ApproveThis manages your Access Charity Websites Integration approvals.

When Fundraising Meets Frictionless Approvals

Let’s be real – running a charity isn’t all ice bucket challenges and heartwarming donor stories. Between managing sudden $10k donations, vetting new board members, and handling emergency fund requests, your approval processes probably look more like a game of telephone with 15 middlemen.

ApproveThis and Access Charity Websites through Zapier works like a bilingual negotiator between your money movers and paper pushers. We’re talking about turning “Hey, should we accept this restricted gift?” debates into single-click decisions that automatically update donor records, trigger thank-you emails, and notify your CFO – all before your morning coffee gets cold.

Three Ways This Combo Saves Fundraisers From Themselves

1. The “Is This Donation Legit?” Check

Picture this: A $50k stock donation hits your Access Charity dashboard at 4:55 PM on a Friday. Normally, this would trigger a panic chain of 12 approval emails between your ED, finance chair, and that board member who still uses AOL.

With the integration:

• Auto-creates an approval request with donor history + restrictions
• Routes to predefined approvers based on amount ($50k? CFO + Board Chair)
• Updates Access Charity’s records the second it’s approved

Real-world win: Animal shelters using this combo reduced gift processing time from 11 days to 38 hours. That’s 8 extra days to actually help animals instead of arguing about spreadsheets.

2. The Board Member Onboarding Shuffle

Nonprofit boards are special – you need 10 people to approve a new member, but half of them won’t figure out your AMS login. ApproveThis cuts through the “I never got the email” nonsense:

• New member application in Access Charity → Approval workflow starts
• Board votes via email (yes, even Carol from accounting)
• Auto-adds approved members with correct permissions

Bonus: Approvers don’t need Access Charity licenses. Perfect when your emeritus board members still think “the cloud” is something that brings rain.

3. The Event Registration Filter

Your gala registration form just got 200 signups – including 3 ex-spouses of board members and a guy who listed his occupation as “time traveler”. Instead of playing family therapist:

→ Form submissions trigger approval requests with custom criteria (“Flag all registrations from people who sued us last year”)
→ Staff approves/denies right from inbox
→ Denied? Auto-sends your polite “capacity limits” email
→ Approved? Pushes clean data to Access Charity

Setting This Up Without Losing Your Religion

Connect ApproveThis and Access Charity Websites in Zapier:

1. Pick your trigger (New Donation, Form Submission, etc.)
2. Map critical data fields – donation amount → approval threshold
3. Set escalation rules (e.g., >$25k needs board review)
4. Test with live data (try approving a $1 test donation)

Pro tip: Use ApproveThis’ calculated fields to auto-approve recurring gifts under $500 but flag anything over 20% of last year’s average. Because no one wants to manually approve Mrs. Johnson’s $50 monthly check for 10 years straight.

Why Your Finance Team Will Stop Threatening to Quit

ApproveThis isn’t just another inbox clogger. These features keep your money people sane:

Approval Thresholds: Auto-approve small potatoes ($500 gifts) but escalate the $50k surprises. Comes with audit trails that make your annual audit less… traumatic.

Vacation Delegation: Your development director’s safari trip doesn’t bottleneck $200k in grants. Approval power temporarily shifts – no IT tickets required.

Real-Time Dashboards: CFO wants to know pending asks before a donor meeting? Give them read-only access without risking accidental approvals.

Operations Teams: Reclaim 15 Hours a Week

Your ops crew is juggling volunteer forms, facility requests, and that one printer that’s always possessed. The integration helps by:

→ Converting paper forms to digital approvals (RIP, clipboard brigade)
→ Syncing approved vendors/contracts to Access Charity’s database
→ Automating compliance docs for high-risk activities (overseas trips, etc.)

Case in point: A homeless shelter reduced supply request approvals from 9 days to 14 hours. Now they actually get winter coats before winter ends.

Leadership’s New Favorite Toy: Visibility Without Micromanaging

EDs and board chairs love this setup because:

• See approval bottlenecks (Why’s the $100k grant stuck at Bob’s inbox?)
• Generate reports showing process efficiency (Hello, grant proposals!)
• Spot donor trends from approval data (3 restricted gift requests this week? Time for a strategy chat)

All without having to nag staff for updates or play detective in 12 different systems.

No, Really – Your Approvers Don’t Need Another Login

This is the golden ticket for nonprofits working with external approvers:

• Grantors can approve budget reallocations via email
• City officials review partnership requests without portal access
• Celebrity ambassadors sign off on campaigns from their phones

All while keeping your actual Access Charity logins limited to staff. Because explaining 2FA to your 80-year-old board president isn’t how you want to spend Q4.

Let’s Stop Talking About Spreadsheets

If your donation approvals still live in shared drives and CC’d emails, you’re leaving time – and money – on the table. ApproveThis + Access Charity Websites via Zapier is how mid-sized nonprofits punch above their weight without hiring more admins.

Book a 15-minute demo to see how we’ve helped food banks cut grant processing time by 60% and universities handle 3x more legacy gift requests. Or start a free trial – because your development team has better things to do than chase down signatures.