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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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.

Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.