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

Get the best WordPress fundraising plugin today

Join over 10,000+ smart website owners who trust Charitable for their donation websites.

What's New In Charitable

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Improvement Migrations

↔️ Importing From GiveWP, Donorbox, GiveButter… even CSV!

Whether you’re migrating from another platform or consolidating your records, moving your data to Charitable is now faster and more flexible than ever. We’ve streamlined the process so you can bring over your entire fundraising history in just a few clicks.

🔄 Native GiveWP, Donorbox, & GiveButter Support: Switching from a major platform? Our dedicated migration tools handle the heavy lifting, automatically mapping your donors and donations directly into Charitable—no technical skills required.

📂 Universal CSV Import: Moving from a custom system or a specialized CRM? If you can export it to a CSV, you can import it here. Our smart mapping tool lets you align your columns to Charitable fields like names, emails, phone numbers, and addresses in seconds.

Instant Donor Profiles & Custom Tags: Automatically create rich donor profiles and bring in custom tags to keep your data organized. Segment and engage your supporters from day one with a clean, professional database structure.


Ready to make the switch?

Check out our GiveWP Migration Guide

Learn more about our Import Tools

Improvement Payments

💳 New Braintree Features For Your European Donors

With the release of Braintree addon version 1.3.0, you can now empower your European donors with the payment methods they trust and prefer, making giving seamless for international supporters.

🌍 Six New European Payment Methods: Support popular local options like iDEAL (Netherlands), Bancontact (Belgium), BLIK (Poland), and more to meet donors where they are.

⚡ Frictionless Donor Experience: These bank-based methods allow donors to authenticate directly with their own bank in a secure popup… no credit card numbers required.

⚙️ Automatic Currency Sync: No complex setup needed. The builder automatically displays the correct payment buttons based on your site’s currency (EUR or PLN), ensuring a relevant experience for every visitor.

Campaigns New

🖼️ Campaign Featured Images: Pro-Level Visuals Made Simple

With the new Campaign Featured Image setting in our visual builder, you now have a single, dedicated place to manage how your fundraisers look across your entire site and beyond.

🖼️ One Image, Everywhere: Set a primary thumbnail that automatically syncs to campaign grids, lists, and shortcodes—no more relying on layout order.

📱 Social Sharing Optimized: Easily upload images at the perfect size to ensure your campaigns look stunning and professional when shared on social media.

🔍 SEO & Accessibility Ready: Add custom alt text directly within the builder to improve search rankings and ensure your mission is accessible to every supporter.

Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.