Charitable Documentation

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

How to Add a Donate Link to Your Menu

If you would like to add a Donate link or button in your menu, there are a couple ways of achieving this.

Option 1: Link to a separate donation page

You can add a link to your donation page while editing your menu at Appearance Menus.

In the left hand column, look for the “Custom Links” option. In the “URL” field, add the link to your donation page; in the “Link text” field, add your menu item text:

Option 2: Open the donation form in a modal

It is also possible to have your donation form open automatically in a modal window, but it requires a little bit of custom code and another plugin.

Step 1: Install “Shortcode in Menus”

To do this, you will need to install and activate a plugin called Shortcode in Menus. Download it from WordPress.org or search for it via PluginsAdd New.

Step 2: Add a custom shortcode

Next, you will need to add a custom shortcode to your site. This shortcode can be used on any page of your site and will display a donate button that, when clicked, will open a modal with the donation form.

You will need to add the following code to your site:

/**
 * To add a shortcode to display a campaign's donate button, include this function below.
 *
 * @param  array $atts User-defined shortcode attributes.
 * @return string
 */
function ed_charitable_campaign_donate_button_shortcode( $atts ) {
	if ( ! array_key_exists( 'campaign_id', $atts ) ) {
		return '';
	}

	// Get the campaign.
	$campaign = charitable_get_campaign( $atts['campaign_id'] );

	// Add the donate modal window to the footer. This is invisible until the button is clicked.
	add_action( 'wp_footer', function() use ( $campaign ) {
		charitable_template( 'campaign/donate-modal-window.php', array( 'campaign' => $campaign ) );
	} );

	ob_start();

	// Render the donate button.
	charitable_template_donate_button( $campaign );

	// Load scripts that are required for the modal to work.
	Charitable_Public::get_instance()->enqueue_donation_form_scripts();

	return ob_get_clean();
}

add_shortcode( 'charitable_donate_button', 'ed_charitable_campaign_donate_button_shortcode' );

View the guide below to see how to add customizations like this to your site.

Now that you have added this, you can display a donate button anywhere using the following shortcode:

[charitable_donate_button campaign_id=123]

Just replace 123 with the ID of your campaign.

Step 3: Add it to your menu

Under Appearance Menus, look for the “Shortcode” box. If you don’t see it, click on “Screen Options” and make sure that “Shortcode” is checked.

In the Shortcode field’s main text area (not the “Title” field), add your shortcode, just like shown above.

Still have questions? We’re here to help!

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Campaigns New

⏳ Campaign Countdown: Drive Urgency and Lift Donations

Urgency is one of the most powerful tools in fundraising! Meet Campaign Countdown—a live, real-time timer built to turn procrastination into immediate generosity.

What’s New:

⏱️ Live, Real-Time Urgency: Beautifully track days, hours, minutes, and seconds down to your campaign’s deadline w/ live-updating visual countdowns.

🎨 Tailored to Your Look: Choose between Boxed bordered tiles or a clean, single-line Inline display. Match your theme instantly with font and deep color controls.

🛠️ Place it Anywhere: Drop the countdown anywhere you like using the Campaign Builder field, a dedicated Gutenberg block, or a simple shortcode.

🚨 Smart Expiry Actions: Total control over the end state—choose to automatically replace the timer with a custom message, freeze it at zero, and more.

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.