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Craft Beautiful Annual Receipts for Your Donors: Plugin News (March)

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March has been another busy month for us, and we’re excited to roll out another new extension this month: Annual Receipts.

Create beautiful annual receipts

In many countries, donations to nonprofit organizations can help donors reduce their tax. As a nonprofit organization, you can help your generous donors benefit from this by providing them with easy access to annual receipts that summarize their year’s giving.

Our Annual Receipts plugin provides you with the tools you need to create beautiful annual receipts for your donors. You can use the WordPress block editor to put together an annual receipt page quickly and easily, all while enjoying a live preview of what your annual receipt will look like for your donors.

Build an annual receipt page in under a minute.

Your donors can access their annual receipts online (including previous years’ receipts), print them, or download them.

Plugin updates in March

Besides the Annual Receipts plugin, we released eight updates to Charitable and extension plugins in March.

Charitable 1.6.57 & 1.6.58

  • We added a new printable page template, including custom styles for printing. This is not used in the core plugin yet, but it is required for Annual Receipts, as well as PDF Receipts, which is close to release.
  • Under the hood, we improved the database queries that are used to get donation data, providing more flexibility. This lays the groundwork for improvements to the [charitable_stat] shortcode.
  • The Offline Payment Instructions can now include shortcodes. This is particularly useful if you are using a plugin like Polylang to translate your website into different languages.
  • We fixed some PHP notices that were triggered when displaying a donation form on a separate page.
  • In the donation receipt, we made sure the total donation amount shown in the summary includes any fees added through Fee Relief.
  • Also in the donation receipt, we fixed up the layout of the donation summary section, which didn’t look great in certain themes.
  • Autocomplete has been switched off on all datepicker fields.
  • We fixed an issue with the modals not working correctly in some block themes.
  • On pages with multiple donation forms, each form now has a unique HTML ID.
  • The Donation Stats widget had a fatal error when using Polylang, which has been fixed now.
  • In certain very rare circumstances, the email verification template could show an error. This has been fixed to ensure the template gracefully handles any problems with email verification.

Ambassadors 2.1.14 & 2.1.15

  • Fixed a bug that occurred when editing campaigns / fundraisers via the front-end form. If the form included an end date field, the end date was incorrectly reset to January 23, 2000. Random, annoying, and now fixed.
  • Translating the fundraiser type names (Individual, Team or Team Member) previously caused issues where fundraisers didn’t record their type correctly. This has been resolved now. Users will now always see the translated type names, though the original English version is what is stored in the database.
  • The charitable_ambassadors_campaign_types hook filters all valid campaign types. This was previously an indexed array; it is now an associative array, with the key being a lower-case, dash-separated string (i.e. team-member) and the value being the translatable readable version.

Recurring 1.2.19

  • When using the donation widget with a campaign using Advanced mode (the tabbed layout for recurring donations), submitting the donation form could result in a message to the donor saying that they needed to give more than $0. This has been resolved now, with pre-set amounts properly respected.

Automation Connect 1.0.3

  • We made a small fix to ensure that the Automation Connect row on the Plugins page shows a quick link to access webhook subscriptions, so it’s easier to find your way to the settings after installing the plugin.

Fee Relief 1.1.10

  • We fixed a bug preventing Fee Relief from working correctly when there are multiple donation forms on the same page.
author avatar
Eric Daams

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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

author avatar
Eric Daams
automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

author avatar
Eric Daams
Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

author avatar
Eric Daams
recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

author avatar
Eric Daams
Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

author avatar
Eric Daams