Community Investment Notes
In addition to adding value to client relationships, introducing the Calvert Giving Fund to your clients pays compensation for your assistance.
15 Basis Points Trailer
Advisors will be paid compensation of an annualized 15 basis points trailer on the average balance of a client’s account. Trailers are paid out quarterly, as long as funds remain in the Giving Fund.
Financial advisors should contact Calvert Foundation in advance of introducing this philanthropic option to clients to be sure an agreement is in place with your firm. Agreements are not needed to provide account access, but are required in order to provide compensation.
If you have any questions about the Calvert Giving Fund and compensation, please call Calvert Foundation at 800-248-0337 and ask for our Sales Desk.
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