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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Improvement New Security

📣 New Security Features

We’ve introduced a suite of new security tools to give you total control over who accesses your forms, plus a new way to tidy up your database.

Advanced Security Suite

Layered protection: Cloudflare, ReCAPTCHA, IP Controls, and Rate Limiting.

We have overhauled our security settings to stop bots without blocking real donors.

  • 🤖 Flexible Protection: Choose between Google reCAPTCHA v3 or the privacy-first Cloudflare Turnstile to block bots invisible.

  • 🚦 Rate limiting: Stop spam floods by limiting how many submissions an IP address can make in a set timeframe.

  • 🛑 Total control: Use the new IP Blacklist to block bad actors instantly, or the IP Whitelist to let your team bypass checks during testing.

The Clean Donation Tool

Go from “Testing” to “Live” in seconds.

Finished setting up your site and need to get rid of all those test transactions?

  • 🧹 Sweep it clean: Bulk delete test donations and donor records with a single click.

  • 📉 Accurate reporting: Ensure your revenue stats are 100% accurate for launch day.

  • ⚙️ Reset sequences: Automatically resets sequential invoice numbering.

donation form New

🏗️ Visual Donation Form Builder

Building the perfect donation form just got easier. We have completely reimagined how you create forms with a new drag-and-drop interface.

Design Visually, in Real-Time

No coding, no guessing. Just point, click, and build.

Say goodbye to confusing settings pages. You can now edit your form and see exactly what your donors will see, instantly.

  • 🖱️ Drag & Drop: Easily add fields like names, addresses, or file uploads by dragging them exactly where you want them.

  • 🎨 Customize everything: Click any field to tweak labels, placeholders, and requirement settings on the fly.

  • 👁️ Live preview: See your changes immediately as you make them—ensure your form flows perfectly before you hit publish.

Flexible & Powerful

Works with all your existing campaigns.

  • 🧩 Deep customization: Add custom HTML, shortcodes, or CSS classes for advanced branding.

  • ⚙️ Smart fields: Collect exactly what you need with support for dropdowns, checkboxes, dates, and hidden fields.

Leaderboards New

🏆 Donor Leaderboards!

Turn your fundraising into a community event. Recognize your most generous supporters and inspire friendly competition with our new leaderboard tools.

Gamify Your Fundraising

Celebrate your top donors and encourage others to climb the ranks.

Create a public “Hall of Fame” to give your donors the recognition they deserve.

  • 🎨 Two stunning layouts: Choose the List View for a clean, data-rich table or the Card View for a modern, visual grid with avatars.

  • 🥇 Automatic highlights: The top 3 supporters get special Trophy and Crown icons to make them stand out.

  • 🧩 Place it anywhere: Add it to any page using the new Gutenberg Block, or drop it directly into your campaign using the Visual Builder.

Total Customization

You decide what to show and what to hide.

  • ⚙️ Flexible data: Choose to display or hide donation amounts, donor counts, or avatars.

  • 🔄 Lifetime stats: Works seamlessly with Recurring Donations to show a donor’s all-time total impact.

Improvement New templates

🎨 New Templates & List Builder

Launch faster and design better. We’ve added three professional campaign templates and a versatile new content block to help you tell your story.

3 New Campaign Templates

Ready-to-use designs for specific fundraising needs.

Don’t start from scratch. Pick a template tailored to your cause and launch in minutes.

  • 🎄 Holiday Fundraiser: A warm, festive design perfect for year-end giving, toy drives, or food pantries.

  • 🎓 School Fundraiser: Built for PTAs and sports teams. clearly highlights goals like playground upgrades or classroom tech.

  • Church Fundraiser: A trustworthy layout designed for building funds, mission trips, and tithes.

The New “List” Block

Organize your campaign details without writing code.

Make your campaign pages easier to scan and more visually engaging with our new builder block.

  • 📝 Flexible layouts: Choose from 3 distinct styles to display sponsorship levels, donation perks, or project goals.

  • 🎨 Rich customization: Add colorful headlines, support for emojis, and unlimited list items.

  • 👣 Smart footers: Include a built-in footer for extra context or a final Call to Action.