Agency Portal

 

Agency Reports Portal

 

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Frequently Asked Questions

Need information for a payment from United Way of Greater Milwaukee & Waukesha County? Have you received an email asking you to register for access to our Portal? 

Reference our frequenty asked questions below!

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 Why are we receiving designation information / payments from United Way of Greater Milwaukee & Waukesha County?

United Way of Greater Milwaukee & Waukesha County processes United Way fundraising campaigns for employers all across Wisconsin and the United States.  So even though we may not be your local United Way, if you received a payment or designation notification email then we are processing gifts for donors in your area. As the processor, United Way of Greater Milwaukee & Waukesha County is responsible for sharing donor information and distributing payments (less any fees).  

 

 How do we get access to donor and payment reports for designations to our non-profit?

Someone at your non-profit needs to be registered to have access to the Agency Reports Portal.  The Agency Reports Portal has a Donor Detail Report that provides real-time information about donors and their designated pledge to your non-profit.  The Agency Reports Portal also has payment reports for designation funds distributed to your nonprofit. 

 

 How and when will United Way payout designations to our non-profit?

Designation information is available in real-time on the Portal so you are able to thank donors for their gift in a timely manner.  Most designation information is available during our annual fundraising campaign (September – December).  Your Agency Contact, the person who is registered to have access to the Portal, will receive an email when we process the first pledged designation to your non-profit for the annual fundraising campaign.  

Payments for pledged designations generally occur the following year in either a one time or quarterly payment (less any fees), except for Paid on Received campaigns. Your Agency Contact will receive a payment notification email for each payout distribution.  


United Way of Greater Milwaukee & Waukesha County has transitioned to direct deposit as our primary method of payment. To avoid delays in payment, register for direct deposit now.

Next Steps


Register for Access to the Agency Reports Portal

You will be asked to provide an account number.  The account number is generally included in our email communications or is the vendor ID on our physical checks.  

Tip: If you do not have the account number, enter your EIN in the account number field and include a comment that you do not have the account number. We will review your registration, and contact you if we need any additional information. 

 

Sign Up for Direct Deposit Payments

Fill-out the Direct Deposit Form and upload a saved copy here.

 

Questions? Contact our Agency Help Desk via email or at 414-269-1999.

© 2020 United Way of Greater Milwaukee & Waukesha County is a 501(C)(3) Nonprofit registered in the US under EIN: 39-0806190.
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