DONOR DASHBOARD

Give Donors A Self-Service Portal and Save Hours of Admin Work

Let donors manage their own profiles, update payment methods, and access donation history through a self-service portal – reducing your workload while improving donor satisfaction and retention.

Donor Dashboard

Everything Donors Need to Manage Their Giving in One Place

Give your supporters a complete self-service experience with features that make donating easier while reducing time spent on donor support requests.

Donors can log into their own portal. Set it up in a few clicks – no coding.

Let donors update their own contact, address, and social links, keeping your database accurate.

Supporters can add, update, or remove payment methods on file.

Give donors the power to adjust, pause/resume, or cancel their recurring gifts without contacting you.

Secure password recovery lets donors regain account access independently without support tickets.

Donors choose what information appears publicly and what stays private on their profile.

Add new fields to donor profiles according to the information you’d like to collect from donors.

Supporters see which campaigns they’ve contributed to and track their impact over time.

Your donor dashboard works perfectly on any device so supporters can manage giving anywhere.

Allow donors to access their dashboard via email magic link without requiring a WordPress login.

Supporters who create peer-to-peer campaigns can manage their fundraising pages from their dashboard.

You get a guided tour and a setup wizard to help you get started.


See The Donor Dashboard In Action

Why You’ll ❤️ The Donor Dashboard From Charitable

There’s a reason Charitable has 1+ million downloads and is trusted by non-profits around the world. It’s the only all-in-one donation solution at an incredibly affordable rate – saving you time while keeping supporters happy and engaged. Here’s why you’ll love how effortless the donor dashboard is with Charitable:

donor profile management

Self-Service Options

Save Hours Every Week on Support Requests

Your team spends too much time answering the same questions. Donor emails asking for receipts, wanting to update payment methods, or needing donation history.

With our donor dashboard, supporters handle these tasks themselves. They download their own receipts, update their information, and manage recurring donations without contacting you. You’ll spend less time on administrative work and more time on what matters most.

Self-Service Tools

Automated Receipts

Reduced Support Emails

No-Code Setup

Launch Your Portal Without Technical Headaches

Setting up a donor portal usually requires developers, expensive custom coding, and weeks of testing. Most nonprofits can’t afford that investment or don’t have the technical skills on staff.

Charitable’s donor dashboard works right out of the box. Install the plugin, activate the feature, and your donors get instant access. No coding needed, no technical expertise required. You’ll have a professional donor portal running in minutes, not months.

Quick Setup

No Coding Required

Works Immediately

enable donor dashboard
update payment feature

Updated Payment Information

Reduce Cancelled Donations with Simple Payment Updates

Recurring donations often fail because credit cards expire or payment details change. When donors can’t easily update their information, they abandon their recurring gifts rather than reaching out for help.

Your donor dashboard lets supporters update payment methods in seconds. They can swap expired cards, change billing addresses, or update bank details without any hassle. You’ll keep more recurring donors active and reduce the revenue you lose to payment failures.

Easy Payment Updates

Fewer Failed Donations

Higher Retention Rates

Organized Donor Data

Get The Data You Need With Custom Fields & Tags

Add custom fields that appear in your donation form and donor profile. This enables you to get the information you need to personalize your donor’s experience.

You can add notes to donor profiles that only you can view. Plus, you can create and assign tags like “important” or “flood relief” to categorize donors and make them easily searchable.

Custom Fields

Organized Data

Profile Management

custom fields and tags

Here’s What Our Customers Have To Say

Charitable Donor Dashboard –
Frequently Asked Questions

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

Explore More Features

Peer to Peer Donations

Donor Profiles

Get auto-generated data-rich profiles for every donor.

Auto-updated every time they donate

Manual entries

Custom fields

Donor Management

DonorTrust

Build confidence in your school community with a real-time donation feed

Showcase recent donations in neat notifications

Build community trust and nudge hestitant donors

Automatically updates in real-time

Donor Leaderboard

Convert one-time donors into loyal, long-term supporters.

Recognize top donors

Automated process

Customizable boards

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What's New In Charitable

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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.

New Payments

⚡ 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.

Visit this page to learn more.

Integration New

🎉 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.

Visit this page to learn more.

New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.

GiveWP Migrations New

🧤 White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.