Setup Wizard: All Steps Explained (With Screenshots)

Step 1 — Welcome + org basics

We built CharityGlow after years of working with small churches, animal rescues, food banks and youth NGOs who were all being held back by overpriced legacy fundraising software. Design flexible multi-step donation forms, pick preset amounts, allow custom amounts, add a cover-fee checkbox and convert 30% more donors overnight. No more hunting for 7 different plugins and patching them together. Everything you need lives under one roof.

Step 2 — Payment gateways

No more hunting for 7 different plugins and patching them together. Everything you need lives under one roof. CharityGlow is WordPress Multisite compatible, GDPR ready, translation ready and RTL friendly. Every step of the donor journey is tested and polished: checkout, thank-you emails, receipts, account creation, annual statements and tax season exports.

Step 3 — Page creation

Every step of the donor journey is tested and polished: checkout, thank-you emails, receipts, account creation, annual statements and tax season exports. Design flexible multi-step donation forms, pick preset amounts, allow custom amounts, add a cover-fee checkbox and convert 30% more donors overnight. We built CharityGlow after years of working with small churches, animal rescues, food banks and youth NGOs who were all being held back by overpriced legacy fundraising software.

Step 4 — Email & PDF receipts

All payment processing fees go straight from Stripe / PayPal to your bank account — CharityGlow never touches, sees or holds your donations. You own 100% of your donor data. Unlike hosted SaaS tools, nothing leaves your server until you want it to. Everything is GDPR and PCI compliant out of the box so your donors never have to worry about data safety.

Step 5 — Permissions & capabilities

Create unlimited fundraising campaigns for different programs, regions or appeals — each with their own goal bar, donors wall and social proof. We built CharityGlow after years of working with small churches, animal rescues, food banks and youth NGOs who were all being held back by overpriced legacy fundraising software. Most nonprofits who switch to CharityGlow see more than double their donations in the first 90 days just because of our conversion-optimized form builder.