Charitable Documentation

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

How to Use Charitable Simple Updates

Simple Updates lets you easily share important information about your campaign’s progress, express gratitude to your supporters, provide transparency about how funds are being utilized, and keep everyone informed about developments related to your cause.

These updates appear directly on your campaign page, ensuring that both existing donors and potential contributors can stay informed about your mission’s impact.

This guide shows you how to use Simple Updates in your Charitable campaigns.

Prerequisites

  • Charitable Pro plugin installed and activated on your WordPress site
  • Simple Updates is included in all Charitable Pro plans. You need to be on the Basic plan or higher.

In This Guide

Step 1: Adding the Simple Updates Block

First, open Charitable in your WordPress dashboard and create a campaign »

Inside the campaign builder, you’ll see a preview of your campaign on the right, along with a menu of blocks on the left.

Choose the Updates block and drag and drop it into your campaign where you would like it to appear.

add campaign updates

Hit the Save button at the top right corner of the screen.

Step 2: Adding Your Message

From the menu on the left, open the Settings tab. You’ll see a list of sub-tabs, including General Settings, Donation Options, and Geolocation.

Open the Simple Updates tab. Here, there’s a text box where you can enter your message.

enter update messages

Simple Updates provides a rich text editor that allows you to format your messages with:

  • Bold text for emphasis
  • Italic text for stylistic emphasis
  • Underlined text for highlighting
  • Bullet points for organizing information
  • URL links to direct supporters to relevant resources or additional information

This formatting flexibility ensures your updates are visually appealing and easy to read, helping you communicate effectively with your donors and supporters.

When you’re done, hit the Save button at the top.

Now visit your live campaign and you’ll see the update appear there.

Display updates with a shortcode

You can also add the Updates to any content area using the [campaign_updates] shortcode. In this example, we have added a shortcode block to the campaign:

Shortcode block in campaign

When you click on the block, the Layout Options tab will open for the shortcode block. You can add a headline, the shortcode, and any CSS Class if you’d like.

Simple updates shortcode


You can also add a campaign ID to the shortcode as a parameter, which allows you to display a specific campaign’s updates. This is useful when displaying the updates on a separate page or post. For example:

You can also add campaign specific IDs to your simple updates if you’re adding it anywhere else on your site:

[campaign_updates campaign_id=16]

You can find the ID of your campaign by looking at the URL of the page where you edit it.

https://demosite.com/wp-admin/?page=charitable-campaign-builder&campaign_id=16.

The campaign ID is also available in the Charitable » Campaigns tab. Hover your cursor over the campaign name and the ID will appear.

campaign ID

Integrate it with a PHP function

If you’re comfortable writing a little PHP, you can integrate updates with a simple PHP function.

$campaign_id = 11;

charitable_simple_updates_template_campaign_updates( 11 );

This function will display the updates — you do not need to use echo or print to render them.

FAQs on Simple Updates

Do I need to install any additional plugins to accept donations? 

No! Charitable’s Simple Updates work right out of the box. No additional plugins required.

Can I add updates to the campaign after it’s published? 

Yes! You can edit campaign updates at any time. Changes are saved when you click the Save button.

I made changes to the settings, but they’re not showing up. What should I do? 

Always click “Save Changes” after making any modifications. If changes still don’t appear, try clearing your website cache if you’re using a caching plugin.

Can I customize the appearance of my donation forms? 

Yes. You can customize colors, form templates (standard or minimal), and field display options. For more advanced customization, check the documentation for custom CSS and code snippets.

What’s the difference between Charitable Lite and Pro? 

Charitable Lite is free but includes a 3% transaction fee. Pro plans eliminate this fee and include advanced features like recurring donations, donor management, peer-to-peer fundraising, and more payment gateways.

See Charitable Lite vs Pro »

Where can I get support if I have issues?

  • Free users: Use the WordPress.org support forums
  • Pro users: Contact support directly for priority assistance
  • Documentation: Check the comprehensive documentation library
  • Community: Join the newsletter and follow social channels for tips and updates

Are there video tutorials available? 

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

Are in need of support? Have a question? If you are a lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums and our team will respond in a timely fashion. If you have an active license, feel free to reach out us directly for priority support.

Still have questions? We’re here to help!

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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

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.