Calvert Foundation Financial Advisor Center

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A simple process that can start a lifetime of informed giving.

The Process for Opening a Calvert Giving Fund is Easy:

  1. Make a one-time tax-deductible contribution to start (minimum $5,000).
  2. Recommend how your Giving Fund Assets should be invested.  Choose from a range of socially responsible mutual funds and community investment options.
  3. Your Giving Fund earns interest and goes to work immediately building healthy communities, while awaiting grant recommendations for your favorite charities. 
  4. Manage the account online and recommend grants on the client’s own timetable.

Ways to Contribute:

You can start your own Calvert Giving Fund with a completed application and as little as $5,000.  The most common ways to fund a Giving Fund are:

  • Mail a Check to Calvert Foundation
  • Call Calvert Foundation to initiate a wire transfer
  • Contribute Securities or Mutual Funds with a completed Letter of Instruction

> Download or order the forms to open a Giving Fund
> Learn more about the benefits of a Giving Fund

We will work with you to establish your Giving Fund.  If you need assistance, please call us at 1.800.248.0337.