Finance Portal
Welcome to the United Way of San Diego County Agency Portal!
This agency portal will provide donor details for any contributions disbursed via check or automatic deposit from United Way of San Diego County. If this is your first visit, please contact donorservices@uwsd.org to register for portal login access.
Three reports will be available for your review:
- Payee by Organization Report – provides donor level details about your contribution
- Acknowledgement to Agencies Report – provides the annual amount pledged, contact information, and any specific designations for the gift as provided by the donor
- Agency/Program Report – provides the amount due to each specific program under your organization
Beginning March of 2025, to help offset the costs associated with printing checks, a check fee will be applied to all future check disbursements. Please click on the Electronic Funds Transfer link below and upload the form directly to your account via the Agency Portal.
Thank you for helping us stay green!
United Way of San Diego County uses GuideStar/Candid to perform verification of 501(c)(3) status. Some organizations, such as houses of worship, independent ministries, governmental organizations, and other nonprofits, are not legally required by the federal government to apply for tax exemption through the IRS. If your organization falls under this category, on an annual basis, we need the Patriot Act Compliance form completed and submitted before we can make a distribution. Please click on the Patriot Act Compliance link below and upload the form directly to your account via the Agency Portal. If you have questions about the Patriot Act Compliance, please review the Patriot Act Cover Letter document.
If you have any trouble uploading your documents or with logging into the Agency Portal, please submit your forms and inquiries to donorservices@uwsd.org and we will connect with you promptly!