Charitable Documentation

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

Charitable Windcave

Windcave is a payment gateway available in New Zealand, Australia, North America, Asia, the UK and Europe, supporting payments in more than 20 currencies.

Installation

Installing Charitable Windcave 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.

Getting started

Once you have installed and activate Charitable Windcave, you need to add your Windcave account details to start accepting payments.

If you do not already have a Windcave account, now is the time to set one up:

https://www.windcave.com/

Once your Windcave account is activated, request your PxPay and PxPost API credentials from your Windcave account manager. You will need both of these to take full advantage of Charitable’s Windcave integration.

Add your PxPay and PxPost settings

Once you have received your API credentials from Windcave, you need to add these to your Charitable settings:

  1. Go to Charitable > Settings > Payment Gateways.
  2. You will see Windcave listed as one of the gateway options. Click Enable Gateway to activate it.
  3. After the page reloads, click on Gateway Settings.
  4. On the following page you can add your PxPay settings, as well as PxPost settings.
Windcave settings page in Charitable

You can start accepting donations once you have added PxPay settings.

If you would like to be able to refund donations directly from Charitable, we also recommend adding PxPost settings.

Don’t forget: Your PxPay and PxPost credentials should be for your live account if you have Test Mode disabled in Charitable. If Test Mode is on, you will need to use your Windcave development account.

How to refund a donation

If you need to refund a donation, you can do this through Charitable if you have provided your PxPost credentials.

  1. Go to Charitable > Donations.
  2. Find the donation you need to refund. Click on View.
  3. In the “Donation Actions” meta box, select “Refunded”.
  4. Check the box to refund the donation in Windcave automatically.
  5. Click Update Status.

Add Fee Relief support

If you would like your donors to be able to pay the transaction fee that is charged by Windcave, you can use our Fee Relief extension.

This will allow you to configure the way fees are calculated.

Get started with Fee Relief.

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.