Documentation Category: FAQs

  • How to Connect your Square Test Account in Charitable

    Testing your Square payment gateway before going live is crucial for ensuring a smooth donation experience. This guide will walk you through connecting your Square test account (sandbox) to Charitable. Prerequisites Before you begin, make sure you have: In this Guide Step 1: Set Up Your Square Sandbox Environment First, sign up for Square if you…

  • Getting started with Annual Receipts

    Charitable Annual Receipts allows you to give your donors an attractive end of financial year receipt, helping them with their tax reporting. Annual receipts can be accessed online, downloaded or printed. How to install and activate the Annual Receipts plugin Annual Receipts is a WordPress plugin. You can install it just like any other plugin.…

  • Which currencies are supported by Charitable?

    With Charitable, you can accept donations in a wide range of currencies. Note: Currency support varies by payment gateway. Out of the box, the following currencies are supported: Argentine Peso Australian Dollars Bangladeshi Taka Bolivian Bolíviano Brazilian Real Brunei Dollar Bulgarian Lev Canadian Dollar Swiss Franc Chilean Peso Chinese Yuan Renminbi Colombian Pes Czech Koruna…

  • Getting started with Automation Connect

    Charitable Automation Connect allows you to connect Charitable with thousands of other apps by using 3rd party automation platforms like Zapier, Make.com or Zoho Flow. How to install and activate the Automation Connect plugin The Automation Connect is a plugin and can be installed the same way as any other Charitable extension. Here’s a quick…

  • Invalid License Key

    If you have added your license key but you’re getting an error message saying “This license is not valid”, try these steps to troubleshoot:

  • How do I get an invoice for my purchase?

    You can generate an invoice for you purchase through your WP Charitable account area. In the menu on the left, click on “Your Purchases”. Next, find the purchase you would like to get an invoice for and click “View Invoice”. Go to the Purchases tab and click on Generate Invoice for your purchase. On the following page you…

  • Setting Up PayPal

    PayPal is available out of the box as a payment gateway option. You can enable it via your WordPress dashboard: Go to Charitable > Settings > Payment Gateways. In the PayPal box, click on Enable Gateway. Next, you will need to configure some settings by clicking on Gateway Settings. Settings General Settings Gateway Label The label that…

  • Charitable & User Privacy

    Charitable stores personal data about donors and registered users in your website’s database, as well as providing personal data to third party providers such as payment gateways (PayPal, Stripe, Authorize.Net, etc.) or newsletter providers (MailChimp, Campaign Monitor, MailerLite, etc.). All or some of the following data may be collected and stored about a donor when they…

  • Quick Command-Line Setup

    If you would like to quickly build a test site and pre-populate it with Charitable campaigns, donations and pages, you can use the setup script. Usage # Navigate to the plugins folder in your WordPress installation cd /path/to/wordpress/wp-content/plugins # Clone to Charitable repository git clone [email protected]:Charitable/Charitable.git charitable # Run the setup script charitable/bin/setup.sh Setup Script…

  • Frequently Asked Questions

    Do you have a refund policy? Yes! We offer a risk-free 14-day money back guarantee. We think Charitable is a great product, but we understand that it can’t work perfectly for everyone all of the time. If you are unhappy with your purchase, or you have an issue that we are unable to resolve, we…

  • 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…

  • Changing a Donation’s Status

    There are two ways to change a donation’s status in Charitable. 1. Update donations in bulk In your WordPress dashboard, go to Charitable > Donations. Tick the box next to each donation that you would like to update. Change the “Bulk Actions” dropdown to the status you would like to change the donations to. Click Apply to update all…

  • Adding Campaigns (Legacy)

    “Legacy” campaigns are the way campaigns were built by default before the introduction of the visual builder that debuted in Charitable 1.8.0. This method is no longer the default and is depreciated. That being said: (1) Charitable will ALWAYS support campaigns created with legacy campaigns (2) Adding a legacy campaign is still possible via the…

  • Updating Charitable

    You can update Charitable via your website’s dashboard. When there are updates for your WordPress site, you will see a little icon in your admin bar indicating how many updates there are. Click on this icon to go to the Updates pages. You will see a list of updates to be made to your WordPress…

  • Installing Charitable

    The simplest way to install Charitable is via the WordPress dashboard. Uploading A Zip You can also visit this page on the WordPress Plugin Repo to download Charitable as a zip file. You can then upload the zip file manually into your WordPress site: Once you have Charitable installed, you may want to read on installing…

What's New In Charitable

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Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.

Campaigns New

🎨 Campaign Showcase: Pro Level Display, No Coding Needed.

Display your causes with style and make it easier than ever for donors to find the right campaign. We are excited to announce the brand-new Campaign Showcase, a powerful, no-code tool designed to help you create beautiful, high-converting campaign grids and carousels.

The Ultimate Discovery Experience

Your mission deserves to be seen. With the Campaign Showcase, you can move beyond simple lists and create dynamic displays that highlight your most urgent needs, helping donors connect with the causes they care about most.

⚡ No-Code Customization: Effortlessly change layouts, columns, and styles with a single click. Whether you want a clean grid or an interactive carousel, you can match your organization’s look without any CSS or JavaScript.

🎯 Advanced Search & Filter: Empower your supporters with real-time filtering. Donors can quickly sort through campaigns by tags, popularity, or “ending soon,” making it easy to find exactly where their help is needed.

💰 Quick Donate Integration: Boost your conversions with instant giving. The Showcase allows donors to contribute via a modal popup directly from the display, featuring pre-selected amounts for a faster, friction-free experience.

Addon New

🤯 New Addon: Campaign Updates

Keep your supporters informed and engaged with every step of your progress! Share the ongoing impact of your mission and build lasting trust with your donor community!

The Ultimate Engagement Tool

Fundraising is a journey, not a one-time event. Now, you can easily provide real-time updates directly on your campaign pages, ensuring your donors stay connected to the causes they care about most.

📣 Easy Storytelling: Quickly post text updates, milestones, or field reports to show exactly how donations are being put to work, keeping the momentum alive throughout your fundraiser.

🏗️ Visual Builder Integration: Seamlessly add the Updates block anywhere on your page using our drag-and-drop builder, or use a simple shortcode to display news in widgets and sidebars.

📩 Build Donor Trust: By consistently sharing progress and success stories, you create a transparent giving experience that encourages recurring support and deeper community involvement.