Charitable Documentation

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

Charitable Tributes Emails, E-cards, and Receipts

Requires: 

  • Charitable Pro 1.8.16+
  • Charitable Tributes 1.0.0+

A tribute gift means more when the family knows about it, and when the donor’s receipt reflects who their gift honored. Tributes handles both: it can notify a loved one automatically, send a periodic summary to family contacts, and add a tribute section to receipts.

All of the wording is yours to control, set once in Charitable > Tributes > Settings.

The tribute notification e-card

When a donor chooses to notify a loved one and confirms consent, Tributes sends a notification when the gift completes. It shares that a gift was made, who it was from, and the personal message.

There are two formats:

  • The standard notification, a clean text-and-branding email.
  • The e-card, a richer format with the honoree photo, a styled border, an accent color, and your attribution line. The donor opts into the e-card on the form; otherwise the standard notification is sent. Only one of the two is ever sent per gift.

Wording you control, per tribute type

Memorial gifts should read with care, and celebration gifts should feel joyful. So the subject, headline, eyebrow, and closing can all be set per tribute type, in Settings > E-card.

  • Set a different subject line for “In Memory Of,” “In Honor Of,” and “On Behalf Of.”
  • Choose an accent color to match the tone.
  • Use the Send Test E-card button to preview exactly what a recipient receives before any donor triggers one.

The standard notification’s from-name, from-email, subject, and body live in Settings > Emails, also with per-tribute-type wording.

Resending and consent

The notification is always gated on consent. If the donor did not confirm they have permission to contact the recipient, nothing is sent, even if an email was entered. You can resend a notification at any time from the Tribute Donations report, and use the test-send to check your wording.

The family digest

For honorees with family contacts who have opted in, Tributes can send a periodic family digest, a summary of the gifts made in their loved one’s name over a period.

In Settings > Emails, choose the schedule:

  • Off (the default), Weekly, Biweekly, or Monthly.
  • The day of the week the digest goes out.
  • The subject line.

The digest contents respect privacy choices, so anonymous and family-only gifts are summarized appropriately. Each digest includes a one-click unsubscribe link, and a contact only receives it if you opted them in on the honoree record.

Tribute sections on receipts

Tribute details flow straight into the donor’s receipt, so their record reflects exactly who their gift honored.

  • The donation receipt email includes a tribute section with the honoree’s name, the tribute type, and the personal message.
  • If you use the PDF Receipts addon, the generated PDF includes a matching, formatted tribute section.

Privacy is respected throughout. Anonymous and family-only choices are honored on the receipt just as they are everywhere else.

Email tags

Your tribute emails and receipt sections can use merge tags alongside Charitable’s standard tags:

  • {honoree_name} – the person being honored.
  • {tribute_type} and {tribute_label} – the dedication, as a slug and as a readable label.
  • Standard Charitable tags such as {donor_name}, {donation_amount}, and {campaign_name}.
  • Custom field tags for any honoree or tribute custom fields you defined.

Tips

  • Use Send Test E-card after editing your wording. It is the fastest way to catch a typo before a real family sees it.
  • If notifications are not sending, check three things: the recipient email is valid, the donor confirmed consent, and your site can send email. Tributes uses Charitable’s email system, so an SMTP plugin is strongly recommended for reliable delivery.
  • The family digest is off by default. Turn it on only when you have family contacts who have opted in.

Developer reference

Email classes and IDs

Tributes registers its emails into Charitable’s email system, so they inherit the send-with-donation-id pipeline and the admin settings UI.

EmailIDTrigger
Tribute notificationtribute_notificationDonation completion, when a recipient and consent are present and the e-card is not chosen.
Tribute e-cardtribute_ecardDonation completion, when the donor opted into the e-card. Replaces the notification.
Family digest(scheduled)An Action Scheduler sweep on the configured schedule.

Send gating filters

Both sends pass through filters and the global unsubscribe list, so you can suppress a send programmatically:

// Block the standard tribute notification for a specific donation.
add_filter( 'charitable_send_tribute_notification', function ( $send, $donation_id ) {
    return $send;
}, 10, 2 );

// Block the e-card.
add_filter( 'charitable_send_tribute_ecard', function ( $send, $donation_id ) {
    return $send;
}, 10, 2 );

Receipt band filters

The tribute section on the receipt email is controlled by these filters:

FilterDefaultPurpose
charitable_tributes_receipt_email_enabledtrueShow the tribute section on the receipt email.
charitable_tributes_receipt_email_show_phototrueInclude the honoree photo.
charitable_tributes_receipt_email_show_messagetrueInclude the donor’s message.
charitable_tributes_receipt_email_show_ecardtrueReflect the e-card styling.
charitable_tributes_receipt_email_show_tribute_linktrueLink to the tribute page.

Templates

Override these in your theme using Charitable’s template loader:

  • templates/emails/tribute-notification.php (and -plain.php)
  • templates/emails/tribute-ecard.php
  • templates/emails/family-digest.php (and -plain.php)

The unsubscribe token lifetime is filterable via charitable_tributes_unsubscribe_token_max_age (default 30 days). See the Developer Reference for the PDF Receipts integration hook.

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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:

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Check out our announcement here.

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Check out our announcement here.

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Check out our announcement here.

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✉️ 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.