Charitable Documentation

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

How to Install the Charitable Plugin

We’ve designed Charitable to be easy to set up and use so that anyone can raise funds online without any technical knowledge. This guide provides step-by-step instructions for installing and activating the plugin on your WordPress website.

Prerequisites

  • A self-hosted WordPress website (version 5.0 or higher)
  • Administrative access to your WordPress dashboard
  • PHP 7.4 or higher
  • MySQL 8.0 or higher

Charitable is available in two versions: Charitable Pro (Premium) and Charitable Lite (Free). Both versions allow you to create donation campaigns and accept payments on your WordPress website, with Premium offering additional features and enhanced functionality.

Installing Charitable Pro

Here’s how to install the premium version of Charitable on your WordPress site.

Step 1: Choose Your Charitable Plan

To get the pro version, first, head over to the Charitable Plans page. It details all the features available in the plugin, along with the different pricing tiers available. You can review the options and see which best fits your organization’s needs.

There are four plans you can choose from:

  1. Basic: Gives you the essential tools to raise funds and manage donations with ease.
  2. Plus: Designed for growing non-profits who want to expand their fundraising with recurring donations, fee relief, and annual receipts.
  3. Pro: For more powerful integrations, automation, peer-to-peer fundraising, ambassadors, fundraising teams, and more.
  4. Elite: Designed for agencies and non-profits with multiple websites.
Charitable plan features

Once you’ve found the right plan, click the Get Started button to proceed to checkout. Complete your purchase, and Charitable will create a new account for you.

Step 2: Download the Plugin File

Now, you’ll be logged into your Charitable account. In the Downloads tab, you’ll see a plugin file and a license key.

Download Charitable Pro

Download this file to your computer and copy the license key by clicking on the clipboard icon next to it.

We’ve added a link to the documentation on this page as well, so you can easily access these step-by-step instructions any time you need.

Step 3: Install and Activate the Plugin

In your WordPress admin panel, go to Plugins » Add New » Upload Plugin. Here, select the plugin file and upload it to your WordPress site. Then install and activate the plugin.

Upload new wordpress plugin

Once done, for new installations, the setup wizard will appear, which will take you through all the essential steps on getting started.

Charitable wizard

We’ve designed the wizard to be simple and self-explanatory. No matter your level of expertise, you’ll be able to configure important settings such as your payment gateway and launch your first fundraising campaign.

Step 4: Activate Your License Key

The last step in setting up is activating your Charitable license. In your WordPress menu, open the Charitable » Settings page.

Verify charitable license key

You’ll see a field where you can paste your license key and verify it. Once done, your plan details will appear here.

That’s it. You’re ready to build and launch fundraising campaigns to collect donations online.

Need help with setting up other features of Charitable? Find all the guides you need here: Charitable Documentation »

Installing Charitable Lite

Charitable offers a free version with all the essential features you need to raise funds online. This includes unlimited donation campaigns, donation records, and built-in Stripe integration.

To get started with Charitable Lite, go to Plugins » Add New in your WordPress dashboard. In the search bar here, type in ‘Charitable’. Once you find the plugin, install and activate it.

Install Charitable WordPress plugin

That’s it. You’re all set to use Charitable Lite. No license key required.

Here too, for new installations, Charitable’s setup wizard will launch. We recommend using this wizard to quickly configure essential settings and payment gateway options.

Charitable wizard

Now you’re all set to raise funds online and manage your donations with ease. For more on how to set up your first campaign with Charitable, refer to our comprehensive documentation here: Get Started with Charitable »

Still have questions? We’re here to help!

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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.

Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.