Charitable Documentation

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

Popular Resources

Start Here

Donor Management

Recurring Donations

Peer-to-Peer Fundraising

Integrations

Extensions

Using The Misc Options in Donor Settings

Charitable Pro version 1.8.8.6 introduced new “Field and Profile Sync Settings” to improve how you collect and manage donor information. These settings help you customize registration fields, manage user profile details, and keep donor data consistent between the front end and WordPress admin.

How To Access The Misc Tab

You can access these settings in your WordPress dashboard by heading to Charitable » Settings Page. Then open the Donors » Misc tab.

Donors misc settings

Fields Available

In this tab, you’ll see fields neatly categorized into Register, User Profile, and Sync with Profile.

Register Fields

The Register Fields setting lets you choose which base profile fields appear on Charitable’s registration form.

Misc registration form fields

If you collect extra details from new supporters at sign‑up—like prefix, middle name, company, title, or phone—you can enable those here.

Only the fields you select will be shown, helping you balance the amount of information you request with the simplicity of your registration experience.

This setting is ideal if you want richer donor data from the very beginning.

For example, organizations that send formal letters might enable prefix/suffix, while those focused on quick signups may only request a phone number.

Adjusting these options does not change WordPress’s default registration form; it specifically controls Charitable’s own registration flow.

User Profile Fields

The User Profile Fields setting controls which Charitable fields appear on the WordPress user profile page (Users » All Users » Edit).

Turning fields on here makes them visible and editable to site admins (and users, if they have access to their profile screen).

Typical fields include prefix, suffix, middle name, company, title/position, phone, birthday, and primary language.

User profile settings

This is especially helpful for teams that maintain donor information from the WordPress admin.

By exposing only the fields you care about, you keep the profile screen clean and relevant.

These fields are the same “base” fields used by Charitable’s donor features, so enabling them here makes it easier to keep donor info accurate from inside WordPress.

Sync With Profile

When enabled, Sync With Profile keeps Charitable’s donor fields and WordPress’s user profile fields aligned.

Sync in misc settings

If a donor updates their profile through the [charitable_donor_dashboard] shortcode (front end), the corresponding values in their WordPress user profile are updated automatically.

If an admin updates those fields in Users » Profile (back end), the changes flow back to the donor’s dashboard data. This reduces duplicate data entry and keeps your donor records consistent.

This setting is designed for sites using both the Donor Dashboard and the WordPress user system. It works alongside the [charitable_profile] shortcode, which surfaces user profile information, ensuring both shortcodes reflect the same data.

Only the overlapping fields managed by Charitable are synchronized. It won’t affect unrelated WordPress profile data or custom fields added by other plugins unless they map to the same Charitable fields.

Example: A donor changes their phone number in the Donor Dashboard. With Sync enabled, that new phone number also updates on their WordPress user profile.

Later, an admin corrects the donor’s company name from the WordPress profile screen.

That update then appears in the donor’s profile inside the Donor Dashboard —no double‑editing required.

Frequently Asked Questions 

What are Register Fields in Charitable Pro?
Register Fields let nonprofits pick which donor details to ask for during signup, like prefix, company, phone, or title. This helps get better donor info from the start while keeping signup easy.

Do Register Fields change the WordPress registration form?
No. Register Fields only affect Charitable’s own registration and donor forms. The normal WordPress signup form stays the same.

Can donor info be changed after signing up?
Yes. Donors and admins can update these details anytime in the donor dashboard or WordPress profiles, so info stays correct.

Why add extra fields like phone or company?
More info helps send targeted messages, recognize donors personally, and get better reports for fundraising.

Will too many questions scare donors away?
Maybe. It’s smart to only ask for the info you really need to keep signup fast and simple.

What does Sync With Profile do?
It keeps donor info up to date between the donor dashboard and WordPress profiles automatically, so no double work.

Do Register Fields work with custom fields from other plugins?
Only fields that match Charitable’s default fields sync automatically. Other plugin fields stay separate.

Should formal nonprofits use prefix and suffix fields?
Yes. These help make donor messages and letters more personal and polite.

How do I keep the signup form simple?
Turn on just the main fields you need, like email and phone, for a quick and easy signup.

If you want to get the most out of Charitable and fully use all its features, stay connected with us for the latest tips and updates:

Still have questions? We’re here to help!

Submit a Support Ticket
Contact Us

Last Modified:

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

ambassadors New

🔑 Introducing Passwordless Fundraisers: Sign Up With Just an Email!

Supporters arrive wanting to help, and then the form asks them to invent a password for a website they may only visit twice. A lot of them stop right there. Passwordless Fundraiser Accounts, new in Charitable Ambassadors 3.5.0, let a supporter start a peer to peer fundraiser with nothing but an email address. Why this is important:

  • 🔑 No password step to lose them at: Switch it on in Charitable » Ambassadors » Templates » Submit Form and the create-fundraiser form asks only for a name, an email address and a page title.
  • 👤 Still a real WordPress account: One click in one email confirms the address, signs them in and creates the account, so they can come back later to edit their story, change their photo and see who has donated.
  • 🎚️ Your call on every campaign: Each peer to peer campaign can follow the site default or override it, which matters when a campaign pays fundraisers through Stripe Connect and those people do need a password.
  • 📋 See who has not clicked yet: The Charitable » Ambassadors » Directory » Awaiting Sign-In tab lists everyone still waiting, with the campaign they joined and a Resend button, so a typo or a spam folder is something you can spot and fix.
  • 🛡️ Links a scanner cannot use up: Opening the link only shows a page, and your fundraiser is signed in when they press the button on it, so corporate email scanners never burn the link. Each one works once, expires on its own and is stored only as a hash.

Check out our announcement here.

ambassadors New

🏃 Introducing Activity: Show Progress on More Than Money!

Most peer-to-peer fundraisers are about more than the money. A read-a-thon is about minutes read, a walkathon is about miles walked, and a food drive is about meals packed. Activity for Charitable Ambassadors lets your fundraisers show that effort right beside the dollars they raise. Why this is important:

  • 🎯 Progress on what you actually count: A progress bar shows each thing you count against its own target, sitting right beside the money raised.
  • 🏅 Milestones for the yes or no things: A milestone badge marks the efforts that are simply done or not done, with no number to chase.
  • ✍️ Fundraisers log their own numbers: Your supporters enter their totals from their own pages, so the effort stops living in a spreadsheet, a comment, or nowhere at all.
  • 🤖 Some numbers count themselves: An AUTOMATIC tag appears wherever the site worked the figure out from completed donations, so you can see at a glance what nobody typed in.
  • 🧩 Set it up once, use it anywhere: You decide what gets counted one time, then choose which campaigns count it. Available now in Charitable Ambassadors 3.4.7, with no new plugin and no developer.

Check out our announcement here.

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.

View All Announcements