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Some expenses need a closer look, whether for grant compliance, large purchases, or accountability across different teams. Without a clear process, reviews happen through scattered messages or after-the-fact questions from finance.

Approval Policies give your organization a simple, predictable way to review transactions that need extra attention. You define the rules, you choose who approves, and Givefront keeps everything organized. No guesswork, no chasing people down, and no unclear responsibilities.

What Approval Policies help with

Nonprofits often face situations like these:

• Grant-funded purchases need an extra review to stay compliant.
• Larger expenses should be acknowledged by a supervisor or director.
• Program staff and volunteers benefit from clear guidance on which transactions require review.
• Finance teams want visibility into unusual or sensitive spending.

Approval Policies create one consistent process for all of this. Once a card has a policy attached, Givefront checks transactions against your rules and sends them to the right approvers.

How Approvals work

Create an Approval Policy

Set up a policy by selecting approvers. You can choose individuals, roles, or multiple levels of review. Then define the conditions that should trigger an approval, such as amount thresholds or specific types of cards.

Attach to Any Card

You can add an approval policy to any physical or virtual card. Cards follow the rules you assign, and team members always know what to expect.

Review and Approve

Approvers receive email notifications and see all pending approvals on their dashboard. Approvals take only a few seconds and stay neatly tracked in Givefront.

Clear Audit Trail

Every approval is logged automatically, giving you documentation for internal controls, grant reporting, and audits.

Why this matters for nonprofits

Approval Policies help organizations:

• Stay aligned with grant rules and budget expectations
• Add structure without slowing down programs
• Reduce after-the-fact corrections
• Improve transparency across departments
• Keep cleaner financial records all year long

It gives staff confidence and gives finance teams the clarity they need.

Try it today

Create your first approval policy and make it easier for your organization to review the transactions that matter most.