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Import Donors in Minutes with Charitable Pro’s New CSV Importer

Import Donors in Minutes with the New CSV Importer in Charitable Pro 1.8.8.8

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David Bisset
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We’re excited to announce that Charitable Pro 1.8.8.8, which brings a new feature to give you more control and flexibility in managing your fundraising!

If you want to migrate from another fundraising platform, upgrade from spreadsheets, or simply organize your supporter list for the first time, this update gives you the flexibility to move your donors into Charitable in minutes.

No complicated integrations. No manual re-entry. Just a clean, efficient way to bring your community together under one powerful fundraising platform.

In this update, we’ve focused on one goal: making your transition effortless—so you can spend less time on data management and more time on what truly matters, raising funds for your cause.

Introducing Donor CSV Import

We know that many organizations join Charitable after using other fundraising tools, spreadsheets, or custom donor systems. You’ve already built relationships and a solid base of supporters, and we want to help you carry that history forward.

Our new CSV Importer makes it easier than ever to import donor data from virtually any platform and start managing all your supporters right inside Charitable.

Instead of building unique tools for every donor management system out there, we decided to embrace a universal solution: the CSV (Comma-Separated Values) format. Nearly every platform can export data as a CSV file, making it the perfect bridge to bring your supporters into Charitable.

How to Use the Donor CSV Importer

Getting started with the Donor CSV Importer is simple and takes just a few minutes. Here’s how you can bring your existing supporters into Charitable:

Step 1: Prepare Your CSV File
Export your donor data from your previous system or spreadsheet in .CSV format. You can include as much information as you’d like—names, contact info, addresses, and any custom tags that help you identify donor segments.

Step 2: Access the Import Tool

In your WordPress dashboard, go to Charitable » Tools » Import » CSV.

Charitable import csv

Step 3: Upload and Map Your Fields

Upload your CSV file, then map each column to the corresponding Charitable donor field. This ensures your data lands in exactly the right place for each supporter record.

Step 4: Review and Import

Before finalizing, double-check your mappings and preview a few sample entries. Then hit Import Donors—Charitable will instantly populate your donor profiles.

Step 5: Start Using Your New Donor Data

Once imported, all your supporters will appear right inside your Charitable Donors dashboard. You can tag, segment, and connect with them immediately to start building or expanding your campaigns.

🎥 Want to see it in action? Watch our quick video walkthrough:

Why You’ll Love the New Donor CSV Importer

The new Donor CSV Importer is designed to help you at different stages of your fundraising journey.

  • Universal Flexibility: Move your donors from virtually any platform – whether it’s another plugin, a custom-built system, or even a simple spreadsheet.
  • Create Rich Donor Profiles Instantly: Go beyond the basics by importing a wide variety of information. You can include first and last names, emails, phone numbers, company details, full addresses, and even custom tags to segment your donors from the very beginning.
  • Save Time and Effort: Avoid tedious manual data entry. The CSV importer ensures you can get up and running quickly without losing valuable, pre-existing donor information.
  • A Clean, Organized Start: This importer focuses on “pure donor importing,” meaning it brings in your supporter profiles without donation history. That gives you a clean slate to manage your existing donors or sync new donation data later—perfect for nonprofits consolidating lists or migrating gradually.

This tool is designed for a variety of situations. The most common use case is when you’re migrating from another fundraising platform and want to bring your existing donor database with you.

It’s also perfect if you’re just starting with a formal donor management system for the first time and have your contacts stored in a spreadsheet or email list.

As I mentioned, the tool performs a “pure donor import,” meaning it creates the donor profiles without any associated donation history, giving you a clean slate.

This is ideal if you want to import your donors first and handle their donation records separately, or if you simply need to consolidate a list of supporters to begin your fundraising efforts in Charitable. It’s a great way to get all your people in one place before you launch your first campaign.

Ready to Bring Your Donors Home?

With the new Donor CSV Importer in Charitable Pro 1.8.8.8, bringing your supporters into your fundraising platform has never been easier. Whether you’re migrating from another tool, combining multiple lists, or finally getting all your data in one place, this update is built to save you time and give you greater control over your donor management.

If you’re already using Charitable Pro, you can access the importer right now from your WordPress dashboard under Charitable → Tools → Import → Donor CSV.

Not using Pro yet? There’s never been a better time to upgrade and experience a faster, more flexible fundraising workflow.

👉 Update to Charitable Pro 1.8.8.8 today and start importing your donors with ease!

Not yet a Charitable Pro user? Now’s the perfect time to upgrade—click below to grab 50% off and unlock the full power of Charitable Pro.

Upgrade to Charitable Pro at 50% Off »

Stay Connected With Us

We’re always innovating—adding new features, enhancements, and tools to make your fundraising even more powerful.

We also want to see you succeed. That’s why we regularly share guides, videos, and real-world strategies to help you make the most of Charitable, discover what’s working for other nonprofits, and avoid what isn’t.

For more of these insights and updates, follow us and stay connected:

If you like this guide, stay connected with us for more tips, tutorials, and updates:

Here’s to raising more, growing your impact, and making every campaign count.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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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.
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  • 🛡️ 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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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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:

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Check out our announcement here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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🎟️ 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:

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  • 📋 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.
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Check out our announcement here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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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.
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  • 📝 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.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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