Charitable Documentation

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

Charitable Gift Aid

Installing Charitable Gift Aid is the same as installing any other Charitable extension. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions.

Getting Started

Once you have installed and activated it, the Gift Aid section is automatically added to the donation form:
Gift Aid Section on a Donation Form
You can customize the text via the WordPress Customizer:

  • Go to Appearance > Customize to open the Customizer.
  • Open up the Charitable panel.
  • Select the Gift Aid section.

If you’re viewing a donation form in the preview window, you’ll see the form update automatically:

Screenshot of Customizer Settings for Gift Aid
In the Donations table in the WordPress dashboard, you’ll see that there is a new Gift Aid column. If Gift Aid has been claimed for a donation, this will say “Claimed”; otherwise it will show a dash:

Screenshot of Donations table with Gift Aid column
Finally, there is a new export option available. From the Donations page, click on Export. A modal window will pop up with a few criteria you can use to filter the donations. For the “Type of Report” setting, you can choose Gift Aid.

Screenshot of Gift Aid Donations export form

The downloaded CSV is designed to provide all the details you need about the donations to add into your the Gift Aid submissions to the HMRC. It includes the following columns:

  • Donation ID
  • Title (Mr, Mrs, etc.)
  • First name
  • Last name
  • House number
  • Postcode
  • Donation date
  • Donation amount
  • Donation status

Still have questions? We’re here to help!

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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.

Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.

Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Left side shows a donation receipt with donation number, date, total, and payment method for a  gift to Anywhere, titled 'One Family Gets Clean Water For A Week.'

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.