Community Investment Notes
Calvert Foundation's Donor Advised Fund offers a high impact way to invest philanthropic assets while your client takes time to plan their giving.
Opening a Calvert Giving Fund is the equivalent of starting your own “personal foundation,” with benefits including a low $5,000 minimum donation, low administrative fees, an easy to manage account, high-impact investment options, tax advantages, and informed giving resources. Calvert Giving Fund is a donor advised fund that enables philanthropists to capitalize on the positive impact of socially responsible investment in combination with strategic and informed giving.
It also enables you, the advisor, to receive compensation that doesn’t come from your client or the charities they support.
> Learn more about the Giving Fund
> Start a Giving Fund
> Capitalize on the Tax Benefits
> Broker Compensation
> Utilize our Philanthropic Resources
> Download or order the forms to open a Giving Fund
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