Charitable Documentation

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

Setting up a Stripe Webhook

Note: Most of the time, you will not need to create a Stripe webhook manually, as Charitable will set one up for you automatically. However, if something goes wrong with that process, you can follow the steps below to (re)set up your webhook manually or to confirm your webhooks exist in Stripe.

What is a webhook?

Webhooks allow Stripe to send messages to your website when certain “events” take place. For example, if a payment is refunded in Stripe, Stripe can automatically send a notification to your webhook to let it know.

Charitable uses webhooks to automatically process refunds, mark recurring donation subscriptions as active (with Recurring Donations) and check the status of accounts created with the Stripe Connect integration.

How to create your webhook

To set this up, you will need to register a new webhook in your Stripe account.

Example look of what the Stripe webhooks interface looks like 2024

  1. Log into your Stripe dashboard.
  2. Find the “Developers” link at the top of the page.
  3. Click on the Webhooks tab.
  4. Click on Add endpoint.
  5. The URL for the webhook endpoint will take either of the following two forms:
    • https://yoursite.com/charitable-listener/stripe
    • https://yoursite.com/?charitable-listener=stripe
  6. For the “Events to send” setting, select “receive all events” or enter the following:
    • invoice.payment_action_required
    • checkout.session.completed
    • charge.refunded
    • invoice.created
    • invoice.payment_failed
    • invoice.payment_succeeded
    • customer.subscription.updated
    • customer.subscription.deleted
    • payment_intent.payment_failed
    • payment_intent.succeeded
  7. Click Add endpoint.

Once you have added that, Stripe will automatically start sending messages to your website, and Charitable will pick those up and handle the rest.

Note that if you have test mode enabled on your website, you should create a separate webhook endpoint for the test data. To do that, first toggle on “View test data” mode in the Stripe dashboard and then follow the steps above to add the endpoint.

Still have questions? We’re here to help!

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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.

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.