ApproveThis manages your Charidy approvals.

Let's talk about the worst part of fundraising (after hearing "I'll get back to you"). It's not donor meetings or grant applications - it's chasing down approvals. The silent killer of momentum in any non-profit. But what if you could turn donation approvals from a bottleneck into an afterthought? That's exactly what happens when you connect ApproveThis and Charidy using Zapier.

Why This Combo Works Like a Matching Gift Program

Charidy helps you raise funds. ApproveThis helps you manage the decisions that keep those funds moving. Together? They create a closed-loop system where every donation automatically triggers the right approval process. No more:

• Accounting teams waiting on program directors
• Development officers playing phone tag with board members
• Grants getting stuck because someone's on vacation

The Nuts and Bolts (Without the Boring Manual)

Here's how it works: When Charidy records a new donation (whether it's a $50 recurring gift or a six-figure grant), Zapier automatically creates an approval request in ApproveThis. Your team gets notified immediately - no checking dashboards, no manual data entry. Approvers can OK things directly from email, even if they've never logged into Charidy.

Real-World Example: Disaster Relief Orgs

Imagine a hurricane hits. Your org starts getting 10x the usual donations. With this integration:

• Large gifts get auto-routed to the ED for quick acknowledgment
• Restricted donations trigger program director approvals
• Recurring gifts under $500 get auto-approved based on thresholds

Result? You process donations faster when speed matters most, without sacrificing oversight.

Four Ways This Saves Your Team From Itself

1. Kill the Spreadsheet Shuffle

Development teams: When a major donor makes a restricted gift through Charidy, ApproveThis automatically:

- Routes to the right program manager
- Attaches the donor's intent form
- Sets a 48-hour SLA for approval
No more lost emails or "I thought you handled it" moments.

2. Board Members Actually Approve Things

Your 70-year-old board chair doesn't need to learn Charidy. With ApproveThis:

- They get approval requests in plain English via email
- One click approves from their phone
- All decisions automatically sync back to Charidy
Compliance happens without the tech headache.

3. Stop Losing Grants to Paperwork Delays

Foundations don't care that your finance director was at a conference. With vacation delegation:

- Out-of-office approvers get auto-skipped
- Alternates receive instant notifications
- Approval chains keep moving 24/7/365
Meet every grant reporting deadline, every time.

4. Prove You're Not Making This Up

Auditors love trails. With ApproveThis+Charidy:

- Every approval ties directly to the Charidy donation record
- Comments/conditions are preserved permanently
- Dashboards show real-time status of all restricted funds
Say goodbye to frantic document hunts during audits.

Setting This Up (It's Easier Than a Bake Sale)

1. Create your ApproveThis account (takes 5 minutes)
2. Connect both apps in Zapier (we've got a step-by-step guide)
3. Map Charidy donation fields to ApproveThis templates
4. Set your rules:
- Who approves what dollar amounts
- Automatic vs manual routing
- Escalation timelines
5. Test with a $1 donation
6. Go live and watch approvals happen on autopilot

When You Should Think Twice

This isn't magic fairy dust. If your non-profit:

- Has zero formal approval processes today
- Uses 17 different systems for donations
- Changes leadership weekly
...you might need more prep work. But for most orgs? This works out of the box.

Beyond Donations - Other Ways to Use This

While we're focused on Charidy integration, ApproveThis handles other non-profit headaches:

- Volunteer background check approvals
- Event budget sign-offs
- Vendor contract reviews
- Program expansion greenlights
All syncing with your existing tools via Zapier.

The Cold Hard Benefits

Orgs using both platforms report:

- 68% faster donation processing (from days to hours)
- 40% fewer "urgent" approval chase emails
- 100% audit-ready records (no more missing paperwork)
- 22% more board engagement on financial oversight
Numbers don't lie - this changes how you operate.

Ready to Stop Being an Approval Secretary?

You didn't get into non-profit work to babysit processes. With ApproveThis + Charidy:

- Approvals happen where the work already occurs
- External partners (board members, donors) stay in the loop without tech headaches
- You finally get visibility into what's stuck and why
Book a 15-minute demo and we'll show exactly how to set this up for your team's needs. Or start a free trial and connect your first workflow in under an hour.

P.S. This works even if your "finance system" is currently a Google Sheet and prayers. We don't judge.