Charitable Documentation

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

How to Set a Minimum Donation Amount

Setting a minimum donation amount in Charitable helps you make sure every donation is big enough to support your fundraising goals.

This way, you avoid very small payments that could cost too much in processing fees and keep your campaign running smoothly. This also helps avoid confusion during checkout and keeps your fundraising smooth by stopping payments that are too small to process cost-effectively.

Table of Contents

Setting a Minimum Donation Amount

Setting a minimum donation amount is easy with Charitable. With just a few clicks, you can create your campaign, go to the donation settings, and set the minimum amount donors must give. This simple feature helps ensure that every donation supports your goals while keeping your fundraising process smooth and efficient.

If you haven’t set up Charitable yet, follow this guide: Get Started With Charitable »

Step 1: Create a Campaign

To set a minimum donation amount in Charitable, first create a campaign by going to Charitable » Add New and pick a template. This opens the campaign builder so you can customize your campaign.

Add new campaign in Charitable

Not sure how to create a campaign? See our guide: How to Create Your First Campaign »

Step 2: Set Donation Options

Next, go to the Settings tab in the left menu and open Donation Options.

Donation options settings

Here, you can set suggested donation amounts, such as $5, $10, or $25, which makes it easier for donors to choose an amount.

Just below this, you’ll find the option to set a minimum donation amount—type in your preferred minimum, like $5 or $100, based on what makes sense for your fundraiser.

Set minimum and maximum donation amount

You can also enable custom donation amounts so donors can type in their own numbers above your minimum.

Step 3: Publish Your Campaign

Finally, save and publish your campaign. Now, when a donor tries to make a donation for a lower amount, they’ll see an alert box like this:

Minimum donation alert

This gives donors a clear message on your campaign form letting them know the smallest amount they can give.

Setting Minimum Donation Amount With Shortcodes

By default, Charitable will accept any donation over $0.

You can customize the minimum donation amount with a little bit of code, using the charitable_minimum_donation_amount filter:

add_filter( 'charitable_minimum_donation_amount', function() { 
    return 2;
} );

The above code sets a minimum donation amount of $2; any donation of $2 or more will be accepted.

Permitting $0 donations

As mentioned before, Charitable will by default allow any donations over $0.

If you would like to also allow $0 donations, you can use the charitable_permit_0_donation filter:

add_filter( 'charitable_permit_0_donation', '__return_true' );

Allowing $0 donations with the charitable_permit_0_donation filter is helpful for organizations that want to let supporters show interest, pledge support, or join a campaign without giving money right away.

Sometimes, nonprofit campaigns focus on gathering signatures, volunteer sign-ups, or other actions that aren’t strictly about money, so this option makes it easy for people to participate with a “symbolic” donation.

It can also help track engagement or allow donors to try the donation process with no financial commitment before making a real contribution.

Interested in boosting your fundraising with features designed to help you grow? Upgrade to Charitable Pro for tools like recurring donations, advanced donor management, peer-to-peer campaigns, and detailed reporting to unlock your nonprofit’s full potential.

Still have questions? We’re here to help!

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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

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.