Charitable Documentation

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

Usage Tracking

Usage tracking for Charitable helps us better understand our users and their website needs by looking at a range of server and website environments. This allows us to continuously improve our product as well as our Q&A / testing process.

You can help us by navigating to Charitable Settings -> Advanced in your WordPress dashboard and opt into usage tracking by turning on the “Usage Tracking” option and clicking the “Save” button on the page. This option is also available on the Charitable checklist and the onboarding wizard when you first install the plugin.

Below, you will find a description of what information will be included once you have saved this setting.

  • PHP Version: so we know which PHP versions we have to test against (no one likes whitescreens or log files full of errors).
  • WordPress Version: so we know which WordPress versions to support and test against.
  • MySQL Version: so we know which versions of MySQL to support and test against for our custom tables.
  • Charitable Version: so we know which versions of Charitable are potentially responsible for issues when we get bug reports, allowing us to identify issues and release solutions much faster.
  • The SERVER_SOFTWARE variable in PHP: combined with an Charitable option called SAS are used to parse out which web hosting companies our users are using. We use this to determine the top hosts users are using and make sure that we have testing accounts with those hosting companies, so we can properly test our new releases with various host environments. This also helps us identify conflicts with specific hosting providers so we know which hosts to work with to fix the issue if it’s a server configuration issue.
  • Theme/Plugin names and versions: So we know which themes and plugins to support and test against. Charitable runs on many websites. While we can’t test with all 50,000+ plugins, we do our best to test against the top plugins from this list.
  • License key and email and url: If you’re an Charitable customer, then we use this to determine if there’s an issue with your specific license key, and to link the profile of your site with the configuration of authentication to allow us to determine if there’s issues with your Charitable authentication.
  • Charitable settings: So we know which settings people are using, allowing us to determine potentially which new settings or areas of Charitable people want us to expand on, and which settings people aren’t using.
  • Site and user count and is multisite: This allows us to gauge how important it is to support specific types of multisites like multi-network and similar styles of configuration and gauge how much we need to scale our servers before launching features like author tracking dashboards that are correlated to the number of users on a site using it in terms of scale.
  • Campaign and donation information: We anonymously collect general info on total amount of campaigns and donations along with what gateway(s) were used. We do not collect information on individual campaigns or donations and purposely remove any data that we could identify as personally identifiable. For additional privacy we not store access logs on our server so that the IP Address of your site is not connected to your site’s unique ID.
  • Usage tracking config: The Charitable option that contains the information on when the usage tracking data-sync will happen (once a week), so we can gauge the server load for the usage tracking servers.

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.