Documentation Category: Managing Donations

  • How to Use The Donor Management System

    Our comprehensive donor management system is integrated into your WordPress platform making it easy for you to efficiently manage and track your donor relationships. You can maintain detailed donor profiles, monitor donation histories, and streamline your communication with supporters. We’ve designed it to act as a centralized hub for all donor-related activities. This documentation will…

  • How to Use the Donor Dashboard

    The Donor Dashboard provides a personalized and secure space for your donors to manage their information, view donation history, and access important documents, making it easy for them to stay connected with your organization. To access the Donor Dashboard settings, navigate to Charitable » Settings » Donors » Donor Dashboard in your WordPress admin. Here,…

  • How to create and edit donations in the WordPress dashboard

    Received a cheque in the mail from a donor and want to add it to Charitable? No problems! With Charitable, you can easily create and edit donations through your WordPress dashboard. Create a new donation To create a new donation from the Dashboard, go to Charitable > Donations, and click the Add Donation button at…

  • How to Enable and Manage Recurring Donations

    Charitable’s Recurring Donations addon lets you turn one-time supporters into long-term, sustaining donors. With this extension, you can add flexible recurring giving options to any campaign, choose between simple “make this monthly” checkboxes or fully customized recurring plans, and let donors pick the schedule that works best for them. How to Install Recurring Donations Installing…

  • Configuring Authorize.Net for Recurring Donations

    Note: These setup instructions are no longer relevant as of Charitable Authorize.Net 1.2.0. To use Recurring Donations with our Authorize.Net integration, there are a few steps you need to take in order for recurring donations to be properly tracked. Login to your Authorize.Net account and click on Account. Click on Silent Post URL. Your Silent…

  • How Do I Create a PayPal Sandbox Account?

    When you are first getting started with accepting donations through PayPal, it is useful to be able to test that everything works correctly without using live payments. Enter the PayPal sandbox. This is a tool designed to help developers and merchants test their integration with PayPal. We strongly recommend setting up an account and testing that…

  • Charitable Anonymous Donations

    Installing Charitable Anonymous Donations is the same as installing any other Charitable extension. If you’re not sure how to do that, we recommend first reading our guide to installing Charitable extensions. Usage With Anonymous Donations activated, you can configure your Donors widget to show anonymous donors as “Anonymous” or hide them completely. Note: If you have chosen to…

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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.

Integration New

Build Beautiful Fundraising Pages Visually with WPBakery Integration

We are excited to announce our brand-new integration with WPBakery, one of the most popular WordPress page builders, designed to help you create stunning layouts for your campaigns without touching a single line of code.

The Ultimate Design Experience

Designing your nonprofit’s website should be as simple as your mission is powerful. Now, you can bring Charitable functionality directly into your WPBakery workflow, using native elements to build high-converting donation pages and campaign grids in seconds.

🖱️ Drag-and-Drop Building: Easily add donation forms, campaign progress bars, and “Donate Now” buttons to your layouts using the WPBakery elements you already know and love.

🎨 Total Creative Control: Customize the look and feel of your fundraising elements using WPBakery’s native design options. Adjust margins, padding, and borders to ensure your campaigns fit perfectly with your site’s branding.

📱 Seamlessly Responsive: Every element is built to be fully responsive and mobile-friendly, ensuring your donors have a smooth, professional experience whether they are giving from a phone, tablet, or desktop.

Integration New

🖼️ Add Image Galleries to Fundraising Campaigns With Envira Gallery

Showcase the impact of your mission like never before. We are excited to announce our brand-new integration with Envira Gallery, the best WordPress gallery plugin, designed to help you tell your story through powerful, high-performance visuals.

The Ultimate Storytelling Experience

A picture is worth a thousand words – and now, it’s worth even more for your fundraising. Connect your visual impact directly to your cause by creating stunning, responsive galleries that engage donors and drive contributions.

🖼️ Visual Impact: Easily create beautiful, fast-loading galleries to show your nonprofit’s work in action, from field reports to event highlights.

🔗 Seamless Connection: Link gallery images directly to your fundraising campaigns, making it effortless for inspired visitors to go from viewing a photo to making a donation.

📱 Perfectly Responsive: Whether your donors are on a phone, tablet, or desktop, your galleries will look professional and load lightning-fast, ensuring a smooth experience on every device.

Integration New

👉🏻 New Divi Integration In Charitable Pro

Bring the power of Charitable directly into your favorite page builder and maintain total creative control with our brand-new Divi integration.

The Ultimate Design Experience

No more switching back and forth or relying on complex shortcodes. Use dedicated Divi modules to build, style, and launch high-converting donation pages without ever leaving the Divi Builder.

⚡ Native Divi Modules: Effortlessly drag and drop your donation forms, progress bars, and campaign details exactly where you want them.

⚙️ Visual Customization: Tweak colors, fonts, and spacing using Divi’s familiar design settings to ensure your fundraiser matches your brand perfectly.

🚀 Live Visual Editing: See your changes in real-time. What you see in the builder is exactly what your donors will see, ensuring a seamless giving experience every time.