A Beautiful Investment (for Charity)

This is to the nice young lady outside of the Evansville, Indiana Oak Grove Road ALDI grocery store.  You made an investment that returned 41,168% for charity.  Please, let me explain.

IMG_1817Yesterday (Friday, April 24 at about 12:45pm) was the last day of the local United Way food drive.  As a member of one our firm’s two teams competing to see who came up with the most food for the drive, I was headed to ALDI for one last push.  The young guns in the opposing team at our company had forged ahead and this was my chance to catch up.

I have never been to ALDI, but I thought this would be a good chance to get some things in bulk.  As I start into the store, I see that the carts
are lined up neatly to the outside of the door.  Interestingly, there are no carts in the lot or otherwise.  Getting to the carts I wait for a young father and his daughter to get one, and then it is my turn.  Then I realize each cart is locked up and you must have a quarter to rent one (you get the quarter back when returning the cart neatly to the line—thus, no spare carts around in the parking lot).

Now I don’t carry change.  So I can’t get a cart.  And I only have about ½ hour to go for getting my food in to be counted toward the United Way food drive competition at our firm.  I must have looked panicked and I was.

Here comes the neat part.  A young lady headed back from unloading groceries in her car apparently sees the look on my face.  She just smiled, gave me her cart and said “You know they are only a quarter.”

From her generous act, I was able to purchase $$103.17 of food for United Way.  By my calculation that is a return of 41,168% on that quarter
she did not get back.  Thank you, anonymous young lady.  And, I have your quarter.  You can pick it up at my office anytime between 8a.m. and 5p.m., Monday through Friday.

PWP day1 IMG-3991 Sincerely,

T. Taylor Payne, CPA/PFS, CFP®
Grandfather (Papa), Red Rocks Hiker, Golf-a-holic
Investment Manager, President



The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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