Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

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 wide range of popular gateways so you can offer donors the options they trust and prefer. 

Charitable provides four payment gateways out of the box:

In addition, you can purchase gateway extensions for the following payment gateways:

If you’d like a video walkthrough, watch our tutorial below that covers step-by-step details from setting up a campaign to accepting payments.

Below, we’ll show you how to enable and disable gateways as well as set up specific gateways for your site.

How to Enable Payment Gateways

You can enable or disable your payment gateway with just a click. Go to Charitable » Settings and open the Payment Gateways tab.

Charitable payment gateway settings

To enable a gateway, click on the Enable Gateway button in its block.

Once a gateway is activated, this button is replaced by a Disable Gateway button that can be clicked to turn off the payment gateway.

Configuring gateway settings

When you enable a gateway, a green Gateway Settings button will appear for that gateway. Click on this button to enter the settings for that specific gateway.

On the next page, you may either need to sign into your payment gateway account or add API keys to get connected.

Access gateway-specific documentation for details about setting up your chosen gateway(s). Choose your gateway from the list below:

Using Offline Donations

With Charitable, you can easily accept and manage offline donations, like checks, cash, or bank transfers, right alongside your online gifts.

Enable Offline Donations in your payment gateway settings.

Enable offline donations

Use the Gateway Settings button to go to the next page, where you can clearly explain how donors can give by check or bank transfer directly on the donation form.

You can add custom instructions (e.g., who to make checks payable to, where to send them, or bank details for wire transfers).

Add instructions for offline donations

Once you receive an offline donation, add it manually in your Charitable dashboard so it’s counted toward your goals and included in your reports.

When you record an offline donation, Charitable can send a personalized email receipt (just like with online donations), making every supporter feel appreciated.

All your donations—online and offline—will appear in your reports, so you always have a complete view of your fundraising progress.

Learn how to set up Offline Donations here »

Using Easy Digital Downloads gateways

With our EDD Connect extension, all donations are made through the EDD checkout. You can manage your payment gateways through the EDD Settings; Charitable’s gateways will not be used.

Find out more: EDD Connect Documentation

Get More Information

Here are some of the more popular “how to” guides and help articles for you:

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FAQs on Payment Gateways in Charitable

Which payment gateways does Charitable support?

Charitable includes Stripe, Square, PayPal, and Offline Donations by default. For additional options, we offer premium extensions for Authorize.Net, Braintree, Mollie, GoCardless, Windcave, Payfast, Payrexx, Paystack, and PayUMoney to match your donors’ preferred payment methods.

What’s the difference between Charitable Lite and Pro?

Charitable offers a Lite version, which is free to use. You’ll only incur a 3% fee on your transactions from our end. We also offer a Charitable Pro plugin that comes with advanced features such as recurring donations, donor management, donor portal, and much more. With Pro, there are no Charitable fees on transactions. See the difference between Charitable Lite vs Pro »

How do I upgrade to Charitable Pro?

Follow our guide here: How to Upgrade to Charitable Pro.

How do I enable or disable a payment gateway?

Navigate to the Charitable » Settings » Payment Gateways tab. Click “Enable Gateway” to activate a payment method or “Disable Gateway” to turn it off. We recommend enabling multiple gateways to give donors more payment options and reduce cart abandonment.

What’s involved in configuring my payment gateway settings?

After enabling a gateway, click the green “Gateway Settings” button to connect your account. You’ll typically need to authenticate with your payment provider or enter API keys. Test your setup with a small donation before launching your campaign to ensure everything works smoothly.

How do offline donations work with Charitable?

Enable Offline Donations to accept checks, cash, or bank transfers. Add clear instructions on your donation form explaining payment methods, mailing addresses, and bank details. When you receive offline gifts, manually record them in your dashboard to maintain accurate fundraising totals and send proper receipts.

Will my fundraising reports include both online and offline donations?

Yes, all donations—regardless of payment method—appear in your reports and count toward campaign goals. This gives you a complete picture of your fundraising progress and helps with donor stewardship and tax reporting.

What if I’m already using Easy Digital Downloads for payments?

Our EDD Connect extension integrates seamlessly with your existing EDD setup. All donations process through EDD’s checkout system using your current payment gateways, while Charitable handles the fundraising campaign management and donor tracking.

Where can I get help setting up specific payment gateways?

In this guide, we’ve provided detailed setup guides for each supported gateway, including screenshots and troubleshooting tips. These step-by-step tutorials cover common issues like API key configuration, webhook setup, and testing procedures to get you accepting donations quickly.

What should I do if donors are having trouble completing their donations?

First, test your donation process yourself to identify any issues. Common problems include outdated API keys, incorrect webhook URLs, or gateway-specific settings. Check our troubleshooting guides for your specific payment gateway, and consider enabling multiple payment options to give donors alternatives.

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Have more questions? If you are a Lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums. If you have an active license, feel free to reach out to us directly for priority support.

Still have questions? We’re here to help!

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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.

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.