Charitable Documentation

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

How to Setup and Use DonorTrust Real-Time Notifications

DonorTrust shows recent donations made on your website in real-time. This is a great way to build trust and encourage more people to give to your cause!

Why it Works: People are more likely to trust what others are doing. When visitors see that others are donating, they’re more likely to trust your organization and donate too.

With DonorTrust, real-time notifications in neat non-intrusive popups will appear on your site. Here’s an example:

DonorTrust popup

Setting up DonorTrust notifications is simple and easy to do. Let’s get started!

Prerequisites

  • A WordPress site with Charitable Pro (1.8.7.3+) installed. Not sure how to do that? See our guide on How to Install Charitable »
  • At least one campaign with paid donations.
  • Minimum requirements:
  • PHP 7.2+

DonorTrust is an addon that comes with the Charitable Pro plugin and is available on the Plus, Pro, or Elite plan.

You can install and activate it like any other Charitable addon. See our documentation on how to download and activate addons easily.

If you are a Charitable Lite user, consider Upgrading to Pro to access DonorTrust and many more features. You may also see the difference between Charitable Lite vs Pro.

Step 1: Enabling DonorTrust

We’ve made it as easy as 1 click to enable this feature. Go to the Charitable » Settings » Advanced tab within your WordPress admin.

Open the DonorTrust tab, and you’ll see a toggle switch to enable this feature.

Enable DonorTrust

Once enabled, new settings will appear.

Step 2: Selecting Campaigns to Display

In the Campaigns section, you can choose which campaigns you want to show notifications for. Simply select individual campaigns and use the arrows to move them to the right column.

When a campaign is added to the right column, Charitable will start creating and displaying popups for donations made to that specific campaign.

Add campaigns to DonorTrust

You can choose to quickly add all active campaigns or all completed campaigns.

Step 3: Making Clickable Popups

By default, the popups will link to the campaign page. This option is already enabled. When someone clicks on a notification, the campaign will open in a new tab.

Clickable link in DonorTrust

If you’d prefer to only show the recent donation information without links, turn this switch off.

Enable link to campaign in DonorTrust

Step 4: Choosing a Minimum Donation Amount

You might not want to show every donation. You can set a minimum donation amount, like $25 or $100. Decide what amount you think will have a positive impact on potential donors.

Minimum donation amount in DonorTrust

The default amount is set to $0.00, which means all donations will be displayed.

Step 5: Setting up Display Rules

Charitable lets you control where and to whom your popups appear. First, choose who can see the notifications using the Show To options:

  • All visitors
  • Only logged out users
  • Only logged in users
Show to in donortrust

Below that, you can choose where the popups appear using the Show On options:

Show on options in donortrust

DonorTrust popups can appear on any frontend page of your site. You can also select specific pages:

  • The homepage
  • Campaign pages
  • Donation form pages
  • Individual WordPress pages

You can choose as many of these options as you want.

Step 6: Customizing the Popup Details

Next, you can control what details appear in the popup. These include:

  • First name
  • Last name
  • Donation amount
  • State/region
  • Country
What data to display in DonorTrust

Important: Remember to consider privacy and data laws when choosing this information.

You can also choose how you want the popups to be ordered. You can arrange them by donation date, campaign creation date, or randomly.

Order and amount in donortrust settings
Order and amount in donortrust settings

You can also choose the maximum number of donation records to display. We recommend setting it at around 10, up to a maximum of 20.

Step 7: Increasing the Trust Factor

Below this, you can choose to show how long ago the donation was made, adding a “Time ago” detail. This helps build trust.

Verified badge in DonorTrust

You can also display a validation checkmark to further add trust and credibility. This will add text like “Verified by [Your Organization Name]” to the popup, for example, “Verified by World Charity Inc.”

DonorTrust verified badge

By default, Charitable will show the initials of the donor. You can choose to add an avatar instead.

That’s it! Save Changes, and your popups will now appear on your site according to the settings you’ve chosen.

DonorTrust is a simple yet powerful tool to help increase donations by building trust and showing social proof. You can leverage the power of real-time notifications and encourage more visitors to support your cause.

Next up are frequently asked questions to help clear up any doubts you may have.

Frequently Asked Questions

What is Charitable?

Charitable is a powerful and flexible WordPress donation plugin designed to help nonprofits and charities easily accept online donations. It simplifies the process of creating donation forms, managing campaigns, and tracking contributions.

What is DonorTrust? Do I need to use it with DonorTrust?

DonorTrust is a feature within Charitable Pro. It displays real-time notifications of recent donations made on your site. This is a form of social proof that can encourage more visitors to contribute to your cause.

How many donation records should I display?

Most websites display 5-10 donations. This provides enough social proof without creating information overload or making the page feel cluttered.

Can I customize the appearance of the popups?

Yes, you can control the details displayed in the popups (name, donation amount, country, etc.). You can also change the order the records are displayed and control where popups appear on your site.

What can I change about the popups?

Tailor the notifications to match your brand and campaigns. You have the flexibility to:

  • Choose which active and completed campaigns to feature.
  • Set a minimum donation amount to be displayed.
  • Add a customizable “verification” checkmark for added credibility.
  • Display a custom logo or a personalized avatar based on the donor’s name.
  • Control the content of the notifications and select the pages where they appear, such as the homepage, campaign pages, or Charitable donation pages. You can pick any WordPress page as well.

Is there a privacy concern with displaying donor information?

Yes, that’s an important consideration. Be mindful of privacy laws and only display information that donors are comfortable with. Consider showing only donation amounts and a general location (e.g., State/Region) and avoid displaying full names or other personally identifiable information if you are unsure of local rules.

Can I test DonorTrust before making it live?

Yes. Once you’ve saved settings, you can manually create a test donation to verify that the popups appear and are displaying correctly. Make sure to view your site as a visitor before fully launching it.

What if I don’t want the popups to be clickable?

You can easily turn off the clickable link within the settings; the popups will simply display the donation information without redirecting to the campaign page.

Does DonorTrust work with all WordPress themes?

DonorTrust should work with most well-coded WordPress themes.

You may also want to connect your Charitable campaigns to Google Analytics to get indepth insights on your campaigns.

To make the most of Charitable and its features, check out our Documentation Hub »

Still have questions? We’re here to help!

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ambassadors New

🔑 Introducing Passwordless Fundraisers: Sign Up With Just an Email!

Supporters arrive wanting to help, and then the form asks them to invent a password for a website they may only visit twice. A lot of them stop right there. Passwordless Fundraiser Accounts, new in Charitable Ambassadors 3.5.0, let a supporter start a peer to peer fundraiser with nothing but an email address. Why this is important:

  • 🔑 No password step to lose them at: Switch it on in Charitable » Ambassadors » Templates » Submit Form and the create-fundraiser form asks only for a name, an email address and a page title.
  • 👤 Still a real WordPress account: One click in one email confirms the address, signs them in and creates the account, so they can come back later to edit their story, change their photo and see who has donated.
  • 🎚️ Your call on every campaign: Each peer to peer campaign can follow the site default or override it, which matters when a campaign pays fundraisers through Stripe Connect and those people do need a password.
  • 📋 See who has not clicked yet: The Charitable » Ambassadors » Directory » Awaiting Sign-In tab lists everyone still waiting, with the campaign they joined and a Resend button, so a typo or a spam folder is something you can spot and fix.
  • 🛡️ Links a scanner cannot use up: Opening the link only shows a page, and your fundraiser is signed in when they press the button on it, so corporate email scanners never burn the link. Each one works once, expires on its own and is stored only as a hash.

Check out our announcement here.

ambassadors New

🏃 Introducing Activity: Show Progress on More Than Money!

Most peer-to-peer fundraisers are about more than the money. A read-a-thon is about minutes read, a walkathon is about miles walked, and a food drive is about meals packed. Activity for Charitable Ambassadors lets your fundraisers show that effort right beside the dollars they raise. Why this is important:

  • 🎯 Progress on what you actually count: A progress bar shows each thing you count against its own target, sitting right beside the money raised.
  • 🏅 Milestones for the yes or no things: A milestone badge marks the efforts that are simply done or not done, with no number to chase.
  • ✍️ Fundraisers log their own numbers: Your supporters enter their totals from their own pages, so the effort stops living in a spreadsheet, a comment, or nowhere at all.
  • 🤖 Some numbers count themselves: An AUTOMATIC tag appears wherever the site worked the figure out from completed donations, so you can see at a glance what nobody typed in.
  • 🧩 Set it up once, use it anywhere: You decide what gets counted one time, then choose which campaigns count it. Available now in Charitable Ambassadors 3.4.7, with no new plugin and no developer.

Check out our announcement here.

ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.