Charitable Documentation

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

The Tribute Donation Experience: What Donors See

Requires: 

  • Charitable Pro 1.8.16+
  • Charitable Tributes 1.0.0+

This page walks through exactly what a donor sees and chooses when they make a tribute gift. Understanding the donor side helps you set up your forms well and answer supporter questions with confidence.

Tribute giving starts where the donor already is, on your donation form. Nothing changes for donors who just want to give normally. The tribute fields only appear when a donor opts in, or when the gift is made to a dedicated tribute campaign where the dedication is already set.

Choosing to dedicate the gift

On a campaign where tributes are enabled, the donor sees an option to dedicate their donation. When they turn it on, the tribute fields expand. On a dedicated tribute page, the honoree and tribute type are already chosen, so the donor sees a shorter set of fields focused on their message and notification.

The fields a donor can fill in

Here is the full set of tribute fields, and what each one does.

FieldWhat the donor doesNotes
Tribute typePicks “In Memory Of,” “In Honor Of,” “On Behalf Of,” or one of your custom types.The available types can be tailored per campaign.
Honoree nameNames the person, pet, or cause being honored.If a matching honoree already exists, the gift links to that record. If not, a new honoree record is created.
Personal messageWrites a short message about the gift.Limited to 500 characters by default.
Notify a loved oneTurns on a notification and enters a recipient name and email.This is how the family hears about the gift.
Send as an e-cardChooses the richer e-card format for that notification.See Tribute Emails and E-cards.
ConsentConfirms they have permission to contact the recipient.The notification is only sent when this is checked.
Give anonymouslyHides the donor’s name from public display.The gift still counts toward totals.
Hide from honoreeKeeps the gift out of the honoree’s public donor list entirely.Useful for sensitive gifts.
Make it annualTurns the one-time gift into an annual tribute.Requires the Recurring Donations addon. See below.

Notifying a loved one

One of the most meaningful parts of tribute giving is letting the family know a gift was made. If the donor chooses to notify a loved one, they enter the recipient’s name and email and confirm they have consent to reach out.

When the gift completes, Tributes sends a notification to that recipient sharing that a gift was made, who it was from, and the personal message. The donor can choose the richer e-card format, which includes the honoree photo and your branding. You control all the wording.

The notification is always gated on consent. If the donor does not confirm consent, no notification is sent, even if they entered an email address. This keeps your sending compliant by design.

Privacy on the donor’s terms

Donors control how visible their gift is.

  • Give anonymously hides the donor’s name wherever the gift appears, including the Donor Wall block and the family notification. The gift still counts toward the honoree’s totals.
  • Hide from honoree removes the gift from the honoree’s public display entirely, for donors who want to give quietly.

These choices are respected everywhere the gift could appear, automatically.

Turning a one-time gift into an annual tribute

Some gifts are meant to repeat. After a one-time tribute donation, the donor can choose to make it an annual tribute on a date that matters, such as a birthday, an anniversary, or a day of remembrance.

With the Recurring Donations addon active, that one choice creates a recurring gift that keeps the tribute details intact year after year, so the honoree keeps getting credit on every renewal. The donor manages it from their own Charitable account. Without the Recurring addon, the option is hidden, because there is nothing to schedule the renewal.

After the donation

As soon as the gift completes:

  1. Tributes creates or updates the honoree record and links the gift to it.
  2. If the donor named a recipient and gave consent, the notification or e-card is sent.
  3. The gift appears in your Tribute Donations report and on the honoree’s record.
  4. The donor’s receipt includes a tribute section, on screen and in the PDF receipt if that addon is active.

Developer reference

Tribute donation fields

All donor-facing fields are registered under the tribute_ prefix and stored as donation post meta:

Meta keyTypeMeaning
tribute_enabled'1' / emptyThe donor opted into a tribute.
tribute_typeslugin-memory-of, in-honor-of, on-behalf-of, or custom.
tribute_honoree_namestringThe honoree name the donor entered.
tribute_messagestringThe donor’s personal message.
tribute_ecard_enabled'1' / emptySend as the richer e-card.
tribute_notification_namestringRecipient name.
tribute_notification_emailemailRecipient email.
tribute_notification_consent'1' / emptyConsent gate for the notification.
tribute_donor_anonymous'1' / emptyHide donor name from public display.
tribute_hide_from_honoree'1' / emptyHide the gift from the honoree entirely.
tribute_annual_optin'1' / emptyCreate an annual recurring tribute.

Useful filters

// Change the personal-message character limit (default 500).
add_filter( 'charitable_tributes_message_max_length', function () {
    return 1000;
} );

// Tailor the tribute types offered, optionally per campaign.
add_filter( 'charitable_tributes_type_options', function ( $types, $campaign_id ) {
    // $types is an array of slug => label.
    return $types;
}, 10, 2 );

// Hide the donor message field entirely.
add_filter( 'charitable_tributes_hide_donor_comment', '__return_true' );

Tribute fields are available in both the legacy donation form and the Visual Form Builder, are included in CSV exports, and are exposed as email tags. See the Developer Reference for the full list.

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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.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 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.

Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.