Charitable Documentation

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

Setting Up Payment Gateways

Getting your payment gateways set up is one of the most important steps in launching your fundraising campaign with Charitable.

In this guide, we’ll walk you through the steps to enable, connect, and configure your payment gateways in Charitable, so you’re ready to start accepting donations right away.

Payment Gateways in Charitable

Charitable supports a wide range of popular gateways so you can offer donors the options they trust and prefer. 

Charitable provides four payment gateways out of the box:

In addition, you can purchase gateway extensions for the following payment gateways:

If you’d like a video walkthrough, watch our tutorial below that covers step-by-step details from setting up a campaign to accepting payments.

Below, we’ll show you how to enable and disable gateways as well as set up specific gateways for your site.

How to Enable Payment Gateways

You can enable or disable your payment gateway with just a click. Go to Charitable » Settings and open the Payment Gateways tab.

Charitable payment gateway settings

To enable a gateway, click on the Enable Gateway button in its block.

Once a gateway is activated, this button is replaced by a Disable Gateway button that can be clicked to turn off the payment gateway.

Configuring gateway settings

When you enable a gateway, a green Gateway Settings button will appear for that gateway. Click on this button to enter the settings for that specific gateway.

On the next page, you may either need to sign into your payment gateway account or add API keys to get connected.

Access gateway-specific documentation for details about setting up your chosen gateway(s). Choose your gateway from the list below:

Using Offline Donations

With Charitable, you can easily accept and manage offline donations, like checks, cash, or bank transfers, right alongside your online gifts.

Enable Offline Donations in your payment gateway settings.

Enable offline donations

Use the Gateway Settings button to go to the next page, where you can clearly explain how donors can give by check or bank transfer directly on the donation form.

You can add custom instructions (e.g., who to make checks payable to, where to send them, or bank details for wire transfers).

Add instructions for offline donations

Once you receive an offline donation, add it manually in your Charitable dashboard so it’s counted toward your goals and included in your reports.

When you record an offline donation, Charitable can send a personalized email receipt (just like with online donations), making every supporter feel appreciated.

All your donations—online and offline—will appear in your reports, so you always have a complete view of your fundraising progress.

Learn how to set up Offline Donations here »

Using Easy Digital Downloads gateways

With our EDD Connect extension, all donations are made through the EDD checkout. You can manage your payment gateways through the EDD Settings; Charitable’s gateways will not be used.

Find out more: EDD Connect Documentation

Get More Information

Here are some of the more popular “how to” guides and help articles for you:

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FAQs on Payment Gateways in Charitable

Which payment gateways does Charitable support?

Charitable includes Stripe, Square, PayPal, and Offline Donations by default. For additional options, we offer premium extensions for Authorize.Net, Braintree, Mollie, GoCardless, Windcave, Payfast, Payrexx, Paystack, and PayUMoney to match your donors’ preferred payment methods.

What’s the difference between Charitable Lite and Pro?

Charitable offers a Lite version, which is free to use. You’ll only incur a 3% fee on your transactions from our end. We also offer a Charitable Pro plugin that comes with advanced features such as recurring donations, donor management, donor portal, and much more. With Pro, there are no Charitable fees on transactions. See the difference between Charitable Lite vs Pro »

How do I upgrade to Charitable Pro?

Follow our guide here: How to Upgrade to Charitable Pro.

How do I enable or disable a payment gateway?

Navigate to the Charitable » Settings » Payment Gateways tab. Click “Enable Gateway” to activate a payment method or “Disable Gateway” to turn it off. We recommend enabling multiple gateways to give donors more payment options and reduce cart abandonment.

What’s involved in configuring my payment gateway settings?

After enabling a gateway, click the green “Gateway Settings” button to connect your account. You’ll typically need to authenticate with your payment provider or enter API keys. Test your setup with a small donation before launching your campaign to ensure everything works smoothly.

How do offline donations work with Charitable?

Enable Offline Donations to accept checks, cash, or bank transfers. Add clear instructions on your donation form explaining payment methods, mailing addresses, and bank details. When you receive offline gifts, manually record them in your dashboard to maintain accurate fundraising totals and send proper receipts.

Will my fundraising reports include both online and offline donations?

Yes, all donations—regardless of payment method—appear in your reports and count toward campaign goals. This gives you a complete picture of your fundraising progress and helps with donor stewardship and tax reporting.

What if I’m already using Easy Digital Downloads for payments?

Our EDD Connect extension integrates seamlessly with your existing EDD setup. All donations process through EDD’s checkout system using your current payment gateways, while Charitable handles the fundraising campaign management and donor tracking.

Where can I get help setting up specific payment gateways?

In this guide, we’ve provided detailed setup guides for each supported gateway, including screenshots and troubleshooting tips. These step-by-step tutorials cover common issues like API key configuration, webhook setup, and testing procedures to get you accepting donations quickly.

What should I do if donors are having trouble completing their donations?

First, test your donation process yourself to identify any issues. Common problems include outdated API keys, incorrect webhook URLs, or gateway-specific settings. Check our troubleshooting guides for your specific payment gateway, and consider enabling multiple payment options to give donors alternatives.

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Have more questions? If you are a Lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums. If you have an active license, feel free to reach out to us directly for priority support.

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.