Charitable Documentation

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

How to Set Up and Use Charitable’s Geolocation

Installing Charitable Geolocation 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.

Setup

The Geolocation feature is built on Google Maps.

First of all, create your API key:

  1. Go to https://console.cloud.google.com/home/dashboard.
  2. Click on the Select project dropdown at the top of the page and select or create the project for which you want to add an API key.
  3. Click the menu button in the top left corner and select APIs & Services > Credentials.
  4. Click on Create credentials > API key, then click Close. Your new API key will be displayed below. Copy the API key; you will need it soon.

Next, you will need to enable both the Google Places API and the Google Maps Javascript API. To enable these APIs:

  1. Click the menu button in the top left corner and select APIs & Services > Libraries.
  2. Click on Maps Javascript API.
  3. Click on Enable.
  4. Return to the API libraries page by repeating step 1.
  5. Click on Places API.
  6. Click on Enable.

Now, open up your WordPress dashboard:

  1. Go to Charitable > Settings > Extensions.
  2. Paste in the API key you generated previously into the Google Places API Key field.
  3. Click on Save Changes.

Usage

Adding a Location to a Campaign

Once the plugin is setup, you can add a location to a campaign by editing the campaign in the WordPress dashboard. You will see a new Location tab in the advanced campaigns settings area:

Screenshot of Geolocation Admin Location Field
Google Maps powered location search for your campaigns

Type in an address or location for your campaign (it must be at least 8 characters long) and click Update to save the campaign.

Charitable Ambassadors integration

After installing the plugin, a new Location field is automatically added to your public campaign submission form.

Screenshot of the Geolocation Frontend Location Field
A location field is added to the campaign form when you are using Charitable Ambassadors

Adding a Campaigns Map to a Page

Once you have set locations for your campaigns, you can add a Google Map displaying your campaigns by location, using the [campaigns] shortcode.

Fundraising Campaigns Map
A beautiful Google Maps powered map displayed with `campaigns map=1`

To display the campaigns on a map, simply add map=1 as a shortcode attribute. You can also set the width, height and zoom level of the map. Example:

[campaigns map=1 width=900px height=600px zoom=5]

Read more about using the [campaigns] shortcode.

Troubleshooting

If you find that your maps are not loading as expected, there may be a problem with your Google Places API Key. To troubleshoot this, you can view what the specific error is by opening your browser’s Javascript console. If you’re not sure how to open your browser’s Javascript console, you can follow these instructions.

Error messages in the Javascript console will start with “Google Maps API error” and will include the specific error code and a link to find out how to fix the issue. An example is shown below:

An example of a Google Maps error message in the Javascript console

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.