Charitable Documentation

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

Account Shortcodes

Table of Contents

Login Form

To set it up, add the following shortcode to a new page:

[charitable_login]

You can optionally set the message that will be displayed to users when they are already logged in with the logged_in_message parameter:

[charitable_login logged_in_message="You are already logged in!"]

You can also customize the text used for the link to the registration page with the registration_link_text parameter:

[charitable_login registration_link_text="Register"]

To remove the link to the registration page altogether, set registration_link_text to 0:

[charitable_login registration_link_text=0]

It is also possible to change the default page that people are redirected to after logging in:

[charitable_login redirect=http://yoursite.com]

After creating this page, go to Charitable Settings and scroll down to find the “Login Page” setting. From the dropdown list, select the page you just created.

Logout Link

You can add a logout link with a shortcode:

[charitable_logout]

The shortcode accepts two optional parameters: redirect sets the URL that users will be redirected to after logging out. text sets the logout text.

[charitable_logout redirect=https://mysite.com text="My special logout text"]

Registration Form

To set it up, add the following shortcode to a new page:

[charitable_registration]

You can optionally set the message that will be displayed to users when they are already logged in with the logged_in_message parameter:

[charitable_registration logged_in_message="You are already logged in!"]

You can also customize the text used for the link to the login page with the login_link_text parameter:

[charitable_registration login_link_text="Signed up already? Login instead."]

To remove the link to the login page altogether, set login_link_text to 0:

[charitable_registration login_link_text=0]

By default, the user is redirected to the Profile page after registration or, if the Profile page has not been set up (see below), to the homepage. You can provide a default page for users to be redirected to with the redirect parameter:

[charitable_registration redirect="http://www.yoursite.com/custom-redirect-page"]

After creating this page, go to Charitable Settings and scroll down to find the “Registration Page” setting. From the dropdown list, select the page you just created.

Profile Form

This is a simple way to include a profile form for your donors to manage their details.

To set it up, add the following shortcode to a new page:

[charitable_profile]

There are no extra parameters.

After creating this page, go to Charitable Settings and scroll down to find the “Profile Page” setting. From the dropdown list, select the page you just created.

Donations Table

You can let donors see a history of their donations with this shortcode:

[charitable_my_donations]

Note that this currently only works for logged in users, so your donors will have to register and/or login before accessing this.

Still have questions? We’re here to help!

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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.

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.

Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.


Ready to make the switch?

Check out our GiveWP Migration Guide

Learn more about our Import Tools

Improvement Payments

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.