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-ofin-honor-ofon-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.

Related

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Addon New

🗒️ Custom Receipts… New Addon!

With Custom Receipts, you decide which page your donors see, on every campaign. Here’s how it works, and why it’s worth turning on today.

Left side shows a donation receipt with donation number, date, total, and payment method for a  gift to Anywhere, titled 'One Family Gets Clean Water For A Week.'

Create receipts that are CUSTOM TO THE DONOR OR CAMPAIGN. You can also:

📅 Year-end appeal: Reinforce the goal and invite donors to share while momentum is high.

🎗️ Memorial or tribute campaign: Give a gentle, respectful thank-you that fits the moment.

💎 Major gifts: Show a special message only to donors who give above a threshold.

🔁 Recurring growth: Invite one-time donors to become monthly supporters right on the receipt.

🌍 Global campaigns: Surface a country-specific note, like a Gift Aid reminder, only where it applies.

Learn more here.

New templates

🤩 New Beacon Campaign Templates w/ “Hero” Block!

With the new Beacon Campaign Templates for Charitable Pro, you can launch a stunning, full-width fundraising page that instantly captures visitor attention above the fold.

Fundraising page header for Save Maple Grove Park with a donation widget and a small square photo of a sunlit tree thumbnail on the left.

🔦 Above-the-Fold Impact: Lead with a full-width hero image, your logo, and your goal with a donation widget locked right on top of the banner so your ask and momentum register instantly without scrolling.

📐 Two Flexible Layouts: Choose between a structured two-column layout for side-by-side storytelling and supporting details, or a clean one-column view designed for uninterrupted long-form narratives.

⚡ All-in-One Hero Field: Powered by the new Campaign Hero field, bringing background media, live progress bars, custom donation amounts, and recurring giving tabs together into a single cohesive block that can be dropped into any layout.

🎨 Automatic Theme Matching: The hero banner and donation widget automatically inherit your campaign theme’s button and accent colors, ensuring your entire presentation stays beautifully on-brand without touching a line of CSS.

Learn more here.

donation form Feature New

📝 Donation Form Block: Embed a Working Donation Form Anywhere

With the new Donation Form Block for Charitable Pro, you can drop a fully working donation form directly onto any page or post in the WordPress block editor. No redirects, no page reloads, and zero friction between reading your story and making a contribution.

📝 Drop Forms Anywhere: Place a working form directly onto your homepage, inside a story-driven blog post, on a dedicated landing page, or within a campaign announcement.

🎯 Dynamic Campaign Binding: Easily choose a specific campaign from the block sidebar or set it to automatically bind to whichever campaign is currently being viewed.

📐 Full vs. Minimal Form Views: Switch between a full layout or a compact minimal view to perfectly fit sidebars, narrow columns, or wide landing pages.

🎨 Scoped No-Code Styling: Customize typography, container spacing, border radius, amount buttons, and accent colors independently for every form instance without touching a line of CSS.

Learn more here.

ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.