ApproveThis manages your Double Integration approvals.

When Double Meets ApproveThis: A Match Made for Non-Profit Efficiency

Let's be real - non-profit teams have better things to do than chase down signatures for donation approvals. Between fundraising goals, donor relationships, and actually making an impact, who has time for bureaucratic paper trails? That's where connecting Double's donation platform with ApproveThis' approval automation creates something special.

Why This Combo Works

Double turns website visitors into donors. ApproveThis turns approval chaos into structured workflows. Together, they handle the entire lifecycle:

• Automatic approval triggers for new donations, recurring gifts, or donor profiles
• Custom rules for when to auto-approve vs. escalate decisions
• Full audit trails without manual data entry

Best part? Approvers don't need Double licenses. Board members can approve major gifts directly from email while your fundraising team keeps working in Double. No more "I didn't see the request" excuses.

Real-World Use Cases That Actually Matter

1. Major Gift Vetting for Development Teams

When a $10k+ donation hits Double, ApproveThis can:

• Auto-flag gifts needing board review
• Calculate matching gift eligibility in real-time
• Route approvals to specific committees based on donor history

Example: A university foundation uses approval thresholds to automatically route alumni donations to either the annual fund director (under $5k) or major gifts VP (over $5k).

2. Recurring Donation Oversight

Monthly donors account for 45% of typical non-profit revenue. ApproveThis adds guardrails:

- Get alerts when recurring gift amounts change
- Require dual approval for payment method updates
- Auto-delegate approvals during staff transitions

An animal shelter reduced failed recurring donations by 22% after implementing automatic approval checks for expired credit cards.

3. Corporate Matching Validation

Here's where calculated fields shine. When Double receives a donation:

1. ApproveThis automatically checks employer matching data
2. Calculates total projected impact (donation + match)
3. Routes to either:
- Immediate approval (for pre-vetted companies)
- Corporate relations team (new or complex matches)

4. High-Risk Donor Screening

New major donor? ApproveThis can trigger:

- Compliance team reviews
- Cross-reference with CRM notes
- Conditional approval paths based on risk factors

A refugee aid org prevented 3 potential PR crises last quarter by automating donor background check approvals before processing large gifts.

Setting This Up Without Losing Your Sanity

Through Zapier, connecting Double and ApproveThis takes about 15 minutes:

1. Create your free Zapier account
2. Choose Double as the trigger app
3. Select an approval action in ApproveThis
4. Map donation data to approval fields
5. Test with live $1 donation

Pro tip: Start with one workflow (like major gift approvals) before scaling to other use cases.

Who Actually Benefits From This?

Development Directors

Stop being the approval bottleneck. Set rules so small gifts auto-approve while you focus on strategic donors. Vacation delegation means approvals never stall when you're at conferences.

Finance Teams

Real-time dashboards show every pending/approved donation. Export-ready reports satisfy audit requirements without last-minute scrambling.

Program Managers

Know exactly when restricted gifts are approved and available. Automatic alerts trigger program launch sequences when funding thresholds are met.

Executive Directors

Approve major gifts from your phone during donor events. See real-time approval rates in board reports. Finally answer "How efficient are our processes?" with actual data.

Features You'll Actually Use

Beyond basic approvals, these matter for non-profits:

Email Approvals
Board members approve gifts directly from Outlook without learning new software. Replies like "Approved - but check donor restrictions" auto-log in the system.

Calculated Fields
Automatically add:
- Matching gift projections
- Campaign progress toward goals
- Administrative fee calculations

Conditional Escalation
Let's say a donor increases their recurring gift by 200%. Rules can:
1. Auto-approve increases under 50%
2. Flag 50-100% changes for manager review
3. Escalate 100%+ spikes to finance + development

The Fine Print That Actually Matters

- Approvers need ApproveThis access but NOT Double licenses ($35+/user/month savings)
- Works with Double's existing donor management
- All approval data exports to CSV for audit trails
- Two-factor authentication available for compliance

Why This Isn't Just Another Integration

Most app connections just move data. This combo actually changes how non-profits operate:

Speed: Process gifts 2-4x faster by eliminating approval delays
Accuracy: Automatic data pulls prevent manual entry errors
Compliance: Every decision documented with who approved what and when
Scale: Handle year-end rush without temporary staff

Getting Started Without the BS

1. Create free ApproveThis account
2. Connect to Double via Zapier
3. Build first workflow in 18 minutes (seriously, we timed it)
4. Demo to your least tech-savvy board member - if they get it, you're golden

Or skip the trial-and-error and book a 15-minute demo showing exactly how other non-profits use this setup.