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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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.

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.