Charitable Blog

Everything you need to know about Charitable and our team.

Introducing fixed term recurring donations

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

Last updated on

  • By

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.

See It in Action

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.

Frequently Asked Questions

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.

For Agencies and Developers

Hooks, Filters, and Full Customization

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 →

Not Yet a Charitable Pro User?

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.

Get Charitable Pro →

Stay Connected for More Nonprofit Resources

For more tutorials and videos tailored to nonprofits, subscribe to our YouTube channel. We regularly publish expert tips, step-by-step guides on online donations, fundraising strategies, and practical resources to help your organization succeed.

🗞️ Get weekly tips and exclusive guides in your inbox
Join our newsletter →  

🎥 Watch step-by-step tutorials and success stories
Subscribe to our YouTube channel →  

👩🏽‍💻 Connect with our community and get daily nonprofit insights
Follow us on LinkedIn →

🥳 Fun reels and non-profit insights
Follow us on Instagram → 

👀 Insightful & fun videos to help you grow your cause
Follow us on TikTok→  

🌎 Subscribe and follow for general fundraiser tips
Get Fundraiser Tips on TikTok → 

Powerful Fundraising Resources

⬇️ Download proven strategies, campaign ideas, and expert tools
Get the Fundraising Kit →  

💸 Get Free Fundraising Resources
Head to the Charitable Fundraising Hub

🤔 Got questions about Charitable?
Charitable FAQs

🏎️ Take Charitable for a spin
Create your Charitable Demo

Understand non-profit terms and jargon
Non-Profit Glossary

% Looking for non-profit deals and discounts?
Best Non-Profit Deals and Discounts →

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

Leave a Reply

Your email address will not be published. Required fields are marked *

Get free tips and resources right in your inbox, along with 60,000+ others

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Featured Video:

Watch more videos on our YouTube channel.

What's New In Charitable

View The Latest Updates
🔔 Subscribe to get our latest updates
📧 Subscribe to Emails

Email Subscription

Join our Newsletter

We won’t spam you. We only send an email when we think it will genuinely help you. Unsubscribe at any time!

Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
Integration page builder

👉🏻 New in Charitable: Native Elementor Widgets for Seamless Campaign Building

With native Elementor widgets, you design donation campaigns right alongside the rest of your page without touching code. Here’s how it works, and why it’s worth turning on today.

Create fundraising pages that are VISUAL, NATIVE, AND SHORTCODE-FREE. You can also:

⚡ Mini Donation: Add a compact, high-converting donation widget with preset amounts and full color control.

⏳ Campaign Countdown: Build urgency for a deadline-driven appeal, complete with optional confetti when the goal is hit.

📣 Donation Feed: Prove momentum by showing visitors the social proof of real people giving right now.

🏆 Donor Leaderboard: Celebrate top supporters with gold, silver, and bronze styling to spark friendly giving.

🖼️ Campaign Showcase: Feature multiple campaigns in a landing page grid or carousel, with search, filters, and badges.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Left side shows a donation receipt with donation number, date, total, and payment method for a  gift to Anywhere, titled 'One Family Gets Clean Water For A Week.'

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.