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Introducing fixed term recurring donations

Introducing Fixed-Term Subscriptions: Recurring Donations That End Right on Schedule

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Some of your most committed supporters do not want to give forever. They want to fund a capital campaign, pledge twelve monthly gifts before the year ends, or support a specific project until it is finished. Then they want to stop, cleanly, on their terms.

Until now, every recurring donation in Charitable ran indefinitely. That meant someone on your team had to remember to cancel each subscription by hand when the commitment ended. Miss the date, and a donor who already completed their pledge gets charged again. Fix it manually, and you have just spent twenty minutes on something that should have taken zero.

Charitable Recurring Donations 2.2.0 introduces Fixed-Term Subscriptions. 🎉

Set the commitment once, and Charitable ends it on schedule for you, automatically, at the gateway level, with confirmation sent to your donor.

Fixed-Term Subscriptions in the Charitable dashboard showing a recurring donation set to end after 12 payments

Why This Changes Everything for Your Fundraising

Here is something fundraisers have known for a long time: a recurring gift that ends on its own is far easier to ask for than an open-ended subscription.

When you ask a donor for “monthly support,” many hesitate. They picture a bill that runs forever and wonder what canceling it will feel like. When you ask for “12 monthly gifts to fund our scholarship program,” the math is clear, the commitment is bounded, and the answer comes faster.

Fixed terms turn pledges, installment giving, capital campaigns, and anniversary programs into something you can actually run inside Charitable, without spreadsheets, without calendar reminders, and without manual cancellations. Your admin time goes down. Your donor conversion rate goes up.

When You Would Use This: Fixed Term vs. Indefinite

Not every recurring giving program needs a term. Here is a quick guide to help you decide which approach fits each campaign.

If you’re running…UseWhy it works
An annual pledge drive – “Give $50/month for 12 months”Fixed term: 12 paymentsThe pledge ends itself. No one gets charged after it’s fulfilled.
A capital campaign with a hard close dateFixed term: end dateCharitable stops the giving when the campaign closes. No manual cancellations.
A matching gift window – “we’ll match every dollar for 6 months”Fixed term: 6 paymentsWhen the match expires, the subscription should too – not keep running unmatched.
A memorial or tribute fund tied to a specific yearFixed term: end dateA defined period deserves a clean, intentional close.
A first-time recurring donor challenge – “try your first 3 gifts”Fixed term: 3 paymentsA bounded ask is easier to say yes to. Great for converting one-time donors into recurring ones.
Monthly sustaining donors with no planned endIndefiniteThey intend to keep giving. No term needed.
Core program or operational supportIndefiniteThe need doesn’t expire. Let the relationship grow.

Míralo en acción

How to Set Up a Fixed-Term Subscription

Setting a term takes about thirty seconds and requires no code. Here is how it works step by step.

Step 1: Open the Recurring Donation

From your WordPress dashboard, go to Charitable » Donations and open any active recurring donation. You will see the donation details along with a Donation Actions panel on the right side of the screen.

Donation Actions panel with a cursor selecting 'Update Subscription' from the action list.

Under Donation Actions, click Update Subscription. This opens the Update Subscription screen, where you can adjust the donation amount, frequency, and now, the subscription term.

Step 2: Choose How the Subscription Ends

Subscription terms panel showing Stop after a number of payments set to 12 and an informational note about total payments remaining.

You have two options for defining the term. Pick whichever fits your campaign:

  • Stop after a number of payments: Enter a number, such as 12, and Charitable will cancel the subscription automatically after that many charges are completed. This is ideal for pledge drives, anniversary campaigns, and installment gifts.
  • Stop on a specific date: Choose a calendar date, such as June 3, 2027, and Charitable will cancel the subscription on that day. This works well for project-based campaigns with a defined end date.

Step 3: Save and Confirm

Click Update Subscription and confirm the prompt. Charitable communicates the new term to Stripe immediately. The donation log updates with the confirmation, and the new plan, including the term details, is reflected on the subscription record.

That is it. Charitable handles the rest from here.

Optional: Request Donor Approval for Changes

If you are making a change on behalf of a donor, such as updating their amount or adjusting the term, you can check Request Donor Approval before saving.

request donor approval

This sends the donor an email showing the proposed changes. They can approve or decline directly from the email, giving you a clear paper trail and keeping the donor in control of their giving.

What Your Donors See

Transparency builds trust. Fixed-term subscriptions surface the full picture everywhere a donor or admin might look.

📋 Visible everywhere: The term appears on the donor dashboard, the donation receipt, and the WP Admin screen, written in plain language like “for 12 payments” or “until June 3, 2027.” No one has to guess what the commitment was.
📊 Progress at a glance: Count-based terms show an “X of Y payments made” indicator on every view, so donors know exactly where they stand in their pledge, and so do you.
📨 Automatic completion email: When the final payment processes and the subscription completes, Charitable can send the Recurring Donation Completed email, so the donor receives a clear, satisfying confirmation that their commitment is fulfilled.

Everything That Happens Automatically

Once a term is set, there is nothing left for your team to track.

Two ways to define the end: Stop after a set number of payments, or stop on a specific calendar date. Both options are available on any recurring donation.
Automatic completion: When the term is reached, Charitable marks the donation Completed and cancels the subscription at the payment gateway. Your donor is never charged past what they agreed to.
🤝 Donor-approved changes: Term changes can flow through the existing donor approval workflow, so a supporter can confirm any modification by email before it takes effect.

Preguntas frecuentes

Can I apply a term to an existing recurring donation, or only to new ones?

Both. You can set a term on any active recurring donation through the Update Subscription screen, regardless of when it was created. There is no need to cancel and recreate a subscription to add a term.

Does this work with all payment gateways?

The Subscription Term controls currently appear for Stripe subscriptions. Exact-date cancellation uses Stripe’s native cancel_at on Charitable Pro 1.8.16 and later. A gateway-agnostic backstop handles completion on the first renewal after the term is reached for setups that do not use native Stripe scheduling.

What happens if a donor cancels before the term ends?

The donation is marked Cancelled, not Completed. Donors are not locked in by the term. If they cancel early, the term simply no longer applies and no further payments are taken.

Can donors set their own term when they make a donation?

Not at the time of donation. Terms are set and managed through the Update Subscription screen in WP Admin. Donor-facing self-service term setting from the donation form is not currently available.

Can I change or extend the term after it is set?

Yes. Open the recurring donation, go to Update Subscription, and choose a new term or adjust the payment count or end date. You can apply the change immediately or route it through the donor approval workflow so the supporter confirms before it takes effect.

Will my donor be notified when their subscription completes?

Yes, if the Recurring Donation Completed email is enabled in your Charitable email settings. When the final payment processes, Charitable sends this email automatically so the donor receives a clear confirmation that their commitment is fulfilled.

Para agencias y desarrolladores

Hooks, filtros y personalización completa

Fixed terms are built on filterable values and clear action hooks, including charitable_recurring_term_type, charitable_recurring_end_date, and charitable_recurring_donation_completed. You can adjust default behavior, modify how terms are displayed, or trigger your own logic the moment a subscription completes.

Reliable Across All Setups

Exact-day cancellation uses Stripe’s native scheduling on Charitable Pro 1.8.16 and later. A gateway-agnostic backstop guarantees the subscription still completes once its term is reached, even on older versions. Enforcement never silently fails, regardless of the payment gateway your site is running.

What’s New in Charitable

Fixed-Term Subscriptions is part of an ongoing stream of updates across Charitable. Here is a quick look at other recent additions.

  • Ambassadors 3.0: New moderation and directory screens let you see every campaign creator and ambassador in one place, approve them in one click, and generate reports or email them directly from your dashboard.
  • Razorpay Integration: Accept donations in India via UPI, scan-to-give QR codes, and major international currencies, with full recurring giving support and automatic two-way refund sync.
  • DonationGuard: Automatic fraud protection that detects card testing attacks in real time, scores traffic against your site’s normal patterns, and blocks repeat offenders without disrupting legitimate donors.
  • Automation Connect 2.0: Connect your donation forms to any external app using 17 event triggers, conditional logic across 11 fields, and 80+ data fields. Includes pre-built templates for Zapier, Make.com, HubSpot, and Slack.
  • PayPal Commerce: A modernized PayPal integration supporting six payment methods in a single connection, including Venmo, Pay Later, Apple Pay, and Google Pay.
  • Campaign Countdown: A live, real-time countdown timer for donation campaigns with full design controls and configurable expiry behavior.
  • Annual Receipts 2.0: Send year-end tax receipts to all donors in minutes with a bulk send wizard, dry-run preview, SMTP-aware batching, and a complete per-donor audit trail.
  • White Glove Migration for GiveWP: Full-service migration from GiveWP to Charitable, including donor records, transaction history, and active recurring subscriptions, handled by the Charitable team.

See the full Charitable changelog →

Get Started with Fixed-Term Subscriptions

Update to Charitable Recurring Donations 2.2.0, open any recurring donation, and set its term from the Update Subscription screen. It takes about thirty seconds and no code.

Read the Fixed-Term Subscriptions Documentation →

¿Aún no eres usuario de Charitable Pro?

Charitable powers fundraising for organizations around the world, with more than 1 million downloads. Recurring Donations, along with features like fixed-term subscriptions, is part of what makes Charitable Pro the simplest way to grow sustainable giving on WordPress.

Obtener Charitable Pro →

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David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.

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ambassadors improved Nuevo

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!

Visita esta página para obtener más información.

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David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.
Nuevo Pagos

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visita esta página para obtener más información.

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David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.
Integración Nuevo

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visita esta página para obtener más información.

avatar del autor
David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.
Nuevo Seguridad

💂‍♂️ ¡Nuevo DonationGuard 🛡️ Protege automáticamente tus donaciones!

¿Te preocupan los ataques de prueba de tarjetas o los bots de spam que inundan tus formularios de donaciones, pero no quieres arruinar la experiencia de donación para tus donantes reales? Las características de DonationGuard de Charitable incluyen:

🛡️ Detección de bots en tiempo real: Supervisa activamente cada envío de donación en busca de cinco señales de ataque distintas sin ralentizar a tus donantes humanos.

📊 Puntuación inteligente del tráfico: Evalúa instantáneamente la actividad frente a una base de referencia aprendida de los ritmos normales de donación de tu sitio para detectar pruebas de tarjetas sigilosas y de goteo lento.

🚨 Alertas por nivel de gravedad: Abre inmediatamente "Registros de ataques" estructurados y te notifica por correo electrónico y alertas de administrador en el momento en que una campaña comienza a recibir ataques.

🎯 Defensa con un clic: Implementa seguridad instantánea utilizando el ajuste preestablecido "Configuración recomendada" para activar los módulos Honeypot, Time Trap y Rate Limit a la vez.

🚫 Listas de bloqueo automatizadas: detenga permanentemente a los infractores reincidentes bloqueando automáticamente las direcciones de correo electrónico sospechosas según sus reglas personalizadas.

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David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.
GiveWP Migraciones Nuevo

🧤 Servicio de migración Guante Blanco para GiveWP

¿Estás pensando en cambiar tu plataforma de recaudación de fondos de GiveWP a Charitable, pero no quieres arriesgarte a perder tus datos ni a encargarte tú mismo de una configuración técnica compleja? El Servicio de Migración "White Glove" de Charitable incluye:

👥 Mapeo impecable de donantes: Transfiere de forma segura toda tu base de datos de colaboradores sin pérdida de datos.

📊 Historial financiero completo: Conserva meticulosamente cada transacción histórica para una presentación de informes continua y precisa.

🔄 Donaciones recurrentes sin interrupciones: Transfiere de forma segura las suscripciones activas sin interrumpir tus ingresos ni requerir que tus donantes actualicen su información.

💳 Cero interrupciones en la pasarela de pago: Sigue usando Stripe, PayPal o cualquier otro procesador compatible con GiveWP que ya te guste.

🚀 Configuración técnica experta: Relájate mientras nuestro equipo se encarga de la instalación y configuración de tus formularios. Además, los usuarios que cumplan los requisitos obtendrán un año completo de Charitable Pro gratis.

Visita esta página para obtener más información.

avatar del autor
David Bisset Director de proyecto
David es el director de proyecto de Charitable desde 2022. David trabaja con varias organizaciones sin fines de lucro (una gestionada por su esposa) además de gestionar y desarrollar funciones, soporte y marketing para Charitable. Ha estado con WordPress desde 2006 y ha sido organizador principal de múltiples conferencias, eventos y reuniones.