In addition to announcing our new offerings, Calvert Foundation is excited to let you know that Incapital has now distributed over $25 Million in Community Investment Notes through brokerage firms.  Incapital president and CEO Tom Ricketts said, "We are pleased to be able to support Calvert Foundation's outstanding track record of making a difference for people in disadvantaged communities, and we are excited to be playing an active role in their efforts."

Calvert Foundation’s Community Investment Notes – a trusted way to fight poverty through investments in affordable housing, small business job creation, microlending, and other community-based efforts – were first made available nationally through Incapital’s network of 400 brokerage firms in November 2005. This arrangement allows investors to purchase and hold Community Investment Notes in their brokerage accounts.

Investments that have come through Incapital have created more than 11,000 jobs, helped to build over 500 affordable homes, and supported more than 600 nonprofits, co-ops and social enterprises.  I wanted to highlight this partnership because it provides a convenient way for clients to invest in community development, microfinance, and social enterprise alongside the rest of their investment portfolio. 

Current Offerings
As always, the current Community Investment Note offerings, as well as the latest news and updates, are available on our Financial Advisor Center at www.calvertfoundation.org/advisors.

Best,

Justin Conway
301.280.1366 direct