Charitable Documentation

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

3 Ways to Add Code Customizations to Your Site

One of the key benefits of using Charitable is that it provides many ways in which you can customize.

We manage a growing library of code snippets at https://library.wpcode.com/profile/wpcharitable/ which show different ways that you can tailor Charitable to your needs.

But if you want to add a bit of code to your site, how should you do it? There are several ways to do this.

Option 1: Create a custom plugin

Now, this probably sounds quite hard, but it is easier than you think! As long as you have FTP access to your website, this solution is the most efficient way to add custom code to your site.

Here’s how to create a custom plugin in three steps:

  1. Create a folder called my-custom-code.
  2. Inside this plugin, create a new file called my-custom-code.php.
  3. At the top of this file, paste the following:
/**
 * Plugin Name: My Custom Code
 * Description: A plugin with all my custom code.
 * Version:     1.0.0
 * Author:      Your Name
 * Author URI:  https://yourwebsite.com/
 */

Upload the my-custom-code folder to your wp-content/plugins folder via FTP, then navigate to the Plugins page in your WordPress dashboard and you should see your “My Custom Code” plugin listed there. Activate it.

You now have a custom plugin that you can drop code snippets into directly. The benefit of this approach is that it will work with any theme, and it gives you the maximum amount of control over what you are doing.

Option 2: Use the Code Snippets plugin

If you don’t like the idea of creating your own plugin, the next best approach is to use a plugin called WPCode.

Option 3: Use your child theme’s functions.php file

If you are using a child theme, you can add code snippets directly to its functions.php file. While you could also add this to a regular theme’s functions.php file, the risk with this approach is that you will lose your customizations when you update to a new version of the theme.

Still have questions? We’re here to help!

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Improvement receipts

🗓️ Annual Receipts 2.0: Send Year-End Receipts to Every Donor in Minutes

You can now send annual receipts in minutes with a few clicks to all your donors.

📧 One-Click Bulk Send Wizard that guides you to sending to hundreds of donors simultaneously directly from your WordPress dashboard.

🔍 Smart “Dry Run” Mode: See exactly who will receive a receipt and who will be skipped (and why) before a single email leaves your server.

🛡️ SMTP-Aware & Limit Protection: Charitable now detects your email setup and automatically adjusts batch sizes and pauses for daily limits to ensure your emails land in inboxes.

✅ Complete Audit Trail: Dedicated system log and on the individual donor’s profile, giving you a clear history for every fiscal year.

Stop dreading tax season and start spending that time on your mission. Update to Annual Receipts 2.0 and automate your year-end reporting today.

Addon Donations Improvement

🎈Recurring Donations 2.0: Smarter Automation, Better Recovery, and More Control

We’ve completely rebuilt our Recurring Donations system to help you grow your reliable income stream while giving you (and your donors) more powerful tools than ever before.

What’s New:

🔒 Recurring-Only Campaigns: You can toggle “Recurring Only” mode in the campaign builder to hide the one-time option entirely, ensuring your supporters stay focused on long-term commitment.

📧 Automatic Payment Recovery: Our new Payment Failed Email fires automatically the moment a subscription fails.

🛠️ Self-Service Donor Control:The new Cancel Subscription Button appears directly in the donor dashboard, allowing supporters to pause or end their recurring gifts on their own terms—reducing your admin burden and payment disputes.

📊 Real-Time Revenue Insights: Track your growth, monitor active subscriptions, and see exactly how much predictable support is coming in each month at a glance.

Our new Recurring Donations addon gives you the professional-grade tools you need to grow your mission.

Campaigns New

🧡 Modal Donate Button: Turn Any Click into a Contribution

Instead of redirecting users to a new URL, the lightweight Modal Donation Button allows donors to complete their gift in a sleek, focused popup, keeping them engaged with your content while they support your cause.

What’s New:

  • Zero-Friction Giving: Open your donation form in a responsive modal overlay. Donors stay on the same page, reducing drop-off.

  • 🖱️ Place it Anywhere: Use the dedicated WordPress block or a simple shortcode to drop a donate button into sidebars, footers, or even mid-sentence in your storytelling.

  • 🎨 Full Design Control: Match your brand perfectly with customizable background colors, hover effects, border radius, and font sizes—all without touching a single line of CSS.

Whether you need a simple “Donate Now” link or a high-converting popup button, the Modal Donate Button gives you the flexibility to raise more with less effort.

donation form Donations New

💵 Mini Donation Widget: Show The Impact Of Every Dollar!

Not every donor who wants to give will navigate to your campaign page. Meet them exactly where they are by placing a fully functional giving experience directly on any page or post.

💬 Show the impact of every dollar: Attach custom messages to each preset amount so donors understand exactly what their gift provides.
🔄 Monthly and one-time giving: Supports a tabbed interface with independent amounts and impact statements for recurring giving programs.
🎨 Match your brand: Easily set accent colors and control size or alignment to fit the widget naturally into your layout without CSS.
⚡ Reduce donor friction: Open the donation form in a modal overlay to keep donors on the page and reduce drop-off.

Donations Live New

👉🏻 Showcase Real Momentum with the Donations Feed

Give your donors a reason to trust. Our new feed lets you display a living, breathing record of people showing up for your cause.

🤝 Build instant trust: Overcome donor hesitation by showing a proven track record of community support.
💬 Highlight donor stories: Display real donor comments and locations to show the human side of your fundraising.
🛠️ Drop it anywhere: Easily add the block to your homepage, campaign pages, or confirmation screens in seconds.
📈 Curate your feed: Group multiple donations from the same person or sort by highest amounts to encourage larger gifts.