SleekView Kanban for Charitable
SleekView reads every Charitable donation, groups them by donation status, and lets your team drag cards between Pending, Completed, Failed, Cancelled, and Refunded so each move runs through Charitable's standard status transition hooks.
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Why a Charitable donations board fits fundraising teams
Charitable stores each donation as a donation custom post type with metadata in wp_postmeta and structured rows in the charitable_campaign_donations table. Donations carry status values like charitable-pending, charitable-completed, charitable-failed, charitable-cancelled, and charitable-refunded. Recurring donations live as their own post type with a separate status set. The default donations screen renders this as a paginated list, which is fine for accounting and useless for stewardship.
SleekView Kanban reads the same donation records you would query with charitable_get_table or the Charitable API. Pick the donation status field as the group column and every record becomes a card grouped under its current state. Cards can show the donor name, donation amount in campaign currency, campaign title, gateway, and recurring flag, so the team has the context they need to acknowledge, reconcile, or recover each gift without opening detail screens.
Dragging a card between columns calls charitable_get_donation and then Charitable_Donation::update_status, the same code path Charitable uses internally for status transitions. Donor receipt emails fire, recurring donation schedules adjust, gateway refund calls go out where configured, and any add-on listening for charitable_donation_status_changed reacts the same way it would after a manual admin edit.
Workflow
Connect Charitable and build a stewardship board
Connect the Charitable donations source
Pick the Charitable donation status column
Choose what each donation card shows
Enable drag-and-drop status updates
Sample board
Sample Charitable donations board
Comparison
Default Charitable donations vs SleekView Kanban
Default Charitable donations
- Sortable list of every donation, with status as a small column label
- Bulk status updates require checkbox selection and a single dropdown action
- No visual sense of how today's appeal is converting compared to last quarter
- Reviewing campaign, gateway, and gift size requires opening each donation record
- Filtering by status reloads the admin instead of showing parallel queues for the team
SleekView Kanban
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Reads from the
donationpost type andcharitable_campaign_donations -
Drag a card to call
Charitable_Donation::update_statuswith full hook coverage - Cards show donor, amount in campaign currency, campaign, gateway, and recurring flag
- Group by campaign when running parallel appeals or by gateway for finance reconciliation
- Capability checks honor Charitable's donation manager role so finance retains control
Features
What SleekView Kanban gives you for Charitable
Native Charitable status engine
Every column maps to a real Charitable donation status. Donor receipt emails, recurring schedule updates, gateway refund calls, and any Mailchimp, Newsletter, or PDF Receipts add-on hook fire exactly as they would after a manual click on the standard donation edit screen.
Drag with donor history attached
Every move writes an internal log entry onto the donation, recording the staff member, the source column, the destination column, and the timestamp. The history stays attached to each record and is available to any future stewardship contact through the standard Charitable admin views.
Saved boards per campaign or appeal
Pin a board to a single campaign, appeal, or designation. Capital campaign teams work a dedicated board with major gift cards visible. Monthly sustainers get their own board, and each fundraiser sees the queue that matches the work in front of them.
Audience
Where a Charitable kanban changes fundraising work
Daily acknowledgment queue
Fundraisers work the Completed column from top to bottom each morning, sending personalized thank-you notes to gifts above a threshold. Cards show donor, amount, and campaign, so the right message goes out without opening every record.
Failed donation recovery
The Failed column collects donors whose card declined or whose gateway session timed out. Support reaches out with a recovery link, the donor completes a new attempt, and the card moves to Completed once the gift is posted in the database.
Major gift stewardship
Filter the Completed column to gifts above a major giving threshold. The board surfaces every donor who needs an executive director call or board liaison handoff, without exporting a CSV or running a separate report every Monday morning.
The bigger picture
Why Charitable users need a real workflow view
Charitable runs on the same WordPress fundamentals as the rest of your fundraising stack, but the operational reality of a nonprofit team is different from a commerce team. Receipts are not optional. Personal acknowledgments shape annual giving.
A failed renewal on a monthly sustainer plan is not a minor accounting glitch but a relationship at risk of ending. The default donations screen is a chronological list, which is correct for the bookkeeper and wrong for everyone else. A board view turns the same database into a stewardship surface.
Pending becomes a column you can drain. Failed becomes a recovery queue with the donor's name and the gateway clearly visible. Refunded becomes a reconciliation queue paired with the gateway report on the same screen.
Major gifts surface when filtered above a giving threshold, so the development director sees their morning call list without exporting anything. The data stays in Charitable. Every drag is a real status transition that fires the same hooks the admin would.
The interface finally matches the rhythm of a nonprofit team, which is the difference between a database your staff endures and a database your staff actually uses every day.
Questions
Common questions about SleekView Kanban for Charitable
Yes. One-time donations show on the main donations board, and recurring donations get their own dedicated board because they use a separate post type with their own status set, like active, on hold, cancelled, and expired. Each recurring renewal lands on the donations board as a regular gift.
Yes, when Charitable is configured to refund through the gateway. The status transition fires the same hook the admin edit screen uses, which triggers Stripe, PayPal, or other connected gateway refund calls. Manual offline refunds simply update the donation status without calling out to a gateway API.
Yes. Card fields are fully configurable per board. Common setups show donor name, amount, campaign, gateway, and recurring flag. You can also pull custom donation meta like tribute name, employer for matching gifts, designation, or any field captured at the donation form level.
Yes. Every drag runs through current_user_can with the configured donation edit capability before writing the new status. Unauthorized users can drag for personal sorting only, the underlying donation status does not change, and the card snaps back to its original column with a toast.
Filters apply at the database query level. A typical fundraising board scopes to a current campaign, the last 60 or 90 days, or a single donation form. Rendered card counts stay manageable, and older donations remain queryable in dedicated archive boards or through standard Charitable reports.
Yes. The status transition runs through Charitable_Donation::update_status, which fires the same donor receipt and admin notification emails the standard edit screen uses. Mailchimp, Newsletter, and any other Charitable add-on that listens for status changes runs the same way it would after a click in the admin.
Yes. Every drag writes a log entry onto the donation, naming the staff member, the source status, the destination status, and the timestamp. The entry appears alongside Charitable's existing internal logs on the donation detail view and in any export that already pulls log data.
Yes. Each saved board is independent. A capital campaign manager can run a board scoped to one campaign, a monthly giving coordinator can run a board for sustainers only, and the executive director can keep an all-campaign board open in another tab. Each user sees only the boards they have permission for.
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