Charitable Documentation

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

How to Add a Donation Form Anywhere with the Donation Form Block

Want a real, working donation form on your homepage, a landing page, or in the middle of a blog post, without a shortcode and without sending donors to a separate page?

The Donation Form block does exactly that. This guide walks you through adding it, configuring it, and styling it to match your site.

Before You Start

The Donation Form block is a native WordPress block that renders a complete, working Charitable donation form directly inside the block editor, on any page or post. Before you add one, make sure you have:

  • Charitable Pro 1.8.17 or later installed and activated.
  • At least one published campaign, unless you plan to use the block only on a campaign template with “Use current campaign.”

Important Note: The Donation Form block is available in Charitable Pro and is not part of the free Lite plugin.

Important: Place only one Donation Form block per page. Charitable’s server-side rendering and caching exclusions are built around a single live form per page, and a second instance is unnecessary for donors and can create confusing duplicate submissions.

Adding the Donation Form Block to a Page or Post

The block works like any other block in the WordPress editor, so there’s no separate screen or wizard to learn.

  1. Open the page or post where you want the form to appear, in the WordPress block editor.
  2. Click the block inserter (+) and search for Donation Form.
  3. Click the Donation Form block to insert it.
Searching for the Donation Form block in the WordPress block inserter

Right after you insert it, the block shows a placeholder asking you to select a campaign. It won’t render a form until a campaign is chosen, so that’s the next step.

Choosing a Campaign

The block needs to know which campaign’s donation form to display. You set this from the block settings sidebar, not from the block itself.

  1. With the block selected, open the block settings sidebar (click the block, then the settings icon if the sidebar isn’t already open).
  2. Under Content, open the Campaign dropdown.
  3. Choose a published campaign, or select Use current campaign.
Selecting a campaign from the Campaign dropdown in the Donation Form block settings

The two options behave differently:

  • A named campaign – The block always shows that campaign’s form, no matter where the page is published. Use this on a homepage, landing page, or blog post promoting a specific campaign.
  • Use current campaign – The block binds dynamically to whichever campaign the visitor is currently viewing. Use this on a campaign template so every campaign automatically gets a donation form in the same spot, without editing each campaign individually.

As soon as a campaign is selected, the block editor shows a full-fidelity preview: the campaign’s real donation amounts, its default selected amount, the custom-amount field if enabled, and the actual field order. It’s not a gray placeholder, so what you see while editing is what donors will see.

Choosing Full or Minimal

Still under Content in the block settings, the Form Type dropdown controls how much of the form is shown:

  • Full: Renders the complete donation form: amounts, custom amount, all donor fields, and payment. Use this whenever the form is the main focus of the page.
  • Minimal: A compact layout with donation amounts and payment only. Use this in tighter spaces like a sidebar, a footer, or partway through a longer page where a full form would feel heavy.
Choosing a campaign and switching between Full and Minimal in the Donation Form block settings

The preview updates immediately when you switch between the two, so you can compare before deciding.

Styling the Form

Below Content, the block settings sidebar has nineteen styling controls grouped into five sections. None of them require CSS or a theme file, and every change updates the live preview as you make it.

The Donation Form block's styling controls in the sidebar, including Form Container, Typography, and Amount Buttons
  • Form Container: Background color, plus a border with its own style, width, and color, for the box that wraps the whole form.
  • Typography: Text color and heading color for the form’s labels and titles.
  • Amount Buttons: Background, selected-state background, text color, selected-state text color, border color, and corner radius for the donation amount buttons.
The Donate Button and Accents styling groups, with the required-field asterisk color set to red
  • Donate Button: Background color, hover background color, text color, and corner radius for the submit button.
  • Accents: Link color and the color of the required-field asterisk, the small detail that’s easy to overlook but stands out once it clashes with your page.

Pro tip: Set the Form Container background and border first, then work down through Typography, Amount Buttons, and Donate Button. Getting the container right tells you how much contrast the rest of the form needs.

Every block instance gets its own scoped styles, generated specifically for that block. If you place a Donation Form block on more than one page, each one can be styled completely differently, and none of them will affect any other.

Converting an Existing Shortcode to the Block

If you already have a page or post using the [charitable_donation_form] shortcode, you don’t need to remove it and start over.

  1. Open the page or post that contains the shortcode in the block editor.
  2. Click into the Shortcode block that holds it.

The shortcode automatically converts to a Donation Form block, already pointed at the same campaign the shortcode specified. From there, you can style it or change its settings like any other Donation Form block.

Note: The shortcode itself still works if you leave it as-is. Conversion only happens when you edit the block that contains it.

Publishing and What Donors See

Once you’re happy with the campaign, form type, and styling, click Publish or Update. The form is now live on that page.

A styled Donation Form block published on a page, with a colored form container and a matching Donate Now button

Donors see the same fields, amounts, and payment options they’d get from the standard campaign donation page, rendered securely on the server rather than assembled in the browser. There’s nothing for them to click through to reach it, and nothing extra for them to load.

Note: Any page containing a live Donation Form block is automatically excluded from full-page caching, so donors always see a current, working form. You don’t need to add a manual cache exclusion.

FAQs on Donation Form Block

Does this require Charitable Pro?

Yes. The Donation Form block ships in Charitable Pro 1.8.17 and is not available in the free Lite plugin.

What’s the difference between Full and Minimal?

Full shows the complete donation form with all fields. Minimal shows a compact version with donation amounts and payment only, better suited to sidebars, footers, or tighter spaces.

Can I add more than one Donation Form block to the same page?

You can, but we recommend one per page for the cleanest, fastest experience. Each instance is style-scoped independently, so a second form won’t inherit the first one’s colors.

Will it work with my block theme or full-site editing?

Yes. The block uses standard WordPress block registration and alignment support, so it works with block themes and full-site editing the same way any other core block does.

I set a campaign, but the form isn’t showing my custom fields.

Double-check the custom fields are added to that campaign’s donation form under the campaign’s own builder settings. The block always mirrors whatever fields the campaign itself is configured to collect.

Do my existing shortcodes still work?

Yes. A shortcode keeps working until you edit the block that contains it, at which point it converts to a Donation Form block automatically.

That’s it! You’ve learned how to add, configure, and style the Donation Form block.

Next, you may also want to read how to customize your WordPress donation form without code, or learn more about Charitable’s donation forms.

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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.

Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.

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.