Reflecting on 2011, Looking forward to 2012

A Note from Calvert Foundation CEO Lisa Hall

Every day, we at Calvert Foundation hear stories that give us hope for a brighter future. Every day, people use capital from our investors and donors to start new businesses, build affordable homes, and make their communities better. Every day, new investors buy the Community Investment Note, aligning their investments with their values, earning social as well financial returns.

In my first year as CEO at Calvert Foundation, I have been amazed by the compassion of our donors and investors and the astounding effects we are having on the lives of people across the world.

Currently, our investments include:

• $104 million to help create jobs and grow businesses
• $65 million to ensure that families have decent affordable homes
• $30 million for community facilities, like charter schools, health care centers, and arts facilities
• $4 million for Fair Trade and sustainable agriculture

I find my work at Calvert Foundation to be immensely rewarding. I am constantly impressed by the great work of our staff, the organizations in which we invest, the people they support, as well as our investors, donors, and friends that make it all possible.

I am pleased to report some of our many accomplishments in 2011, a year in which we:

• Completed the first phase of an intensive strategic visioning process to position Calvert Foundation to better serve investors, donors and communities in need (stay tuned!)
• Worked with partners to launch the $200 million FreshWorks Fund, supporting the availability of healthy food and jobs in California
• Participated in the first-ever White House event on “Building an Impact Economy”
• Earned media coverage from publications such as Forbes, the Huffington Post, and the Washington Post
• Added phenomenal new staff including John Ducey, Catherine Godschalk, Michael Grossman, and Richard Tran

As we look ahead to 2012 and all of the opportunities a new year represents, we see the chance to create even more bright futures. Please know that your support makes this work possible. I wanted to take a moment to thank you. This holiday season, we at Calvert Foundation send our best wishes to you, your families, and friends.