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!

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!

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.