Charitable Documentation

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

Hooks and filters in Annual Receipts

Like all Charitable extensions, Charitable Annual Receipts is designed to be developer-friendly, with hooks and filters that will help you customize it to your needs.

Paid Extension

Charitable Annual Receipts is a premium plugin. Get it today with one of our plugin bundles.

Filters

charitable_dompdf_options

Added in version 1.0.0

Change the options array passed to Dompdf when generating the PDF. To see all the available options, see:
https://github.com/dompdf/dompdf/blob/master/src/Options.php#L6-L286

Return Value

An array representing a set of options.

Arguments

  • $mode (string)

    The mode. Defaults to download.

charitable_pdf_mode

Added in version 1.0.0

This allows you to change the mode in which the PDF will be loaded. By default, it will automatically be downloaded, but you can change this to have it display inline.

Return Value

Either download or inline.

Arguments

  • $mode (string)

    The mode. Defaults to download.

Usage

add_filter( 'charitable_pdf_mode', function() {
    return 'inline';
} );

charitable_pdf_download_annual_receipt

Added in version 1.0.0

Use your own class for generating the PDF. The class must implement the \Charitable\Packages\Pdf\Interfaces\ClientInterface interface.

Return Value

An object that implements the \Charitable\Packages\Pdf\Interfaces\ClientInterface interface.

Arguments

  • $mode (string)

    The mode. Defaults to download.

charitable_annual_receipts_languages_directory

Added in version 1.0.0

Modify the directory where extension translations are stored.

Return Value

A string representing the path to the languages directory, relative to the wp-content/plugins directory.

Arguments

  • $mode (string)

    The mode. Defaults to download.

charitable_annual_receipts_languages_directory

Added in version 1.0.0

Modify the directory where extension translations are stored.

Return Value

A string representing the path to the languages directory, relative to the wp-content/plugins directory.

Arguments

  • $mode (string)

    The mode. Defaults to download.

charitable_annual_receipts_languages_directory

Added in version 1.0.0

Modify the directory where extension translations are stored.

Return Value

A string representing the path to the languages directory, relative to the wp-content/plugins directory.

Arguments

  • $mode (string)

    The mode. Defaults to download.

charitable_annual_receipts_theme_template_path

Added in version 1.0.0

Change the directory where template files are stored, relative to the theme/child theme.

Return Value

A string representing the path to the templates directory, relative to the theme folder.

Arguments

  • $mode (string)

    The mode. Defaults to download.

Action

charitable_annual_receipts_start

Added in version 1.0.0

Hook fired when the plugin is first loaded.

Return Value

Void

Arguments

  • $view_args (array)

    Arguments passed to the template.

charitable_before_annual_receipt

Added in version 1.0.0

Do something before the annual receipt is displayed.

Return Value

Void

Arguments

  • $view_args (array)

    Arguments passed to the template.

charitable_after_annual_receipt

Added in version 1.0.0

Do something after the annual receipt is displayed.

Return Value

Void

Arguments

  • $view_args (array)

    Arguments passed to the template.

charitable_annual_receipts_pdf_styles

Added in version 1.0.0

Add custom styles to the PDF version of the annual receipt.

Return Value

Void

Arguments

  • $view_args (array)

    Arguments passed to the template.

Usage

add_action( 'charitable_annual_receipts_pdf_styles', function() {
    echo "color: #444;";
} );

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New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.

New Security

💂‍♂️ New DonationGuard 🛡️ Automatically Protects Your Donations!

Worried about card testing attacks or spam bots flooding your donation forms, but don’t want to ruin the giving experience for your real supporters? Charitable’s DonationGuard features:

🛡️ Real-Time Bot Detection: Actively monitors every donation submission for five distinct attack signals without slowing down your human donors.

📊 Smart Traffic Scoring: Instantly evaluates activity against a learned baseline of your site’s normal donation rhythms to catch sneaky, slow-drip card testing.

🚨 Severity-Tiered Alerts: Immediately opens structured “Attack Records” and notifies you via email and admin alerts the moment a campaign starts taking fire.

🎯 Single-Click Defense: Deploy instant security using the “Recommended Settings” preset to turn on Honeypot, Time Trap, and Rate Limit modules all at once.

🚫 Automated Blocklists: Permanently stop repeat offenders by automatically blocking suspicious email addresses based on your customized rules.

Visit this page to learn more.

GiveWP Migrations New

🧤 White Glove Migration Service for GiveWP

Thinking about switching your fundraising platform from GiveWP to Charitable, but don’t want to risk losing your data or handle a complex technical setup yourself? Charitable’s White Glove Migration Service features:

👥 Flawless Donor Mapping: Safely transfer your entire supporter database with zero data loss.

📊 Complete Financial History: Meticulously preserve every historical transaction for continuous, accurate reporting.

🔄 Seamless Recurring Giving: Safely transfer active sustaining subscriptions without disrupting your incoming revenue or requiring your donors to update their information.

💳 Zero Gateway Disruptions: Keep using Stripe, PayPal, or any other GiveWP-compatible processor you already love.

🚀 Expert Technical Setup: Relax while our team handles the heavy lifting to install and configure your forms—plus, qualifying users get a full year of Charitable Pro completely free.

Visit this page to learn more.

automation Improvement

📢 New Feature Alert: Automation Connect 2.0 Is Here! 🚀

Thinking about connecting your fundraising data to tools like Mailchimp, Slack, or Google Sheets, but don’t want to hire a developer or write custom code? Charitalbe’s new automation addon has:

⚡ 17 Event Triggers: Instantly fire webhooks for a donor’s first gift, renewal payments, or reached campaign milestones.

🎯 Smart Conditional Logic: Use powerful AND/OR logic across 11 fields to only send data when it meets your exact criteria, like newsletter opt-ins.

📊 Custom Payload Control: Select from 80+ clean data fields across donor, donation, and campaign metadata so your apps get exactly what they need.

🚀 Pre-Built Platform Templates: Skip the setup from scratch with ready-to-go templates for Zapier, Make.com, n8n, HubSpot, and Slack.

🛡️ Reliable Developer Tools: Power your workflows with signed HMAC-SHA256 payloads, complete WordPress filters, and automatic retry logs.