CharityStack changelog

Team User Management, Smarter Dashboard, and Faster Checkout - February Release Log

This has been a month of meaningful upgrades across the donor experience and your CharityStack dashboard. Here’s a quick look at the new features we’ve added so that you can empower your non-profit to fundraise better.

Donor Experience

Redesigned Checkout Flow

We iterated on our recent checkout redesign to bring our multi-page checkout to just a two-step checkout - making a donor’s checkout quicker and easier than ever.

• Express checkout (Apple Pay, Google Pay) lets donor pay in a single tap
• Mobile-optimized layout with improved input sizing, drawer behavior, and touch-friendly controls
• Optimized for autofill, most desktop donors can complete their donation in seconds

We’ve seen improvements in donor conversion rates, and will continue to improve the donor experience to empower your fundraising.

Pre-Filled Donation Links

Generate pre-filled donation links that set the amount, frequency, fund, and more - before the donor even lands on the form. This can increase marketing effectiveness - drop a pre-filled link into a marketing email or SMS campaign.

• This guided setup tool chatbot will set up your links in minutes:
• Target a specific form, or all forms on a page
  • A donor clicks and lands on a form with "$25/month" already selected, reducing steps from click to donation
  • Pre-fill amount, frequency, fund selection, and sponsorship options via URL parameters

Additional Donor Info

Dedication Information

Donors can now add "In Honor Of" or "In Memory Of" dedications at checkout, along with a message. Optional and donors can skip at any time

• Dedication details and message are captured alongside the standard payment data and visible in your dashboard.
• How to enable: Open any fundraiser form → Form Configuration tab → Checkout Details step → toggle "Enable Dedication"

Communication Consent

Collect explicit opt-in consent from donors at checkout, and find responses in your Dashboard. This helps you stay compliant with privacy requirements while keeping opt-ins transparent.

• How to enable: Open any fundraiser or event form → Form Configuration tab → Checkout Details step → toggle "Enable Communication Consent"

Improved Cart & Donation Summary

The donation summary is now clearer for both one-time and scheduled donations:

• Scheduled vs. immediate charges are visually separated
• Cart item labels are more descriptive in multi-item transactions

Dashboard

Sign-In & Role-Based Access Control

We've made it easier than ever to add and manage your team on the CharityStack Dashboard

• New secure sign-in experience
• User management: Invite team members, assign roles (Admin, Finance, Editor, or custom roles), and control who can access what
• Permissions: Fine-grained control over contacts, transactions, subscriptions, forms, payouts, settings, and more
• How to manage: Settings → Organization → "Users" to invite and manage team members, or "Permissions" to customize what each role can access (admin-only)

Frequency-Specific Form Configuration

You can now configure different giving level presets and sponsorship options per frequency (one-time, monthly, weekly, etc.) for all Fundraising Form types

• Set different suggested amounts for monthly vs. one-time — e.g., show $10, $25, $50 for monthly but $100, $250, $500 for one-time
• Why this matters: A donor is far more likely to commit to $10/month than $100/month.
  • Before this, setting your one-time presets higher would also push your monthly presets higher. Now you control each independently
  • Recurring donors have a significantly higher lifetime value — optimizing your monthly presets for conversion directly impacts long-term revenue
• How to enable: Open any fundraiser form → Form Configuration tab → Amounts step → use the frequency tabs (One-Time, Monthly, Weekly, etc.) to set amounts independently for each

Other Dashboard Improvements

Form Duplication

You can now duplicate an existing form with a single click, no more rebuilding similar forms from scratch. All configuration (giving levels, custom inputs, funds, frequency settings) carries over to the new form.

• How to enable: In the Forms table, click the three-dot menu (⋮) on any form row → select "Duplicate Fundraiser" or "Duplicate Event" → a pre-populated creation drawer opens with all settings copied

Lock Dates for Scheduled Donations

You can now lock the start and end dates on a per-frequency basis in the fundraiser configuration. When locked, donors must donate within the window you set - they can't change the schedule.

• Great for seasonal campaigns (e.g., "Donate monthly for the duration of Ramadan")
• How to enable: Open any fundraiser form → Form Configuration tab → Frequency step → enable "Scheduled Payments" → select a frequency tab (Monthly, Weekly, etc.) → set your start/end dates → check "Lock [frequency] dates for donors"

Dashboard Navigation & UI Polish

• Improved dashboard navigation - you can now seamlessly navigate between transaction, subscription, contact, and form details for a donor.