ApproveThis manages your DonateRight Integration approvals.

When Bureaucracy Meets Generosity

Let's face it - nothing kills the warm fuzzies of charitable giving faster than an approval process stuck in email purgatory. DonateRight helps you mobilize donors. ApproveThis helps you stop mobilizing paperwork. Together? They're the tag team that keeps donations flowing while keeping your compliance team from losing their minds.

Why This Combo Works (Besides Saving Your Sanity)

DonateRight tracks the money coming in. ApproveThis tracks the decisions about what happens next. Zapier acts as the bilingual referee between them. The real magic happens when you:

• Auto-create approval tasks for large/unusual donations
• Lock down sensitive donor data behind role-based approvals

Bonus: Your finance team approves things in ApproveThis without needing DonateRight logins. No more "I can't see the attachment" emails at 11 PM.

Real-World Wins for Different Teams

Fundraising Teams: From Suspicion to Speed

Nonprofits: When that $50K donation hits DonateRight, ApproveThis automatically:

• Routes to your ED + legal + finance
• Attaches donor history + compliance check
• Escalates if anyone sits on it for 48+ hours

Political campaigns: Rapid-approve recurring donations under $500 while flagging sketchy ZIP codes for review.

Finance Teams: Audit Trails That Don't Suck

Every approved/denied request in ApproveThis becomes a time-stamped record linked to the original DonateRight submission. No more spreadsheets. No more "Who approved this?!" during audit season.

Ops Teams: The Invisible Fix

Automatically route donations needing board approval during Q4 crunch. Reassign approvals when your CFO's on vacation. Calculate matching gift eligibility in real-time. All without being the bottleneck.

Setup That Doesn't Need IT (We Promise)

Step 1: Zapier plays matchmaker - connect DonateRight + ApproveThis
Step 2: Choose your trigger ("New donation over $X" / "Corporate matching gift" / etc.)
Step 3: Map DonateRight data to ApproveThis fields (takes 4 minutes, max)

Pro tip: Use ApproveThis' calculated fields to auto-flag donations needing extra scrutiny based on amount, donor location, or campaign type.

When to Get Fancy (Because You're Grown-Ups)

Thresholds: Auto-approve donations under $1K if the donor's vetted. Everything else goes up the chain.
Approval Groups: Make legal + finance battle it out over restricted gifts before the ED casts the tiebreaker vote.
Mobile: Field staff approve emergency funding releases from their phones, with DonateRight data baked into the request.

The Quiet Perks You'll Learn to Love

- Donor data never lives in approval emails
- Approvers see only what they need ("This is for $5K? Show me their 2023 giving history.")
- Denied requests auto-update DonateRight status = no manual clean-up

Who Actually Benefits From This?

Nonprofits: Reduce time-to-receipt by 60% for clean donations while adding guardrails for complex ones.
Universities: Stop development officers from making... optimistic endowment promises.
Political Orgs: Comply with contribution limits without slowing small-dollar momentum.

“But Our Process Is Special”

Cool. ApproveThis handles:
- 7-step approvals with conditional branching
- Cross-team approvals (Yes, even if accounting uses SAP and fundraising uses DonateRight)
- Auto-archiving approved docs to your CRM
Without making donors wait for your internal drama.

The Part Where We Tell You What To Do

If you manage more than 50 donations/month or have ever said "Wait, who approved that?":
1. Get ApproveThis
2. Connect to DonateRight via Zapier
3. Stop being the approval police

Or book a demo to see how 20 minutes of setup saves 200+ hours/year.

Final Reality Check

This isn't AI magic. It's just connecting systems that should've been talking all along. The result? Fewer meetings about process, more time to focus on what donors actually care about.