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), WeeklyBiweekly, 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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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.

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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.

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⚡ 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.

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📝 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.

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👤 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.

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🛠️ 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.