Charitable Documentation

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

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Donor Management

Recurring Donations

Peer-to-Peer Fundraising

Integrations

Extensions

Donors Shortcode

The [charitable_donors] shortcode allows you to display a list of donors to one or all of your campaigns on a page. It uses the same frontend template as the Donors widget, so its output is similar — it just provides you with flexibility to show the Donors in different spots.

Parameters

  • number Number of donors to show. Default is 10.
  • orderby May be date, donations or amount. Default is date.
  • order May be ASC (ascending order) or DESC (descending order). Default is DESC.
  • campaign May be set to the ID of a campaign, current to display the donors to the campaign currently being viewed, or all or 0 to display donors to any campaign. Default is 0 (donors to any campaigns).
  • distinct_donors Only show unique donors. May be set to 0 (don’t show distinct) or 1 (show distinct). If a donor has donated more than once, they will only appear in the list once, with their donation amount calculated based on all their donations. Default is 0.
  • orientation May be vertical or horizontal. Default is horizontal.
  • show_name Whether the name should be shown. May be 1 (show) or 0 (don’t show). Default is 1.
  • show_location Whether the donor’s location should be shown. May be 1 (show) or 0 (don’t show). Default is 0.
  • show_amount Whether the donor’s donated amount should be shown. May be 1 (show) or 0(don’t show). Default is 1.
  • show_avatar Whether the donor’s avatar should be shown. May be 1 (show) or 0 (don’t show). Default is 1.
  • hide_if_no_donors Whether the shortcode should display anything if no one has donated yet. May be 1 (hide) or 0 (don’t hide). Default is 0.

Plus, if Gift Aid is activated and on version 1.1 or above, the following setting is available:

  • show_gift_aid Whether to display the Gift Aid amount for the donation. May be 1 (show) or 0(don’t show). Default is 0.

Usage

Default usage:

[charitable_donors]

Show donors to the current campaign (to be used on a campaign page):

[charitable_donors campaign=current]

Show donors to a specific campaign (replace 123 with the ID of the campaign):

[charitable_donors campaign=123]

Show a donor leaderboard, ordered by amount donated:

[charitable_donors orderby=amount]

Show donors in a vertical list:

[charitable_donors orientation=vertical]

Only show donor’s names (hide amount, location and avatar):

[charitable_donors show_name=1 show_location=0 show_amount=0 show_avatar=0]

Show the Gift Aid amount for a donor’s donation (requires Charitable Gift Aid 1.1+):

[charitable_donors show_gift_aid=1]

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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

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