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.

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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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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.

Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!