ApproveThis manages your GivePanel Integration approvals.

When Approval Management Meets Social Fundraising

Let's get real: fundraising teams using GivePanel have enough on their plates without chasing down email approvals or losing requests in Slack threads. That's where pairing GivePanel's donor management with ApproveThis' workflow automation creates something actually useful - a system where registration reviews happen fast enough that you don't miss out on major gifts because someone's approver was stuck in meetings.

What Each Tool Does Best

GivePanel handles the messy work of social fundraising - capturing donor data, managing campaigns, and prepping everything for your CRM. ApproveThis does one thing extremely well: making sure the right people sign off on critical requests without requiring everyone to learn new software. Together via Zapier, they turn "Hey, should we approve this $50K donor's matching gift request?" into a 3-click process instead of a 3-day email chain.

Why This Combo Works for Mid-Sized Orgs

Nonprofits and corporate social responsibility teams between 50-5k employees usually have two problems: complex donor approval hierarchies and zero time for software training. This integration solves both by:

• Keeping donor data in GivePanel where it belongs
• Handling approvals in ApproveThis where non-technical board members can actually figure it out

Bonus: Approvers only need email access. No new logins, no added seats on your CRM. Critical when working with external partners or part-time volunteers.

Real-World Use Cases That Don't Suck

Let's skip the hypotheticals. Here's how actual teams use this integration:

1. Major Donor Vetting at Scale

A healthcare nonprofit receives 200+ monthly registrations through GivePanel for their matching gift program. Their finance team needs to approve any donation over $10k, but previously wasted hours cross-referencing spreadsheets. Now:

- GivePanel triggers ApproveThis requests only for donations hitting the threshold
- Auto-routes to the correct regional finance lead based on donor location
- Updates GivePanel donor records automatically upon approval

Result: 78% faster approvals on major gifts last quarter.

2. Corporate Sponsorship Approvals

A university's development team uses GivePanel to manage corporate partnership registrations. Their problem? Legal, procurement, and the VP of development all need to sign off - in sequence. The fix:

- GivePanel entries create ApproveThis workflows with sequential approval groups
- Automatic reminders if Legal sits on a request for 48+ hours
- Escalation to department heads if thresholds aren't met

Outcome: Reduced sponsorship approval time from 14 days to 72 hours average.

Features You'll Actually Use

We're not here to sell you on flashy AI promises. Here's what matters when connecting GivePanel to ApproveThis:

Email Approvals That Don't Get Lost

Approvers get clean, mobile-friendly emails with:

- Key GivePanel donor details
- One-click approve/reject buttons
- Comments section for compliance notes

No logins. No hunting through attachments. Just decisions made fast.

Auto-Escalation for Stalled Requests

Set rules like:

"If $25k+ donation request isn't approved in 48hrs, notify CFO"
"Reassign European sponsorships when approvers are on summer holiday"

CRM-Ready Audit Trails

Every approval decision in ApproveThis automatically logs:

- Who approved/rejected
- Timestamp
- Comments
- Attached documents

Critical for compliance audits and understanding why Major Donor X's request got delayed last spring.

Setup That Doesn't Require an IT Degree

If you can make a Zapier account, you can connect these tools in under 15 minutes:

1. Create Zapier trigger on GivePanel's "New Registration" event
2. Map critical fields to ApproveThis (donation amount, location, campaign ID)
3. Set approval rules in ApproveThis (thresholds, groups, escalation paths)

Pro tip: Use ApproveThis' calculated fields to auto-flag registrations needing extra scrutiny based on GivePanel data.

Teams That Benefit Most

Fundraising Operations

Stop being the middleman between GivePanel data and finance/legal teams. Approval groups ensure the right people see only the requests that matter to them.

Corporate Partnerships

Track sponsorship approvals in real-time instead of juggling spreadsheets. Vacation delegation means no more "Sorry, Greg's out this week" delays.

Finance & Legal

Get context-rich approval requests instead of vague emails. Threshold rules auto-approve small recurring donations to focus on high-value reviews.

Common Objections (And Why They're Wrong)

"We already have approval workflows in our CRM"
Cool. How many approvers actually use them? ApproveThis works because it meets people where they are - email and mobile - without another system to learn.

"Zapier integrations are fragile"
Not when you're passing basic field data between tools. This isn't rocket science - it's routing donor amounts and IDs. If your Zap breaks, rebuild it in 10 minutes.

When Not to Use This Integration

We're honest here. Don't bother if:

- All your GivePanel registrations auto-approve anyway
- You have <5 approval requests monthly
- Your entire team lives in your CRM already

But if you're managing 50+ registrations monthly across multiple departments? This pays for itself in reduced follow-up time alone.

Next Steps for Sane Approvals

ApproveThis isn't another SaaS platform your team will resent. It's email-based approvals that actually happen fast enough to keep donors happy. Pair it with GivePanel via Zapier and you've essentially created an auto-pilot for donor vetting.

Ready to stop herding cats every time a major gift comes through? Register for ApproveThis or grab a demo. We'll even help build your first GivePanel integration Zap - because nobody's got time for unclear docs.