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Investments with Charitable Contributions

Investments with Charitable Contributions

Would you like to donate a portion of your interest to a charity of your choice? If so, we will (with a few exceptions) match your contribution, up to 10% of your interest. Here is how it works: First, if you wish to donate, complete the fields provided on the Subscription Agreement Form, including the % of your interest you wish to donate. Second, provide us some information about your charity, which must be a 501(c)(3), also on the Subscription Agreement Form. Third, before we accept your subscription, we will call the charity and set up payment information. If for some reason we cannot make payment to them, they are not a 501(c)(3), or we choose not to match your contribution, we will let you know before we accept your subscription, giving you the option to not subscribe. Fourth, monthly when we calculate your interest we will deduct the percent of interest you selected and keep track of that amount separate from your information. After interest is calculated for all Note holders at the beginning of December of each year, all of the money for each charity will be totaled up and sent in one check to each charity. Each check will have the name and address of each contributor, and the amount each contributed. Our matching portion will be included in the total check.

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