Charitable Documentation

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

Charitable Tributes: Settings, Integrations, and Developer Reference

Requires: 

  • Charitable Pro 1.8.16+
  • Charitable Tributes 1.0.0+

This page is the complete reference for Charitable Tributes: every setting you can change, how it works with the other Charitable addons, and the full developer surface of hooks, AJAX actions, REST endpoints, and templates.

If you are looking for how to do a specific task, the focused guides are usually a better starting point. This page is the map of everything.

Tributes Settings

All settings live under Charitable » Tributes » Settings, organized into tabs.

General

  • Default privacy level – the privacy level applied to new honorees (public, family approval, members, or private link).
  • Default tribute label – the wording used when a tribute type does not specify its own.
  • Form pattern – the default layout for tribute fields on donation forms.
  • Donor context line – the helper text shown above the tribute fields.
  • GDPR consent text – the consent wording shown when a donor chooses to notify a loved one.

Donation Form

  • Form pattern – choose Blocks inline (tribute fields in the amount section) or Blocks step (tribute fields on their own step).
  • Donor context line – customize the helper text in your own voice.

Integrations

A toggle for each of the five integrations, so you can turn any of them off. See the Integrations section below for what each one does.

Tributes Emails

  • Enable and configure the tribute notification, including from-name, from-email, and per-tribute-type subjects and bodies.
  • Configure the family digest schedule (off, weekly, biweekly, or monthly), the day it sends, and its subject.

Tributes E-card

  • Enable the richer e-card format and set its headline, attribution line, and accent color.
  • Set per-tribute-type subject, eyebrow, and closing wording.
  • Send Test E-card to preview the result.

Custom Fields

An AJAX-driven manager for defining your own fields on honorees and on tribute campaigns. Custom fields appear on the records and are available as email tags.

Settings are stored in the charitable_tributes_settings option; custom field definitions in charitable_tributes_custom_fields.

Tributes Integrations with other addons

Tributes detects each related addon and adds tribute-aware behavior. If an addon is not installed, that integration simply does nothing. Each can be toggled off in Settings > Integrations.

AddonWhat Tributes addsSetting
Recurring DonationsThe annual tribute opt-in that turns a one-time gift into a recurring gift, with tribute details preserved on every renewal.recurring_upsell
Donor Wall(core)An “In Memory of [Honoree]” tag appended to the donor’s name on your site’s main donor wall.donor_wall_tribute_tag
DonorTrustSuppresses DonorTrust badges on tribute pages, which have their own donor attribution.donortrust_suppress
PDF ReceiptsA formatted tribute section in the generated PDF receipt. Requires PDF Receipts 1.1.3+.pdf_receipts_tribute_section
Automation ConnectRegisters tribute events (donation completed, campaign created, honoree created) for webhooks and automations.automation_connect_events

Privacy and accessibility

  • GDPR – Tributes participates in WordPress’s personal-data export and erasure tools, so a data request includes tribute and honoree information tied to the person.
  • Consent – family notifications only send when the donor confirms consent, and family digests require an explicit opt-in.
  • Accessibility – the donor-facing surfaces are built to WCAG 2.1 AA.

Developer reference for Tributes

Actions

ActionFires when
charitable_tributes_initThe addon container is ready. The safest place to register extensions.
charitable_tributes_campaign_createdA tribute campaign is created.
charitable_tributes_donation_linkedA donation is linked to an honoree (back-compat event).
charitable_tributes_donation_completedA tribute donation completes (canonical event, broad payload).
charitable_tributes_donation_refundedA tribute donation is refunded.
charitable_tributes_honoree_createdAn honoree record is created.
charitable_tributes_honoree_mergedTwo honorees are merged.
charitable_tributes_annual_reminder_sentAn annual giving reminder is sent.
charitable_tributes_family_digest_sentA family digest email is sent.
charitable_tributes_notification_send_failedA notification or e-card send throws (payload: donation id + Throwable).

The charitable_tributes_donation_completed payload:

add_action( 'charitable_tributes_donation_completed', function ( $donation_id, $data ) {
    // $data: donation_id, honoree_id, campaign_id, amount, currency,
    //        tribute_type, donor_id, donor_display
}, 10, 2 );

Filters

FilterDefaultPurpose
charitable_tributes_admin_tabsarrayModify the admin page tab list.
charitable_tributes_admin_sub_tabsarrayModify the settings sub-tabs.
charitable_tributes_templatesarrayRegister custom tribute templates.
charitable_tributes_url_basetributeChange the rewrite slug for tribute and honoree URLs.
charitable_tributes_type_optionsarrayFilter the available tribute types, optionally per campaign.
charitable_tributes_message_max_length500Donor message character limit.
charitable_tributes_hide_donor_commentfalseHide the donor message field.
charitable_tributes_honoree_context_fallbackcontextProvide honoree context for blocks with no explicit honoree.
charitable_tributes_unsubscribe_token_max_age30 daysLifetime of unsubscribe tokens.
charitable_tributes_receipt_email_enabledtrueShow the tribute section on receipt emails.
charitable_tributes_receipt_email_show_phototrueInclude the honoree photo on the receipt.
charitable_tributes_receipt_email_show_messagetrueInclude the donor message on the receipt.
charitable_tributes_receipt_email_show_ecardtrueReflect e-card styling on the receipt.
charitable_tributes_receipt_email_show_tribute_linktrueLink to the tribute page from the receipt.
charitable_send_tribute_notificationtrueGate the standard notification per donation.
charitable_send_tribute_ecardtrueGate the e-card per donation.

AJAX endpoints

All are wp_ajax_ only (no public access), require a nonce, and check the manage_charitable_settings capability.

ActionPurpose
charitable_tributes_wizard_openInitialize the wizard session.
charitable_tributes_wizard_stepRender and handle a wizard step.
charitable_tributes_wizard_set_campaign_statusPublish or draft the new campaign.
charitable_tributes_wizard_discardDiscard the wizard session.
charitable_tributes_save_honoree_notesSave admin notes on an honoree.
charitable_tributes_save_custom_fieldsSave custom field definitions.
charitable_tributes_add_family_contactAdd a family contact.
charitable_tributes_update_family_contactUpdate a family contact.
charitable_tributes_delete_family_contactDelete a family contact.
charitable_tributes_honoree_mergeMerge two honorees.
charitable_tributes_honoree_searchSearch honorees by name.
charitable_tributes_dismiss_bannerDismiss the welcome banner.
charitable_tributes_ecard_test_actionSend a test e-card.

REST API

Read-only endpoints for syncing tribute data into an external CRM or reporting stack.

Tribute campaigns – GET /wp-json/wp/v2/tribute_campaigns

Query paramExampleFilters by
tribute_typein-memory-ofTribute type.
templatein-loving-memoryTemplate used.
honoree123Honoree ID.
date_from / date_to2026-01-01Date range.

Each response includes a tribute_meta object with honoree_id, template_id, total_raised, and donor_count.

Honorees – GET /wp-json/wp/v2/charitable-honorees

Query paramExampleFilters by
templatein-loving-memoryLinked tribute template.
has_donations1 or 0Only honorees with, or without, donations.

Each response includes a tribute_meta object with total_raised, donor_count, gift_count, last_donation_at, and linked_campaigns_count.

Database schema

TablePurpose
wp_charitable_honoree_donationsOne denormalized row per gift, linked to an honoree.
wp_charitable_honoree_family_contactsFamily contact records.
wp_charitable_honoree_totals_cacheCached per-honoree totals.

Use the repositories rather than querying directly:

use Charitable\Pro\Tributes\Repositories\Repositories;

Repositories::honorees();
Repositories::honoree_donations();
Repositories::honoree_family_contacts();
Repositories::honoree_totals_cache();

Templates

Override any of these by copying them into your theme, following Charitable’s template loader convention:

  • templates/single-tribute_campaign.php
  • templates/emails/tribute-notification.php (and -plain.php)
  • templates/emails/tribute-ecard.php
  • templates/emails/family-digest.php (and -plain.php)
  • blocks/<block>/render.php for each of the six blocks.

Automation Connect events

When Automation Connect is active, Tributes registers its events through the charitable_automation_connect_events filter, exposing tribute donation completed, tribute campaign created, and new honoree events for no-code automations.

Related

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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:

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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.
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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.
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📅 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.
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🔤 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.

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