Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

Setting Up Payment Gateways

Getting your payment gateways set up is one of the most important steps in launching your fundraising campaign with Charitable.

In this guide, we’ll walk you through the steps to enable, connect, and configure your payment gateways in Charitable, so you’re ready to start accepting donations right away.

Payment Gateways in Charitable

Charitable supports a wide range of popular gateways so you can offer donors the options they trust and prefer. 

Charitable provides four payment gateways out of the box:

In addition, you can purchase gateway extensions for the following payment gateways:

If you’d like a video walkthrough, watch our tutorial below that covers step-by-step details from setting up a campaign to accepting payments.

Below, we’ll show you how to enable and disable gateways as well as set up specific gateways for your site.

How to Enable Payment Gateways

You can enable or disable your payment gateway with just a click. Go to Charitable » Settings and open the Payment Gateways tab.

Charitable payment gateway settings

To enable a gateway, click on the Enable Gateway button in its block.

Once a gateway is activated, this button is replaced by a Disable Gateway button that can be clicked to turn off the payment gateway.

Configuring gateway settings

When you enable a gateway, a green Gateway Settings button will appear for that gateway. Click on this button to enter the settings for that specific gateway.

On the next page, you may either need to sign into your payment gateway account or add API keys to get connected.

Access gateway-specific documentation for details about setting up your chosen gateway(s). Choose your gateway from the list below:

Using Offline Donations

With Charitable, you can easily accept and manage offline donations, like checks, cash, or bank transfers, right alongside your online gifts.

Enable Offline Donations in your payment gateway settings.

Enable offline donations

Use the Gateway Settings button to go to the next page, where you can clearly explain how donors can give by check or bank transfer directly on the donation form.

You can add custom instructions (e.g., who to make checks payable to, where to send them, or bank details for wire transfers).

Add instructions for offline donations

Once you receive an offline donation, add it manually in your Charitable dashboard so it’s counted toward your goals and included in your reports.

When you record an offline donation, Charitable can send a personalized email receipt (just like with online donations), making every supporter feel appreciated.

All your donations—online and offline—will appear in your reports, so you always have a complete view of your fundraising progress.

Learn how to set up Offline Donations here »

Using Easy Digital Downloads gateways

With our EDD Connect extension, all donations are made through the EDD checkout. You can manage your payment gateways through the EDD Settings; Charitable’s gateways will not be used.

Find out more: EDD Connect Documentation

Get More Information

Here are some of the more popular “how to” guides and help articles for you:

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FAQs on Payment Gateways in Charitable

Which payment gateways does Charitable support?

Charitable includes Stripe, Square, PayPal, and Offline Donations by default. For additional options, we offer premium extensions for Authorize.Net, Braintree, Mollie, GoCardless, Windcave, Payfast, Payrexx, Paystack, and PayUMoney to match your donors’ preferred payment methods.

What’s the difference between Charitable Lite and Pro?

Charitable offers a Lite version, which is free to use. You’ll only incur a 3% fee on your transactions from our end. We also offer a Charitable Pro plugin that comes with advanced features such as recurring donations, donor management, donor portal, and much more. With Pro, there are no Charitable fees on transactions. See the difference between Charitable Lite vs Pro »

How do I upgrade to Charitable Pro?

Follow our guide here: How to Upgrade to Charitable Pro.

How do I enable or disable a payment gateway?

Navigate to the Charitable » Settings » Payment Gateways tab. Click “Enable Gateway” to activate a payment method or “Disable Gateway” to turn it off. We recommend enabling multiple gateways to give donors more payment options and reduce cart abandonment.

What’s involved in configuring my payment gateway settings?

After enabling a gateway, click the green “Gateway Settings” button to connect your account. You’ll typically need to authenticate with your payment provider or enter API keys. Test your setup with a small donation before launching your campaign to ensure everything works smoothly.

How do offline donations work with Charitable?

Enable Offline Donations to accept checks, cash, or bank transfers. Add clear instructions on your donation form explaining payment methods, mailing addresses, and bank details. When you receive offline gifts, manually record them in your dashboard to maintain accurate fundraising totals and send proper receipts.

Will my fundraising reports include both online and offline donations?

Yes, all donations—regardless of payment method—appear in your reports and count toward campaign goals. This gives you a complete picture of your fundraising progress and helps with donor stewardship and tax reporting.

What if I’m already using Easy Digital Downloads for payments?

Our EDD Connect extension integrates seamlessly with your existing EDD setup. All donations process through EDD’s checkout system using your current payment gateways, while Charitable handles the fundraising campaign management and donor tracking.

Where can I get help setting up specific payment gateways?

In this guide, we’ve provided detailed setup guides for each supported gateway, including screenshots and troubleshooting tips. These step-by-step tutorials cover common issues like API key configuration, webhook setup, and testing procedures to get you accepting donations quickly.

What should I do if donors are having trouble completing their donations?

First, test your donation process yourself to identify any issues. Common problems include outdated API keys, incorrect webhook URLs, or gateway-specific settings. Check our troubleshooting guides for your specific payment gateway, and consider enabling multiple payment options to give donors alternatives.

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Have more questions? If you are a Lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums. If you have an active license, feel free to reach out to us directly for priority support.

Still have questions? We’re here to help!

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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.

automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.