Paying your pledge or making a donation via your bank’s bill pay system is very convenient and efficient. Start by logging into your bank’s web site under your account and look for an option called “Bill Pay”, “Auto Pay” or something similar. Typically, you’ll first set up UUFSD as a vendor in your payee list and then schedule payments.
Typical info you will need to know to set this up through your bank is as follows:
- Start Date: You can start anytime, but members often choose a date in July to align their pledge payments with UUFSD’s fiscal year.
- Memo: This is really important! Make sure you identify the correct fiscal year for your pledge. For example, if you are pledging for UUFSD’s July 1, 2019 – June 30, 2020 fiscal year, put ‘Pledge FY19-20′ in the memo.
- Account: Your name
- Phone Number: 858-755-9225
- Mailing Address:
P.O. Box 201
Solana Beach, CA 92075
Note: Any payment you make directly from your retirement account (eg. through Bill Pay) is counted towards your Required Minimum Distribution (but is not taxed). Also you can set up a donor-advised fund described below (see member Charlie Mayfield for details).
A DONOR-ADVISED FUND, or DAF, is a giving account established at a public charity sponsor (likely your investment firm). It allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.