Charitable Documentation

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

Creator Profiles in Ambassadors Addon

Creator Profiles give every campaign creator and fundraiser a shareable public page at /creator/your-name/, showing their avatar, bio, organization, social links, campaigns, and headline totals. Creators manage their own profile from the My Campaigns hub, and their identity now travels with them onto every fundraiser page.

Available in Charitable Ambassadors 3.3.0+ (requires Charitable Pro 1.8.16 or later).

Key Features

  • Publish a public profile page for each creator at /creator/<name>/, served automatically with no page to build.
  • Let creators edit their own profile from a new Profile tab in the My Campaigns hub: name, bio, organization, website, six social networks, photo, and location.
  • Show a creator’s avatar and an accessible hover card (bio, organization, social links, and a link to their public profile) next to their name on every fundraiser page.
  • Choose exactly which stats and sections appear on the public page, from bio and social links down to total raised, donor count, and an optional QR code.
  • Control location sharing responsibly: city, state, and country only, never a street address, with Disabled, creator-controlled, and forced modes.
  • Add a Share button (Copy Link, Share Via, Email) so creators can promote their profile in one click.
  • Embed any creator’s profile anywhere with the [charitable_creator_profile] shortcode.

Why Use Creator Profiles?

A fundraiser is often a one-time page with no lasting home for the person behind it. Creator Profiles give your most active supporters a recognizable identity across your site, so donors can see who they are supporting, browse their campaigns, and trust the person asking. That recognition builds credibility, encourages repeat fundraising, and turns individual campaigns into an ongoing relationship.

See It In Action

Nonprofit profile: Paul Cannon with avatar, organization, location, bio, and fundraising stats for the page

Requirements

  • Charitable Ambassadors 3.3.0 or later
  • Charitable Pro 1.8.16 or later
  • WordPress 5.0 or later, PHP 7.4 or later
  • Pretty permalinks enabled (Settings > Permalinks set to anything other than Plain), since the public page uses a rewrite rule

Getting Started

Activation

  1. In WordPress admin, go to Charitable > Ambassadors > Templates > My Campaigns.
  2. Find the Public Creator Page section and turn on Enable Public Creator Page.
  3. Save your settings. Each creator’s page is now live at /creator/<their-username>/.

When the setting is off, creator pages return a 404 and no profile content is exposed. Author archives are unaffected either way.

If pages return a 404 after enabling the feature, visit Settings > Permalinks once and save to flush the rewrite rules.

How Creators Edit Their Profile

Creators manage their own profile from the Profile tab inside the My Campaigns hub (the page that hosts the [charitable_my_campaigns] shortcode). From there a logged-in creator can set:

  • First and last name (used to build the display name)
  • Bio
  • Organization
  • Website plus Twitter / X, Facebook, Instagram, LinkedIn, YouTube, and TikTok
  • Profile photo
  • City, state, and country, and which of those to share (when location sharing is creator-controlled)

Administrators can edit the same profile fields for any creator from the Directory.

Public profile form with name fields, circular profile photo uploader, and social links.

The Public Creator Page

The page is served automatically at /creator/<name>/, where <name> is the creator’s WordPress user slug. The default creator base can be changed with a filter (see Developer Resources). The page can include the creator’s avatar, chosen name format, bio, organization, social links, a Share button, an optional QR code, a grid of their published campaigns, and headline totals.

Only published campaigns are counted and shown. Private, draft, pending, and rejected campaigns never appear.

Fundraiser Page Enrichment

On every fundraiser page, the creator’s name is enriched with a small avatar and an accessible hover and focus card. The card shows the creator’s bio, organization, and social links, plus a link to their full public profile. This is on by default and can be tuned or disabled with filters.

Fundraiser header showing Paul Cannon's profile on the left, a sunset beach photo in the center, and a donation panel with progress bar on the right for 'Paws and Claws Rescue Drive'

Location Sharing

Location sharing is limited to city, state, and country. A street address is never collected or shown. You control it site-wide with two settings:

  • Location Sharing Mode decides whether location is off, creator-controlled, or forced on.
  • Allow decides which parts (city, state, country) are eligible at all. An unchecked part is never shown, even in forced mode.

In creator-controlled mode, each creator opts in to the parts they want to show from their Profile tab.

Usage

Shortcode

Use the shortcode to embed a creator profile on any page or post:

[charitable_creator_profile user_id="12"]

or

[charitable_creator_profile nicename="jane-doe"]

With no attributes, the shortcode resolves the creator for the current /creator/<name>/ request, which is how the automatic page renders.

Shortcode Parameters

ParameterTypeDefaultDescription
user_idinteger0The WordPress user ID of the creator to display. Takes priority over nicename.
nicenamestring“”The creator’s user slug (nicename). Used when user_id is not supplied.

Configuration Options

All settings below live under Charitable > Ambassadors > Templates > My Campaigns.

Charitable plugin settings page showing the Public Creator Page section with a toggle and descriptive text for each option.

Public Creator Page Display

SettingTypeDefaultDescription
Enable Public Creator PagecheckboxOffMaster switch. When off, creator pages return a 404.
Show Creator NameselectFirst & Last NameWhich form of the name to show: First Name Only, Last Name Only, First & Last Name, or Username. The name is always shown; this only chooses the form.
Show BiocheckboxOnShow the creator’s bio.
Show OrganizationcheckboxOnShow the creator’s organization.
Show Social LinkscheckboxOnShow the creator’s social links.
Show Share ButtoncheckboxOnShow a Share button (Copy Link, Share Via, Email).
Show CampaignscheckboxOnShow the creator’s campaigns grid.
Show Total RaisedcheckboxOnShow the creator’s total amount raised.
Show Donor CountcheckboxOnShow the creator’s donor count.
Show Donation CountcheckboxOnShow the creator’s donation count.
Show Average DonationcheckboxOffShow the creator’s average donation amount.
Show Active Recurring CountcheckboxOffShow the creator’s active recurring donor count.
Show QR CodecheckboxOffShow a QR code linking to the creator’s public page, floating in the upper right.

Location Sharing

SettingTypeDefaultDescription
Location Sharing ModeselectDisabledDisabled (never show location), Allow Creator To Control, or Force (creator cannot change).
Allowmulti-checkboxnoneWhich parts creators can share: City, State, Country. Unchecked items are never shown, even in force mode.

Customization

Template Override

Copy the profile template into your theme to customize the public page layout:

yourtheme/charitable/charitable-ambassadors/creator/profile-page.php

Filters and Functions

Every display toggle, the URL base, the name format, and the fundraiser-page treatment can be adjusted in code. See Developer Resources below.

Troubleshooting

Creator pages return a 404

Confirm Enable Public Creator Page is on. Then visit Settings > Permalinks and save once to flush the rewrite rules. Also confirm the creator has at least one published campaign, since a profile with nothing published does not resolve.

A creator’s location is not showing

Location Sharing Mode must be set to Allow Creator To Control or Force, and the relevant part (city, state, or country) must be checked under Allow. In creator-controlled mode, the creator also has to opt in to that part from their Profile tab.

Social links are not appearing

Confirm Show Social Links is on and that the creator has entered at least one link in the Profile tab.

The profile photo is not updating

The public page uses the creator’s uploaded profile photo (the avatar user meta). The uploaded image must belong to that creator’s own media. If no photo is set, the site falls back to the standard avatar.

Developer Resources

Hooks and Filters

  • charitable_ambassadors_creator_slug — Filters the URL base for creator pages. Default creator.
  • charitable_ambassadors_creator_url — Filters the full public profile URL for a creator.
  • charitable_ambassadors_creator_name_format — Filters the resolved name format (first, last, full, username).
  • charitable_ambassadors_creator_page_enabled — Filters whether the public page is enabled.
  • charitable_ambassadors_creator_page_show_{key} — Per-section visibility, where {key} is bio, org, social, share, campaigns, raised, donors, donations, avg, recurring, or qr.
  • charitable_ambassadors_creator_location_mode — Filters the location sharing mode.
  • charitable_ambassadors_creator_location_allow_{part} — Per-part location allowance, where {part} is city, state, or country.
  • charitable_ambassadors_creator_social_fields — Adds or removes editable social fields.
  • charitable_ambassadors_creator_avatar_meta_key — Filters the user meta key used for the profile photo. Default avatar.
  • charitable_ambassadors_creator_treatment — Enables or disables the creator avatar and hover card on fundraiser pages.
  • charitable_ambassadors_creator_inline_avatar — Toggles the inline avatar next to the creator’s name on fundraiser pages.
  • charitable_ambassadors_creator_tooltip — Toggles the hover and focus card on fundraiser pages.
  • charitable_ambassadors_creator_tooltip_show_{key} — Per-item visibility inside the hover card.
  • charitable_ambassadors_directory_creator_profile_tabs — Filters the tabs shown on the admin Directory creator profile.
  • charitable_ambassadors_creator_profile_saved — Action that fires after a creator profile is saved. Receives the user ID and the saved data array.

Useful Functions

  • charitable_ambassadors_get_creator_slug() — Returns the sanitized URL base for creator pages.
  • charitable_ambassadors_get_creator_url( $user_id ) — Returns the public profile URL for a creator.
  • charitable_ambassadors_creator_public_name( $creator ) — Returns the creator’s display name in the configured format.
  • charitable_ambassadors_creator_page_enabled() — Returns whether the public page is enabled.
  • charitable_ambassadors_creator_location_mode() — Returns the current location sharing mode.
  • charitable_ambassadors_creator_location_allows( $part ) — Returns whether a location part is allowed.
  • charitable_ambassadors_creator_social_fields() — Returns the editable social field definitions.

Helpful Links

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ambassadors New

🖨️ Introducing Fliers and Posters: Raise Money Away From the Screen!

A lot of peer-to-peer fundraising happens away from a screen: at the finish line of a 5K, on a school noticeboard, in an office kitchen. Charitable Ambassadors 3.4.7 adds 2 printables, a fundraiser flier carrying each fundraiser’s own story and QR code, and a recruitment poster that signs new fundraisers up. Both open as a normal web page and print straight from the browser. Why this is important:

  • 🏁 A flier for every fundraiser: Each one carries that fundraiser’s own photo, story and goal, with a QR code that opens their page rather than your main campaign.
  • 📌 A poster that recruits: It shows “Now Recruiting” above your campaign name with a large QR code that opens your sign-up form, so someone can start fundraising without waiting on a link from you.
  • 🪄 No design tool needed: Both printables render as a normal web page and print from the browser, with no PDF plugin and no designer.
  • 📄 2 flier layouts: Hand out carries the full story for giving to friends and family, and Post up carries a short hook with 5 tear-off tabs for a noticeboard.
  • 🛡️ Off until you switch it on: Fliers stay off after the update until you enable them under Charitable » Ambassadors » Other » Fliers, and only the owner or an administrator can open one.

Check out our announcement here.

Improvement Payments

💸 Introducing Tiered Rates for Fee Relief: Match the Ask to the Gift!

Fee Relief asks your donors one short question at checkout: would you like to cover the processing fee on this gift? Until now that question used a single rate for every donation on a gateway, so a $10 gift and a $500 gift were asked for the same percentage. Fee Relief 1.3.0 lets you set as many donation bands as you like, each carrying its own rate. Why this is important:

  • 🪙 Gentler on small gifts: A fixed transaction cost is a far bigger share of a $10 donation than a $500 one, so bands let you ask for less at the bottom.
  • 🎚️ As many bands as you need: Each band carries its own percentage and its own fixed amount, and the top band runs on with no upper limit.
  • 🛑 An optional ceiling: A Maximum fee field stops any donor being asked for more than a number you choose, however large the gift.
  • 🔌 Set per payment gateway: Stripe can run on four bands while Windcave and Payfast stay on a single rate, because bands belong to a gateway and not to your whole site.
  • 🛡️ Nothing changes until you say so: Your current rates stay exactly as they are until you switch Use Tiered Rates on under Charitable » Settings » Advanced » Fee Relief.

Check out our announcement here.

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:

  • 📈 Every figure has a trend: Pick a period and the tiles and the chart move together, with each total shown against the previous period.
  • 🗓️ Charts that stay readable: Short ranges group donations day by day, while longer ranges group by week or month, so a full year reads as a curve instead of a flat line.
  • 🔀 Compare any 2 periods: Not just consecutive ones, so you can ask how this December did against last December. That matters because fundraising is seasonal.
  • 📤 Export the whole summary: Send the full overview out as CSV or PDF, ready for a board pack or a funder report.
  • 🎯 Score your setup for free: Have your fundraising setup scored, so the one change worth making next is the one you can see.

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:

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  • 📱 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.
  • 🎨 Instant donation form tweaks: Add custom fields, change button colors, or reorder elements without diving into form settings.
  • 📝 Offline gift logging: Tell your assistant about cash or check gifts, and it will match donor emails and record transactions into your history.
  • 🛡️ Safety and control by default: Write access stays strictly off until turned on in Charitable » Tools » AI MCP, keeping read-only reporting safe by default.
  • 📜 Full audit logging: Every change made by an AI assistant is tracked under Charitable » Tools » Logs, so you always know who (or what) updated your site.

Check out our announcement here.