Built for Any Complexity
We’re experts in campaigns with multiple designations, giving platforms, and distribution rules.
Full-Service Pledge Processing for Modern Campaigns
We simplify the complexity of your campaign by handling intake, tracking, vetting, reconciliation, and payouts with accuracy and care. Our pledge processing services include:
Pledge Intake & Data Management
Capture donor intent, without missing the details.
- Donor designation tracking
- Data import and validation for national campaigns
- Matching gifts, payroll deductions, and one-time gift support
- Pledge entry from paper, online, or third-party platforms (additional fee service)
Designation Management & Agency Vetting
Send the right funds to the right places, every time.
- Vetting of recipient organizations
- United Way and non-United Way payout management
- EIN verification and compliance tracking
- Handling of giving “to” vs. “through” United Way
Reporting & Fund Disbursement
Deliver transparency to agencies and confidence to your funders.
- Designation payout reporting
- Grant and donor-specific allocation reporting
- Integration with accounting systems
- Agency payment processing
Trusted for Transparency, Accuracy, and Peace of Mind
You need clean data, vetted agencies, and documentation you can rely on. We bring structure and scalability to a process that’s often messy and manual.
No More Spreadsheet Guesswork
We bring structure and automation to what used to be a manual, error-prone process.
Integrated With Your Finance Stack
Our pledge data feeds cleanly into your accounting system; no copy-pasting, no surprises.
Audit-Ready Documentation
We track every donation’s origin, intent, and final payout, so you’re always prepared for the next audit or report.
Trusted by Nonprofit Operations Teams Nationwide
View Full Testimonial…Pleased we are again with the professionalism, with the hospitality, with training, with the leadership and that’s just been wonderful so that we can then do our job and live our mission…
View Full TestimonialTo our friends at Upic, we could not do our work without you. You are truly a part of our team, and we appreciate you so much. Thank you for everything that you do.
View Full TestimonialWe’re in the business of helping people, help each other. And having a company like Upic that knows United Way, that breathes United Way, it is very important.
