Charitable Documentation

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

Connect Charitable to Stripe Payments

Charitable comes with Stripe Payments built into the platform. You don’t need to use any API keys or manually configure webhooks. Simply log in to your Stripe account to complete the connection.

Note: Before we start, be sure to install Charitable on your WordPress site. Since Stripe is built into Charitable, you don’t need to install any addons or extensions for basic Stripe functionality.

Here’s a table of contents to help you navigate this easily:

  1. Enabling The Stripe Payment Gateway
  2. Connecting Your Stripe Account
  3. Stripe Settings Inside Your Campaign

Enabling The Stripe Payment Gateway

In your WordPress admin panel, navigate to the Charitable » Settings » Payment Gateways tab. You’ll see the Stripe tab along with an option to ‘Enable Gateway’.

Enable Stripe payment gateway

Before you enable this, you’ll also see an option to turn on ‘Test Mode’ below the list of gateways. We recommend using Test Mode when enabling a new gateway to ensure you’ve set up everything correctly before going live on your site.

Turn on test mode for payment gateways

Make sure to hit the ‘Save Changes’ button to activate test mode.

Now you can hit the ‘Enable Gateway’ button next to Stripe and you will be automatically taken to the Stripe Settings page.

Note: When you enable a gateway, a green ‘Gateway Settings’ button will appear. You can use this to access the Settings page on your own any time you need.

Connecting Your Stripe Account

On the next page, you can add a label for this gateway. It’s prefilled with ‘Stripe’ for you but you can change that if you need.

Connect with Stripe

Note: There’s a 3% fee for every transaction along with Stripe charges if you’re using Charitable Lite. To remove the additional 3% charge, you’ll need to upgrade to Charitable Pro.

Below this, you’ll see Credit Card Fields Format. This lets you decide how you want customers to enter their credit card information. There are 2 options here:

  • Single Field asks for the card number, expiration date, zip code, and CVC fields in one field.
  • Multiple Fields creates a separate field for each item.

Here’s what it will look like on the front end:

Single vs multiple payment fields

After you choose the Credit Card Fields format, click on the ‘Connect with Stripe’ button.

This will take you to the Stripe page where you can log into your account. If you don’t have an account, you can enter your email address and you’ll be able to sign up for a Stripe account.

Log into Stripe

Once you’re logged into your Stripe account, use the ‘Return to WP Charitable’ link on the left. This will take you back to your WordPress dashboard and you’ll see the Connection Status should either say ‘Connected in test mode’ or ‘Connected in live mode’ depending on which mode you chose earlier.

Stripe is connected

If you ever need to remove this Stripe account, you can use the ‘Disconnect this account’ link here.

Now you’re all set to start accepting donations using the Stripe payment gateway.

Stripe Settings Inside Your Campaign

When you create a fundraiser campaign with Charitable, under the Payment tab in the left menu, you’ll see that Stripe is enabled. If you need to tweak the settings, there’s an easy access button here that takes you straight to the Payment Gateway Settings page.

Stripe payment gateway in the campaign builder

When you publish your campaign, depending on the payment options you enabled with Stripe, they will appear in your donation form like this:

Stripe payment options in donation form

That’s it. You’re ready to create your fundraiser campaigns and accept donations through Stripe. Here’s the guide on How to Create a Fundraiser Campaign.

Looking to set up other payment options? Head over to our documentation page for Setting Up Payment Gateways.

Frequently Asked Questions

Do you have a question about using Stripe in Charitable? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.

Still have questions? We’re here to help!

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automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.