

Donations complete in the popup but stay “Pending” in Charitable

The webhook is not reaching your site, or the webhook secret is missing. Check that the webhook URL in your Razorpay dashboard matches the one shown in the Razorpay settings help text, and that the Webhook Secret field is filled in. Make a 1 INR test donation and watch the Charitable → Tools → Logs tab to confirm the webhook arrived.

UPI fields don’t appear on the donation form

UPI is restricted to INR campaigns. Check that Charitable → Settings → General → Currency is set to Indian Rupee, and that Enable UPI Integration is on.

QR code is missing from the campaign page

Check that Enable QR Code Generation is on, that UPI Merchant ID has a valid VPA, and that the campaign currency is INR.

Refunds don’t sync back to Razorpay

Refunds initiated inside Charitable are sent to Razorpay through the API. Refunds issued in the Razorpay dashboard come back through the webhook. If a dashboard-initiated refund is not reflected, the webhook is the issue (see the second troubleshooting entry above).

Developer Resources

Hooks & Filters

  • charitable_razorpay_start (action) — Fires once after the Razorpay addon has finished loading. Useful for hooking in additional integrations.
  • charitable_razorpay_languages_directory (filter) — Filters the directory used to load translation files.
  • charitable_payment_gateway_supports (filter) — Charitable core filter; the addon hooks into this to declare recurring-donation support.

AJAX Endpoints

The addon registers several internal AJAX actions for the donation flow. They are not public API and are documented here for transparency:

  • charitable_razorpay_create_order — Creates a Razorpay order before payment.
  • charitable_razorpay_verify_payment — Verifies the signature returned by the popup.
  • charitable_razorpay_process_upi — Processes a direct UPI submission from the form.
  • charitable_razorpay_generate_qr — Generates a campaign QR code on demand.
  • charitable_razorpay_download_qr — Returns a downloadable PNG of the campaign QR code.

Webhook URL

The webhook URL Charitable expects Razorpay to call is shown inline in the Webhook Secret help text. It uses Charitable’s standard listener pattern: https://your-site.com/?charitable_listener=razorpay.

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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!

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