Finance Corner: Investment Fund Payments

Do you pay your pledge or other donations from an Investment Fund? Many Investment Funds no longer automatically include the account holder name (YOUR name) when they send us payments. That means that we don’t know who the money is from and thus cannot apply it to your account. Sometimes our detective skills enable us to figure it out, but other times our skills are no match the job at hand.

If you do send UUCC one time payments from your Investment Fund could you let us know what the fund is (eg Morgan Stanley, Fidelity, Discover), and how much you are sending us? A quick email to [email protected] will help us, a lot. You can also request that your financial advisor include your name with the check.

Thanks in advance!

Your all-volunteer Reconciliation Team

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