Charitable Documentation

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

How To Use Advanced Email Validation

Fake or spam email addresses can cause problems in your donation campaign. They waste your time and make it harder to see real donors. Our Advanced Email Validation feature helps stop these fake emails before they get to your form.

With this feature, you can block certain email domains, parts of domain names, or specific words in email addresses.

This guide will show you how to set up and use Advanced Email Validation to keep your donations clean and your campaign running smoothly.

Enable Email Validation

To turn on Advanced Email Validation in Charitable, start by logging into your WordPress dashboard and head to the Charitable » Settings » Security tab.

Charitable security settings

Scroll down and you’ll see the option for Advanced Email Validation—just toggle it on to activate this feature.

Enable email validation

Don’t forget to scroll down and hit the Save Changes button to apply your settings.

Once turned on, Charitable will begin checking donor emails against your blocklist rules automatically, helping keep fake and spammy emails out of your donation campaigns. This setup is quick and doesn’t require coding, so you can protect your campaign effortlessly.

Now let’s explore the settings options available with this feature.

Blocked Domains

To block domains in Charitable, you head over to the Advanced Email Validation settings where you can add the exact domains you want to block. This means if you spot spam or fake emails coming from a particular domain, you can add that domain to the blocklist so any email address with that domain won’t be accepted in your donations.

Blocked domains

For example, if you type in “spamdomain.com” as a blocked domain, Charitable automatically rejects emails like [email protected] or [email protected] when users try to donate. This helps keep spammy or fake entries out and keeps your donor list clean.

You simply enter the domains you want to block, save your settings, and the system takes care of the rest.

Email Patterns

With email pattern blocking in Charitable, you can stop fake or spam emails that follow a certain pattern, not just specific domains.

For example, you might want to block all emails that are coming from test email accounts or start with a specific word. For example you can block the word “spam”, so [email protected] and all other email addresses that includes the word “spam” will be blocked.

This works by letting you add partial patterns or keywords that Charitable will look for anywhere in the email address. If the email matches the pattern, it will be blocked.

Email patterns

You can use wildcards (like an asterisk ) to create flexible patterns. For instance, entering “spammer” blocks any email starting with “spammer”, while “*@example.com” blocks every email from the example.com domain.

This feature is useful for catching creative spam attempts that try to bypass simple domain blocking. By setting up patterns, you take control of what emails get through, reducing fake donations and improving your campaign’s quality.

Partial Domain Matching

Partial Domain Matching lets you block emails that contain part of a domain name instead of needing the full exact domain.

For example, if you add “spamdomain” to the blocklist, Charitable will block emails from [email protected], [email protected], [email protected], and [email protected] all at once.

This helps you quickly block entire groups of related spammy domains without listing every one individually.

Partial domain matching

Case Sensitive Matching

Case Sensitive Matching is a setting that lets you decide if your blocked domains and patterns should consider letter case differences. If you turn it on, “SpamDomain.com” is treated differently from “spamdomain.com.”

If off, both are blocked the same way regardless of capitalization. This gives you more control depending on how precise you want your blocking to be.

Together, these options give you flexible control over which email addresses are blocked to keep your donation campaigns clean.

Custom Error Message

When you set up email validation in Charitable, you can add a custom error message that donors will see if their email address is blocked. This message helps explain why their donation didn’t go through and guides them on what to do next.

A clear, polite custom message might say something like:
“Your donation could not be processed because the email address you entered is not allowed. Please use a different email address.”

Custom error message in email validation

This message keeps things professional and informative, reducing donor confusion and support tickets. You can craft your own message in Charitable’s settings under Advanced Email Validation, so it fits your organization’s tone and style perfectly.

After you finish setting up your blocked domains, email patterns, and any other options like partial domain matching or case sensitivity, make sure to save your changes.

Scroll to the bottom of the Security settings page in Charitable and click the Save Changes button.

This ensures all your email validation rules are applied immediately to your donation forms.

Without saving, your changes won’t take effect, and spam or fake emails could still get through. Always double-check for a confirmation message after saving to be sure your settings are active.

Still have questions? We’re here to help!

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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

Donations Improvement

📊 Your Pro Dashboard Can Now Compare, Export, and Score!

Most fundraising dashboards only tell you how much you have raised. Charitable Pro 1.8.19 rebuilds the dashboard and the Reports Overview around the harder questions: whether anything is broken, whether this period beat the last one, and which single change would make the most difference today. Why this is important:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
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  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

Check out our announcement here.

Feature New

🎟️ Introducing Charitable Events: Sell Tickets Inside Your Campaigns!

Most nonprofits sell event tickets in one tool and collect donations in another, which leaves two sets of reports and a manual match at the end of the year. Charitable Events brings both together, selling tickets through the same donation forms and payment gateways you already run in Charitable. Why this is important:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 QR check-in from any phone: Each attendee gets their own QR code on the receipt, and volunteers scan at the door through a check-in link that needs no WordPress account.
  • 🧾 Receipts ready for tax time: Give each ticket type a fair market value, and Charitable puts the correct tax-deductible amount on every donor receipt.
  • 📋 Attendee details at checkout: Ask every guest for a meal choice, shirt size, or access needs, with a separate attendee record created for each ticket.
  • 🗓️ Blocks and calendars included: Three editor blocks plus Sugar Calendar and The Events Calendar support put your events where supporters already look.

Check out our announcement here.

ai New

🚀 Unleash AI Power in Charitable!

Your AI assistant can now build, edit, and manage your Charitable fundraising campaigns directly — just by asking. With Charitable Pro adding write support for the WordPress Abilities API, tools like ChatGPT, Claude, and Cursor can handle full administrative actions safely through MCP. Why this is important:

  • 🤖 Campaign creation in plain language: Prompt your assistant with a goal like “Set up a fundraiser for the shelter with a $5,000 goal”, and it builds a real draft campaign complete with suggested donation tiers.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.