• Investment Products
  • Community Investment Note
  • Portfolio and Impact Options
  • Safety and Security
  • How to Invest
  • Compensation
  • Target an Investment

Community Investment Notes

Calvert Giving Fund

Advisor Newsletter

How to Invest

Contact Sales Desk

There are two convenient ways to invest with Calvert Foundation, pick the one that meets you and your clients needs.

DTC Note
DTC Community Investment Notes can be conveniently purchased in brokerage accounts using the CUSIPs listed on the homepage of the Financial Advisor Center. Your taxable fixed income desk can locate the Note offerings on our issuing partner InCapital's Bloomberg page: INCP. DTC Notes appear on client statements and pay compensation at time of purchase. Please call 1.800.248.0337 and ask for our Sales Desk for details.

Direct Paper Notes

Direct Paper Notes can be purchased directly through Calvert Foundation by filling out an application and mailing it in along with a check or money wire. Direct Paper Notes pay an annual 25 basis points trailer to advisors of firms with active selling agreements. Please download or order a Community Investment Note Kit for all you need to know about the Note and how to invest.

> Request a Kit
> Learn about Advisor Compensation