Charitable Documentation

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

Charitable & User Privacy

Charitable stores personal data about donors and registered users in your website’s database, as well as providing personal data to third party providers such as payment gateways (PayPal, Stripe, Authorize.Net, etc.) or newsletter providers (MailChimp, Campaign Monitor, MailerLite, etc.).

All or some of the following data may be collected and stored about a donor when they make a donation:

  • First & last name
  • Email address
  • Street address (street number & name, city, post code/zip code, state/province, country)
  • Phone number
  • Credit/debit card tokens

All or some of the above data may be shared with the payment gateway used to process the donation. If using Newsletter Connect, the donor’s personal data may also be shared with your chosen newsletter provider.

For credit card donations processed by Stripe or Authorize.Net, the following data is provided to the chosen payment gateway. NOTE: These details are not stored in your database:

  • Credit/debit card number
  • Expiry date
  • CVS

In addition, the following data may be collected for registered users when they create a fundraising campaign (requires Ambassadors or when they fill out their personal profile:

  • First & last name
  • Email address
  • Street address (street number & name, city, post code/zip code, state/province, country)
  • Phone number
  • Organisation
  • Bio / personal description
  • Website URL
  • Facebook profile URL
  • Twitter profile URL

Exporting Personal Data

As of WordPress 4.9.6, WordPress includes a personal data export tool which can be used to provide users with a downloadable file that shows all personal data your website contains about them. This data export will include the personal data mentioned above.

The personal data export tool can be reached via Tools > Export Personal Data.

Erasing Personal Data

As of WordPress 4.9.6, WordPress includes a personal data removal tool which can be used to erase the personal data stored by your website about a particular user. Your users may request to have their data removed; as of May 2018, this is a right of European residents and you are obliged to comply.

The personal data removal tool can be reached via Tools > Erase Personal Data.

You may be required to keep personal data relating to donations for a certain amount of time for legal or tax purposes. To support this requirement, you can configure Charitable to prevent personal donation data from being erased for donations within a certain time limit (i.e. the last three years). You can also mark which pieces of data must be retained for donations made within this time.

These settings can be configured via Charitable > Settings > Advanced.

Privacy Policy

As of WordPress 4.9.6, WordPress includes a tool that can help build your website Privacy Policy page. This will include suggested privacy policy text added by the plugins on your website, including Charitable.

You can access this tool via Tools > Privacy. You are strongly advised to carefully review the suggested privacy policy text added by your plugins and tailor it to your website needs.

Still have questions? We’re here to help!

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Addon New

🤯 New Addon: Campaign Updates

Keep your supporters informed and engaged with every step of your progress! Share the ongoing impact of your mission and build lasting trust with your donor community!

The Ultimate Engagement Tool

Fundraising is a journey, not a one-time event. Now, you can easily provide real-time updates directly on your campaign pages, ensuring your donors stay connected to the causes they care about most.

📣 Easy Storytelling: Quickly post text updates, milestones, or field reports to show exactly how donations are being put to work, keeping the momentum alive throughout your fundraiser.

🏗️ Visual Builder Integration: Seamlessly add the Updates block anywhere on your page using our drag-and-drop builder, or use a simple shortcode to display news in widgets and sidebars.

📩 Build Donor Trust: By consistently sharing progress and success stories, you create a transparent giving experience that encourages recurring support and deeper community involvement.

Integration New

Build Beautiful Fundraising Pages Visually with WPBakery Integration

We are excited to announce our brand-new integration with WPBakery, one of the most popular WordPress page builders, designed to help you create stunning layouts for your campaigns without touching a single line of code.

The Ultimate Design Experience

Designing your nonprofit’s website should be as simple as your mission is powerful. Now, you can bring Charitable functionality directly into your WPBakery workflow, using native elements to build high-converting donation pages and campaign grids in seconds.

🖱️ Drag-and-Drop Building: Easily add donation forms, campaign progress bars, and “Donate Now” buttons to your layouts using the WPBakery elements you already know and love.

🎨 Total Creative Control: Customize the look and feel of your fundraising elements using WPBakery’s native design options. Adjust margins, padding, and borders to ensure your campaigns fit perfectly with your site’s branding.

📱 Seamlessly Responsive: Every element is built to be fully responsive and mobile-friendly, ensuring your donors have a smooth, professional experience whether they are giving from a phone, tablet, or desktop.

Integration New

🖼️ Add Image Galleries to Fundraising Campaigns With Envira Gallery

Showcase the impact of your mission like never before. We are excited to announce our brand-new integration with Envira Gallery, the best WordPress gallery plugin, designed to help you tell your story through powerful, high-performance visuals.

The Ultimate Storytelling Experience

A picture is worth a thousand words – and now, it’s worth even more for your fundraising. Connect your visual impact directly to your cause by creating stunning, responsive galleries that engage donors and drive contributions.

🖼️ Visual Impact: Easily create beautiful, fast-loading galleries to show your nonprofit’s work in action, from field reports to event highlights.

🔗 Seamless Connection: Link gallery images directly to your fundraising campaigns, making it effortless for inspired visitors to go from viewing a photo to making a donation.

📱 Perfectly Responsive: Whether your donors are on a phone, tablet, or desktop, your galleries will look professional and load lightning-fast, ensuring a smooth experience on every device.

Integration New

👉🏻 New Divi Integration In Charitable Pro

Bring the power of Charitable directly into your favorite page builder and maintain total creative control with our brand-new Divi integration.

The Ultimate Design Experience

No more switching back and forth or relying on complex shortcodes. Use dedicated Divi modules to build, style, and launch high-converting donation pages without ever leaving the Divi Builder.

⚡ Native Divi Modules: Effortlessly drag and drop your donation forms, progress bars, and campaign details exactly where you want them.

⚙️ Visual Customization: Tweak colors, fonts, and spacing using Divi’s familiar design settings to ensure your fundraiser matches your brand perfectly.

🚀 Live Visual Editing: See your changes in real-time. What you see in the builder is exactly what your donors will see, ensuring a seamless giving experience every time.

donation form New

👉🏻 New Campaign Selector For Donation Forms

Take your campaign management to the next level. Find the perfect fundraiser for any page and stay in your creative flow with our new Campaign Selector integration.

The Ultimate Selection Tool

No more hunting for IDs or creating one page for every donation form. Use the new Campaign Selector to allow users to switch to a campaign with no code.

⚡ Instant Search: Quickly find any campaign leaving your page or post.

⚙️ Editor Agnostic: Whether you’re using the Block Editor, Elementor, or WPBakery, selecting your campaigns is now a unified experience.

🚀 Real-Time Previews: See exactly which campaign you’ve selected instantly, ensuring your donors always see the right cause.