Charitable Documentation

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

How to Add a Custom Donation Field

Adding custom fields to your Charitable donation forms allows you to collect additional information from donors beyond the standard fields. Whether you need to gather referral codes, dedication messages, or specific donor details, you can easily add these fields using code snippets.

This guide will show you how to add custom fields in your donation forms.

In This Guide

Quick Start Example

Here’s a practical example to get you started. Check out this code snippet » Collect National ID.

This code snippet demonstrates how to add a National ID Number field to your donation form:

You can use that code snippet and customize it to suit your needs:

  • Replace every instance of ‘national_id_number’ with ‘your_field’.
  • Replace every instance of ‘National ID Number’ with the label for your field.

Now that you have an idea of code snippets, let’s show you how to add and customize code snippets.

How To Add A Code Snippet

If you are new to PHP or WordPress development, we recommend using the WPCode plugin to insert snippets safely and easily into your website. Charitable currently has over 130 snippets in the WPCode plugin library you can use. Visit our library here:

Charitable Code Snippet Library »

For those a little more familiar with WordPress development, you can use the snippets to create simple standalone plugins. Read the WordPress documentation about creating a plugin.

Alternatively, you could add the snippets directly to your theme or child theme’s functions.php file.

Please be aware of our recommendations and suggestions for safe practices using code snippets to avoid fatal errors and issues: Customizing Donation Forms With Code Snippets Using WPCode »

There are many other snippets that go beyond creating a text box on a donation form and extend into customizing your campaigns and donation forms even further. Feel free to explore the library either on WPCode‘s website or in the screen in the Charitable plugin.

Have an idea for a code snippet that doesn’t exist yet? Contact us and we’ll add it!

You may also be interested in WPCode documentation to learn more about how their plugin works and the additional features that you can assign to code snippets, including Charitable code snippets.

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FAQs: Adding Custom Fields to Charitable Donation Forms

What are custom fields and why would I need them? 

Custom fields allow you to collect additional information from donors beyond the standard name, email, and donation amount. Common uses include:

  • Collecting referral codes or promotional codes
  • Adding “In memory of” or dedication fields
  • Gathering feedback on how donors heard about your campaign
  • Including checkboxes for newsletter subscriptions
  • Adding company information for corporate donors

Do I need coding experience to add custom fields? 

No. While custom fields can be added through code, WPCode provides a user-friendly solution that doesn’t require any programming knowledge. You can install pre-built snippets with just a few clicks.

Will adding custom fields affect my donation conversion rates? 

This depends on implementation. Optional fields typically have minimal impact, while too many unnecessary required fields may possibly reduce conversions. We recommend:

  • Making additional fields optional when possible
  • Keeping forms concise and user-friendly
  • Testing different configurations to see what works for your audience

Is WPCode free to use? 

Yes! WPCode offers a free version that includes access to many code snippets. There’s also a premium version with additional features, but the free version is sufficient for most custom field needs.

Will custom fields work with my WordPress theme? 

Custom fields should work with any properly coded WordPress theme. However, you may need to add custom CSS to match your theme’s styling. If you experience display issues, contact our support team.

How do I install WPCode?

  1. Go to Charitable → Tools → Code Snippets
  2. If WPCode isn’t installed, you’ll see an installation prompt
  3. Click the install button to automatically install and activate WPCode
  4. Once activated, you’ll see available code snippets

I don’t see the Code Snippets tab. What’s wrong? 

This usually means:

  • Your Charitable version is outdated (update to 1.8.1.7+)
  • You don’t have admin permissions
  • There’s a plugin conflict (try deactivating other plugins temporarily)

How do I find the right code snippet for my needs? 

Use the search functionality in the Code Snippets tab. Search for terms like:

  • “text field” for additional text inputs
  • “checkbox” for opt-in options
  • “dropdown” for selection menus
  • “textarea” for longer text inputs

Can I modify the code snippets? 

Absolutely! Most snippets include comments and documentation to guide customization. You can change:

  • Field labels and descriptions
  • Field positioning on the form
  • Whether fields are required or optional
  • Field types (text, textarea, dropdown, etc.)

Where do custom field submissions appear? 

Custom field data appears in:

  • Donation details in your WordPress admin
  • Email notifications (if configured)
  • Export reports (if enabled in the snippet settings)

Can I add multiple custom fields to one form? 

Yes! You can install and activate multiple code snippets to add several custom fields to your donation forms.

Are there video tutorials available? 

Yes! Subscribe to the Charitable YouTube channel for step-by-step tutorials and success stories.

Need support? Have a question? If you are a lite/free user of Charitable, you can reach out to our team on the WordPress.org support forums and our team will respond in a timely fashion. If you have an active license, feel free to reach out us directly for priority support.

Still have questions? We’re here to help!

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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:

  • 🎟️ Every ticket is a donation: Ticket sales run through the gateway you already use and count toward the campaign goal, with everything managed under Charitable » Events.
  • 📱 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.