Charitable Documentation

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

How to Use The Import/Export Tool: GiveWP to Charitable

Migrating from GiveWP to Charitable is a simple process that helps you move your donors, campaigns, and donations without losing any important data.

If you’re switching to Charitable, you can easily bring over your records using the built-in import tool.

In this tutorial, we’ll walk you through each step – from exporting your data from GiveWP to importing it into Charitable. If you have GiveWP active on your site, you need to click a few buttons, and you’re done!

You don’t need any special technical skills to follow along, just a few minutes and access to your WordPress dashboard.

Not sure whether to switch to Charitable yet? See GiveWP vs Charitable »

Below is our guide to help you migrate to Charitable on your own. We also offer a free white glove migration service for Give users. 👇🏽

Switching From GiveWP? We’ll Move Everything for You.

Worried about losing data or that it would take too much time? Our team will handle it for you. Sit back and relax.

With our white glove migration service, we move your donors, donations and campaigns into Charitable. You keep working on your mission while we handle the technical part.

Qualifying GiveWP customers can also get their first year of the Charitable Pro plugin free. Check if you’re eligible »

Before you start

Before migrating from GiveWP, it’s a good idea to make sure everything is backed up and ready to go. You’ll need access to your WordPress dashboard, where both GiveWP and Charitable are installed.

Here’s what to check before you begin:

  • Back up your site. Always keep a recent backup of your WordPress site and database. This ensures you can restore your data if something goes wrong. Need a free backup solution? Try Duplicator.
  • Confirm your data. Make sure your GiveWP campaigns, donations, and donor records are complete and up to date.
  • Log in as an admin. You’ll need admin access to export data from GiveWP and import it into Charitable.
  • Install and activate Charitable. If you haven’t already, install Charitable and make sure it’s active. See How to Install the Charitable Plugin »
  • Know what can be imported. Charitable’s import tool allows you to move donors, donations, and campaigns from GiveWP.

Once you’ve checked these points, you’re ready to migrate from GiveWP to Charitable. There are two methods you can use:

  1. Automatic Migration
  2. Manual CSV Import

1. Automatic Migration from GiveWP to Charitable

Please note: The beta GiveWP live import features will now only be visible when:
define( ‘CHARITABLE_GIVEWP_IMPORT_DEBUG’, true );
See: Charitable Debug mode

If you have GiveWP activated on your site, you can import items with just a click. You don’t have to download and upload any files to Charitable. This is the easiest method to migrate from GiveWP.

First, go to your WordPress dashboard. Here, in the left menu, select the Charitable » Tools » Import tab. Here, choose the GiveWP option.

Charitable GiveWP migration page

On this page, you’ll see options to upload files from GiveWP. We can skip that if you’re using the automatic method.

Scroll down this page, and you’ll see options to:

  • Import Campaigns
  • Single Donations
  • Recurring Donations
  • Donors.

Import Campaigns

Under this option, you can simply select the campaign you want to import from the dropdown menu available and click on the “Import GiveWP Campaign” button.

GiveWP import campaigns

This will create a new legacy Charitable campaign.

Note: This feature requires Legacy Mode to be enabled. By default, Charitable enables legacy campaigns. If it has been disabled on your site, you can find this option under Charitable » Settings » Advanced » Misc. See Legacy Campaigns for more details »

Import Single Donations

Before you start, for single donations feature to work, you need the Fee Relief addon. You can activate this under Charitable » Addons. See how to install and activate addons »

Once done, you can import your donations from GiveWP by clicking on the “Import Single Donations” button.

GiveWP import single donations

This will specifically fetch one-time donation records and bring them into Charitable. It will ignore donation records marked as recurring.

Import Recurring Donations

For recurring donations, you need to have the Recurring Donations addon activated.

See how to install and activate addons »

Charitable will automatically detect and fetch all the donation records marked as “recurring”.

GiveWP import recurring donations

When you click on the button “Import Recurring Donations”, Charitable will sync with GiveWP, gather your data and import it into Charitable. That’s it.

Import Donors

To import your donor records, you can use this option. With GiveWP active on your site, Charitable will auto-detect the donor records.

Once you click on “Import GiveWP Donors”, Charitable will automatically start importing the donor records you have in GiveWP.

GiveWP import donors

If a donor’s email address is detected in Charitable already, Charitable will skip it.

Also, if you have a WordPress user on your site with a matching email, Charitable will associate the donor record to that WordPress user.

That’s it. That’s how easy it is to migrate from GiveWP to Charitable. You are now ready to start creating your campaigns with Charitable and managing it all with ease.

Get started here »

2. Migrate Manually From GiveWP Using CSV Import

Charitable also lets you migrate from any platform (including GiveWP) using CSV import options. Follow the steps below:

Step 1: Export Your Data from GiveWP

In this section, you will export your key donation data from GiveWP into CSV files that you can later import into Charitable. GiveWP includes built-in tools for exporting donations and donors as CSV files.

Log in to your WordPress dashboard as an administrator. Go to Donations » Tools » Exports.

export in GiveWP

On this screen, you will see several export options for donations, donors, and revenue.

Export donation history

In the Export tab, look for Export Donation History. When you click on “Generate CSV”, a new page will open where you can choose your filters, such as date range or specific donation form, or leave them set to export all donations.

Export donations in GiveWP

Click Generate CSV to download a CSV file of your donation history to your computer.

Export donors

Back under Donations » Tools » Exports, find Export Donors. Choose the date range and optionally a specific form if you only want donors for certain campaigns.

Export donors choose campaign in GiveWP

Decide which donor fields to include, such as name, email, address, number of donations, and total donated.

Generate donor csv in GiveWP

Click Generate CSV to download your donors CSV file.

We recommend storing these files in a separate folder on your computer so it’s easier to find them when you’re ready to import it into Charitable.

Export any extra reports you need

  • If you want a summary of revenue and donations by date, you can also use Export Revenue and Donation Stats in the same Exports tab.
  • This report cannot be imported into Charitable but can be helpful for your records or reconciliation.

Once you have downloaded your donation and donor CSV files, store them somewhere safe on your computer. You will use these files in the next steps when importing into Charitable.

Step 2: Prepare your CSV files

Before importing into Charitable, take a moment to open and review the CSV files you exported from GiveWP. This helps avoid errors during import and makes it easier to map your data into Charitable correctly.

  • Open each CSV file in a spreadsheet tool like Excel, Google Sheets, or Numbers so the data is easy to scan.
  • Check that the column headers are clear and that each row of data sits in the right column, with no shifted cells or strange characters.

Next, make sure your file is saved correctly and ready for upload.

  • Confirm the file format is .csv and not another format like .xls or .xlsx.
  • If you make any edits, save the file again as CSV to keep it compatible with Charitable’s import tool.

You do not have to rename every column to match Charitable exactly, because you will map each column to the right field during the import step.

Step 3: Import your data into Charitable

Now you are ready to bring your GiveWP data into Charitable using the import tool in your WordPress dashboard. This process uses the CSV files you just reviewed and lets you map each column to the right fields in Charitable.

Log in to your WordPress dashboard as an administrator.

Go to Charitable » Tools » Import.

Charitable csv import for GiveWP

On this screen, you’ll see a menu with options that include Charitable, GiveWP, GiveButter, and CSV. Open the GiveWP tab.

Here, you will see options to upload a CSV file and choose what type of data you are importing, such as donors or donations.

Step 4: Upload your CSV file in Charitable

You can import Donations into specific campaigns inside Charitable. Choose your campaign and then click the Upload File button to select the donation file on your computer.

Then choose the Import GiveWP Donations button to import your donation records.

GiveWP import donations

Donations will be brought over from GiveWP with all their original information. Charitable will not overwrite any previous donations.

Next you can also import Donors. Use the Upload File button to choose the donors file you exported from GiveWP.

GiveWP upload csv donor files in Charitable

Click the Import GiveWP Donors button and Charitable will do the rest. Once the import is complete, you will see a confirmation message telling you how many records were imported successfully.

After the import finishes, it is important to check that everything looks right in Charitable.

  • Go to Charitable » Donations to review your imported donations and confirm that amounts, dates, and campaigns look correct.
  • Go to Charitable » Donors and Charitable » Campaigns to check that donor names, emails, and campaign titles appear as expected.

If something looks off, such as missing donors or incorrect amounts, compare a few records in Charitable with your original GiveWP CSV file to see if a column may have been mapped to the wrong field during import.

Step 5: Clean up and Testing

Once you are happy with your migrated data, you can do a quick cleanup and final test.

  • Make a small test donation on your site to confirm that Charitable is recording new donations correctly.
  • When you are confident everything is working and your data is safely in Charitable, you can deactivate or remove GiveWP if you no longer need it in your WordPress site.

Next Steps in Charitable

Once your data is safely in Charitable, you are ready to start using your new donation tools to grow your fundraising. Charitable gives you flexible campaigns, easy donor management, and powerful options for collecting and tracking donations in your WordPress dashboard.

Here’s a quick guide to Get started with Charitable as well as to Create Your First Campaign »

Here are a few helpful things to do next:

  • Create or tweak your campaigns under Charitable » Campaigns so they match your current appeals and goals.
  • Add your donation forms to key pages on your site so visitors can give quickly and easily.
  • Explore features like donor dashboards, recurring donations, and email receipts to give supporters a smooth giving experience.

With your GiveWP data migrated and Charitable set up, you can focus on what matters most growing support for your mission.

GiveWP vs Charitable – Frequently Asked Questions

Do you have a question about Charitable vs GiveWP? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

What makes Charitable different from GiveWP?

Charitable is built by a team that understands the struggles and needs of non-profits like yours. We’ve specifically designed the plugin to meet the everyday needs of nonprofits, providing all essential fundraising tools in one platform, without hidden fees, confusing add-ons, or artificial limits. Here are the main differences:

  • Affordable Pricing – Charitable costs significantly less than GiveWP starting at just $69 for the entire year.
  • Generous Free Plan – Everything you need to start fundraising is included free and you can upgrade as you grow
  • More Payment Options – Wider range of payment gateway integrations including global and local providers
  • All-Inclusive Plans – No expensive add-ons needed; features come standard

Are there any limits on the number of campaigns or donation forms with Charitable?

No. Charitable lets you create unlimited donation campaigns and forms from day one – no paid upgrades or restrictions.

Can I manage recurring donations with Charitable?

Yes! Charitable includes robust recurring donation features so your supporters can contribute weekly, monthly, or on a custom schedule, helping you achieve a reliable, steady income. You need a Plus plan that costs just $99 per year, which is a steal compared to GiveWP’s pricing of $399 per year.

What’s the price difference between Charitable and GiveWP?

GiveWP is way more expensive compared to Charitable.

Charitable starts at just $69 per year (renews at $149) for essential features like unlimited donation forms, full donation management, reports, PDF receipts, and emails. GiveWP starts at $399 per year for similar features.

Does Charitable integrate with my favorite tools and services?

Charitable works seamlessly with many popular platforms, including MailChimp, ActiveCampaign, Constant Contact, HubSpot, MailPoet, Zapier, and more.

Is Charitable easy to set up and use?

Yes. Charitable is designed to be easy for anyone to use – no coding and beginner-friendly. We’ve included a setup wizard that guides you through the process so you can set up and launch your first campaign in minutes, not hours, not days!

What kind of support does Charitable offer?

Lite users can post questions in the WordPress support forum. Charitable Pro plugin customers can reach out to us through the support channel. You’ll receive friendly, responsive support from a team experienced in helping charities succeed. We’re here to answer questions and resolve any issues quickly.

Will Charitable continue to get new features and updates?

Yes. At Charitable, we are always listening to and actively seeking your feedback to make our platform even better. We are constantly innovating – adding new features, enhancing existing tools, and regularly updating our plugin to ensure compatibility with WordPress updates. Every improvement and security enhancement is driven by real feedback from nonprofits like yours.

Does Charitable Work With AI Assistants?

Yes. Add the free WPVibe plugin to your site, and ChatGPT, Claude, Cursor or any other assistant that supports MCP can build campaigns, record offline gifts and answer questions about your fundraising in plain English, while your donor records stay in your own WordPress database. See how AI assistants work with Charitable.

Can I Move My GiveWP Data to Charitable?

Yes. Charitable’s import tool brings over your campaigns, donations and donors, so you don’t start from zero. Our guide on how to switch from GiveWP to Charitable walks you through each step.

Can Your Team Do the Migration for Me?

Yes, and it costs nothing. With our White Glove Migration service, our team moves your donors, donation history and campaigns into Charitable while you keep working on your mission. Qualifying GiveWP customers can also get their first year of the Charitable Pro plugin free.

Will My Recurring Donors Have to Sign Up Again?

No. Our migration team moves your active recurring plans across, so your monthly donors keep giving without doing anything. Recurring donations are in the Charitable Pro plugin, Plus plan and higher.

Can I Keep Using My Stripe or PayPal Account?

Yes. You connect the account you already have, and donations go straight from Stripe, PayPal or your other gateway to your bank account. Charitable never holds your money.

What Happens to My Price When I Renew?

You keep your plan and your price. We never move you onto a different plan at renewal, and you can upgrade or downgrade whenever you choose.

Is There a Money-Back Guarantee?

Yes. Every paid plan comes with a 14-day, 100% money-back guarantee, no questions asked.

Can I Edit Donation Records in the Free Version?

Yes. The free version of Charitable lets you add, edit and delete donation records, which GiveWP’s free version does not allow. That makes it easy to fix a typo or log a check that came in by mail.

Who Owns My Donor Data?

You do. Every campaign, donation and donor record lives in your own WordPress database, and you can export it to a CSV file whenever you like.

Does Charitable Take a Cut of Each Donation on Paid Plans?

No. On a paid plan, you pay the yearly license and your payment processor’s standard fees, and Charitable takes no percentage of any gift.

Can Donors Cover the Processing Fees?

Yes. Charitable’s Fee Relief feature adds a checkbox to your donation form so donors can cover the processing cost, and your organization receives the full gift. It’s in the Charitable Pro plugin, Plus plan and higher.

Does Charitable Work for Charities Outside the US?

UK charities can collect Gift Aid declarations on the Plus plan and higher, and paid plans add gateways like Mollie, GoCardless and Razorpay for donors in Europe, the UK and India.

Can My Supporters Raise Money for Us?

Absolutely. With Charitable’s Peer-to-Peer Fundraising feature, supporters create their own fundraising pages under your campaign and share them with friends and family. It’s in the Charitable Pro plugin, Pro plan and higher.

Can Donors Download Their Own Receipts?

Yes. The Donor Dashboard gives each donor a private page on your site to view past gifts, download PDF receipts and manage recurring donations. It’s in the Charitable Pro plugin, Basic plan and higher.

Friendly gray robot beside a chat window with green and blue speech bubbles indicating a chatbot interaction.

Charitable Now Works With the AI Assistant You Already Use

This is the most fun thing we’ve shipped all year, and you have to try it. You can now use ChatGPT, Claude, or any AI assistant you’re already using to build and launch fundraiser campaigns.

You can create donation records, manage donor profiles, fetch data, and get fundraising reports too. Simply connect your AI agent, and start asking for what you want.

No Charitable addon needed, no coding, and no elaborate setup. Anyone can do it!

More Information

Here are some of the more popular “how to” guides and help articles for new users:

Want more fundraising tips and nonprofit advice?

We regularly share practical guides, proven strategies, and insider tips to help you raise more funds and build stronger donor relationships. Join thousands of nonprofits who get our best content delivered straight to them:

No fluff, just actionable advice from people who understand the challenges you face every day.

Helpful Links

🤝 Get help when you need it

Connect with Customer Support →

📑 Find the guide you need

Browse the Documentation Hub →

⬇️ Download proven strategies, campaign ideas, and expert tools

Get the Fundraising Kit →

🔗 Let your AI Assistant do the fundraising work for you.

Connect Charitable to your AI assistant →

💸 Get Free Fundraising Resources
Head to the Charitable Fundraising Hub →

🤔 Got questions about Charitable?
Charitable FAQs →

Need help understanding non-profit terms and jargon?
See our Non-Profit Glossary →

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.