Documentation Category: FAQs

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  • 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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Improvement Payments

💳 New Braintree Features For Your European Donors

If your nonprofit serves international supporters, credit cards aren’t always their preferred way to give. With the release of the Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust most.

What’s New:

🌍 Six New European Payment Methods: Seamlessly accept popular bank-based options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), EPS (Austria), Przelewy24 (Poland), and MyBank (Italy/Portugal).

⚡ Frictionless Donor Experience: No manual card entries required. Donors safely authenticate directly with their own bank in a secure popup for lightning-fast contributions.

⚙️ Automatic Currency Sync: Skip complex configuration. The addon intelligently displays the correct local payment buttons based automatically on your site’s currency (EUR or PLN).

Ready to scale your global reach? Update to Braintree 1.3.0 today!

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.

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