We’ve been working hard behind the scenes to bring you a new and more powerful plugin to help you streamline your fundraising, get more donations, and manage it all with ease.
We’re so excited to introduce this brand-new plugin that’s designed to revolutionize your fundraising experience.
We’ve integrated our most popular add-ons into the plugin to make things easier for you. Whether you’re a beginner or a seasoned website owner, it will be a lot easier now to explore and use all of the plugin’s features that are available to you.
The plugin also comes with new features that will enhance the experience of your donors, making it easier for them to give regularly and manage contributions on their own.
Let’s dig into the headlines! Here are the new features we’ve launched:
New Donor Management System
Charitable Pro comes with a brand new Donor Management System that gives you a comprehensive overview of your donor base.
In your WordPress menu, you’ll find a new Donors tab. This gives you easy access to view and manage key donor information. You’ll see a list of all your donors along with their details such as email, donations, number and type of donations. They’ll also be tagged with a crown if they are top donors.
Charitable also gives you the ability to edit their profiles, send them an email, or delete their record.
For every donor, you can access their dedicated profile page to get deeper insights into their donation history as well as the donor themselves.
Here, you can manage key donor information. You can add multiple emails and addresses, vital details such as their birthday, contact consent, and primary language. You can even create your own custom profile fields.
There’s more. You can now manage everything about a donor under one roof. You’ll see a section with their donation records, campaigns, comments, referrals, social profiles, and any notes you may add to their profile neatly organized for you.
You can do everything with just a click, including editing their donations, downloading CSV files of their entire donation history, and downloading PDF receipts for individual donations.
Note: If you have Annual Receipts (available in our Plus plan) you can download those as well, or send them to donors instantly.
Of course, you can also export donors and donation history to use with any other online tools!
The new Donor Management System is perfect for keeping track of top donors or just wanting to have a more personal relationship with those that are graciously giving to your organization.
While the new Donor Management System enhances your experience on the backend, we also created something that enables you to give your donors an awesome experience when they support your cause – introducing the new Donor Dashboard!
Donor Dashboard
Charitable has built from the ground up a new Donor Dashboard. Once your donor logs in, they can view and manage their own profiles and donations.
The Donor Dashboard includes their profile details where they can let you know their name, company, birthday, primary language, and more. They can also update multiple postal addresses and email addresses as well.
With the new dashboard, they can:
- Track Their Impact: View their donation history and see how their contributions are making a difference
- Adjust Recurring Donations: View, update, or cancel recurring contributions (depending on the gateway).
- Get Receipts on Demand: Download PDF receipts for all donations
- View Their Campaigns: See a list of campaigns they’ve created or participated in, including peer-to-peer fundraising efforts
- Check Their Comment Record: View and track the status of their comments on campaigns
- Update Their Profile: Manage their donor information, choose consent settings, and upload a personalized avatar
As an admin, you can customize the donor dashboard experience. You get full control over the fields and information that appears in the dashboard and you can also add custom fields.
Charitable also lets you choose a custom page for the donor dashboard.
All of this can be possible with a few clicks in Charitable’s settings – No code and no WordPress shortcodes required.
Your donors will appreciate the ability to view their impact and download records when they log in – and you’ll appreciate not having to do this yourself giving you more focus on your causes.
Customizable Donation Receipts And Annual Reports
We’re excited to share that downloading PDF receipts just got a whole lot easier! Whether you’re a donor or an administrator, you can now generate receipts instantly right within Charitable Pro – and yes, you can say goodbye to those extra addons we used to need.
Getting your receipts is super simple. Donors can hop into their Donor Dashboard anytime they need their receipts, while administrators have full access through the Donor Management System.
If your plan includes Annual Reports, you’ll find those readily available in both places too. We’ve aimed to make it as convenient as it can be for you and your donors.
We know how important it is to maintain your organization’s professional image, which is why we’ve made customization a priority. Want to make your receipts truly your own? It’s easy! You can:
- Add your organization’s distinctive logo
- Create custom headers and footers
- Choose exactly which donor information to include
- Personalize all contact information
The best part? You don’t need any technical expertise to make these changes. Our user-friendly interface lets you create professional, branded receipts with just a few clicks. No coding, no hassle – just perfectly branded receipts that you can be proud to send to your donors.
Give it a try today and see how simple it can be to create receipts that truly represent your organization!
More Stripe Options
We’ve made Stripe Checkout available in Charitable which streamlines your donation checkout process.
When donors click to give, they’ll be taken to a secure, off-site payment page hosted by Stripe. The best part? All payment options are now conveniently available on a single page – no more switching between different screens or payment methods.
Donors can easily choose between credit cards, Apple Pay, Google Pay, bank transfers, and more, all in one place. This streamlined experience makes giving simpler and more convenient for your supporters.
Integrated Functionality
We’ve been listening to your feedback, and we’ve taken some of your favorite addons and built it right into Charitable’s core. These powerful tools are ready for you to use right out of the box, making your campaigns even more engaging and effective.
Videos in Campaigns
Want to tell your story through video? Now you can easily embed videos from all your favorite platforms! You can share YouTube content, engaging TikTok clips, professional Vimeo productions, or trending YouTube Shorts. Simply paste your video link, and you’re ready to go.
Geolocation
Looking to show your global impact? Adding a Google Map to your campaigns is now a breeze!
Just enter your Google API key once, and you can display beautiful, interactive maps showing exactly where your campaigns are making a difference. It’s a fantastic way to help donors visualize their impact.
Campaign Updates
Keep your supporters in the loop with our new campaign updates feature. Share progress, milestones, and success stories directly on your campaign page. It’s a wonderful way to maintain engagement and show donors the real difference their contributions are making.
How To Get Charitable Pro
Getting started with Charitable Pro is easy! Let’s walk you through the smooth upgrade process.
First, visit our plans page to explore our pricing options. We have different tiers designed to match various needs and budgets – simply choose the one that fits your organization best and complete the checkout process.
Once you’ve completed your purchase, you’ll be automatically logged into your new account where you’ll find two important items:
- Your Pro plugin download file
- Your unique license key
Download the file to your computer and copy the license key.
Now you’re ready to activate it on your site.
First, log into your WordPress admin panel and navigate to Plugins » Add New » Upload Plugin.
Upload your newly downloaded plugin file and click on “Install” and then “Activate”.
The final step is simple – just head to your new Pro dashboard, visit the Settings page, and paste in your license key.
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.
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.
Note: If the automatic installation fails, it could be due to restrictions set by your hosting provider. In this case, you’ll need to install the paid version manually. Please refer to our separate tutorial on installing Charitable Pro for guidance.
See our full documentation on upgrading to Charitable Pro »
That’s it! You’re now ready to explore all the powerful features Charitable Pro has to offer.
Don’t worry about your existing data – all your campaigns, donation records, and other information will stay exactly as they are. We’ve made sure the transition is completely seamless so you can focus on what matters most: your mission.
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