Charitable Documentation

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

How to Upgrade to the Charitable Pro Plugin

This guide will walk you through the simple steps to upgrade from Charitable “Lite” to a paid license, unlocking even more powerful features to support your non-profit, cause, or fundraising website. The upgrade process is straightforward and will ensure a seamless transition without losing any of your existing donation campaigns and records.

Purchasing a Charitable Pro License

To begin, visit our Charitable Pro Plans page. This page details all the enhanced features available with our paid license levels, specifically designed to help you achieve your fundraising goals. Take some time to review the options and see which best fits your organization’s needs.

Once you’ve found the right plan, click the Get Started button to proceed to checkout.

Charitable plan features

On the checkout page, we automatically apply a discount for your first year for upgrading to our Pro plugin. You will need to enter your account and payment information.

Auto applied discount on pro checkout

After completing all the required fields, click the Complete Checkout button to finalize your order. Once processed, you will see a receipt of your purchase on screen with a link to go to your Charitable Pro account.

Note: This receipt and the information you need to get started will also be sent to the email address you provided.

Accessing Your Charitable Pro Account

When you complete your purchase, a Charitable Pro account is automatically created for you to access your plugin downloads, license keys, receipts, and customer support any time you need.

In the receipt you see on your screen, click on “in your account” and it will take you to your account dashboard.

Charitable purchase confirmation receipt

When you open your account, the first thing you want to do is visit the Profile tab in your account. Here you’ll see your personal information that you entered in the checkout form.

Charitable profile tab in account dashboard

Scroll down to the password section and set a new password for your account. Keep a note of your credentials safely so that you can log back in when you need.

Change your password in Charitable account dashboard

Now head over to the Downloads tab and you’ll see a license key there. Click on the clipboard icon to copy this key and keep it ready for the next step.

Charitable license key in account

Important Note: Once you’ve purchased your license, you simply need to add the license key to your Charitable plugin settings in WordPress. This will automatically install the paid version of the plugin for you.

Activating The Charitable Pro Plugin

Note: The following steps are for self-hosted WordPress websites.

Make sure you are using the latest version of Charitable “Lite” (1.8.5+). If you are not, it’s best to upgrade to the latest version before you begin. If you have a long standing Charitable “Lite” install you might need to do a manual installation.

Log in to your WordPress website and go to Charitable Pro » Settings. On this page, you will find a field labeled License Key.

Verify charitable license key

Paste the copied key into this field and click the Verify Key button.

The automatic verification process will begin. Once your license key is verified, you will be redirected to a new screen asking for confirmation to proceed.

Charitable_connect

Click the Connect and Install Charitable Pro button to start the installation.

The paid plugin will now be automatically installed. This might take a few moments. Once complete, you will see a success message.

Charitable_connect_success

Note: If the automatic installation fails, it could be due to restrictions set by your hosting provider. In this case, you’ll need to manually install the paid version. The paid version of Charitable Pro is available on your download tab when you view your account on wpcharitable.com, just like any paid addons and extensions. You can refer to this guide here for more information.

After clicking OK on the success message, you will be redirected back to the Charitable Pro settings page. The paid version is now installed and ready to use.

You should see that your license key is verified and your license type is displayed.

Deleting The Old Charitable Plugin

Once Charitable Pro is successfully installed, you can safely delete the old version from your WordPress plugins page.

All your existing donation forms and settings will be automatically managed by the paid plugin, so no data will be lost by deleting the free version.

Navigate to the Plugins » Installed Plugins page in your WordPress admin menu. Now, find the deactivated Charitable plugin and click the Delete option.

Delete Charitable lite

That’s it! You’re all set to use Charitable Pro!

Frequently Asked Questions

Here are some common questions about upgrading to Charitable Pro.

Will my existing donation campaigns from Charitable Lite still be available after I upgrade?

Yes! After installing Charitable Pro and deleting the old plugin, all the donation forms and campaigns you created will still be there and fully functional.

What are the different plans available in Charitable Pro?

Charitable Pro offers flexible pricing tiers:

  • Basic ($69/year)- Perfect for small organizations
  • Plus ($99/year) – Ideal for growing nonprofits
  • Pro ($199/year) – Best for peer-to-peer and crowdfunding causes
  • Elite ($299/year) – Best for established charities and agencies

Each tier includes progressively more features and capabilities to match your organization’s needs.

Which plan do I need for Recurring Donations?

The recurring donations feature is available in Plus, Pro, and Elite. 

Is there a money-back guarantee?

Yes! Charitable Pro comes with a 14-day money-back guarantee. If you’re not completely satisfied with your Pro purchase, you can request a full refund within 14 days of your purchase – no questions asked.

Is there customer support available with Pro?

Absolutely! All Pro plans include customer support:

  • Basic and Plus plans get standard support with 48-hour response time
  • Pro and Elite Plans get priority email support with same-day response

Will I lose my data if I upgrade?

No, upgrading from Lite to Pro is seamless and preserves all your:

  • Existing campaigns
  • Donor information
  • Campaign settings
  • Donation history
  • Website customizations

The upgrade simply adds new features without affecting your current data.

Congratulations! You have now successfully upgraded to Charitable Pro and can access a wide range of additional features designed to enhance your fundraising efforts.

We encourage you to explore the new Pro Plugin’s features available to create even more impactful donation forms for your cause.

Still have questions? We’re here to help!

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