Current Offerings

Purchasing through a brokerage account

For investors working with financial advisors or who have personal brokerage accounts, the Community Investment Note can be purchased and held directly in personal brokerage accounts. This page is updated twice a month with our current brokerage account offerings (rate and term combinations, and the associated CUSIP brokerages need to identify the offering). Notes can be purchased by calling your brokerage’s fixed income desk with the CUSIP to make the purchase in $1,000 increments.

While the purchase instructions are listed below, we highly encourage you to contact us at 800.248.0337 so we can make the process as easy as possible for you.

For Pennsylvania Residents: Pursuant to the regulations of the Pennsylvania Securities Division, investors residing in the State of Pennsylvania are directed to click here.

> Prospectus
> Pricing Supplement

Register your note to receive information on your investment's impact

After purchasing a Note, you will see it in your brokerage account and Calvert Foundation will put it to work through our portfolio groups. Because we don’t receive any investor or advisor information from brokerage firms, you won’t receive any social impact reporting unless you let us know you invested.

By filling out the form below, you will receive confirmation of your investment and reporting on the important impact your investment is having in communities. (To see our latest Social Impact Report, click here.) If you have any questions, please call us at 800.248.0337.

Advisor Information (if applicable)
Name:
Firm:
Phone:
Email:
Receive advisor-only email updates?
Investor Information
Name:	(required) Invalid Input
Address 1:
Address 2:
City:
State:	(Choose one)AK - AlaskaAL - AlabamaAR - ArkansasAZ - ArizonaCA - CaliforniaCO - ColoradoCT - ConnecticutDC - Washington, DCDE - DelawareFL - FloridaGA - GeorgiaHI - HawaiiIA - IowaID - IdahoIL - IllinoisIN - IndianaKS - KansasKY - KentuckyLA - LouisianaMA - MassachusettsMD - MarylandME - MaineMI - MichiganMN - MinnesotaMO - MissouriMS - MississippiMT - MontanaNC - North CarolinaND - North DakotaNE - NebraskaNH - New HampshireNJ - New JerseyNM - New MexicoNV - NevadaNY - New YorkOH - OhioOK - OklahomaOR - OregonPA - PennsylvaniaRI - Rhode IslandSC - South CarolinaSD - South DakotaTN - TennesseeTX - TexasUT - UtahVA - VirginiaVT - VermontWA - WashingtonWI - WisconsinWV - West VirginiaWY - Wyoming
ZIP:
Email:
Receive periodic email updates about Calvert Foundation’s work?
Investment Information
Investment Amount:	(required) Invalid Input
Approximate Date of Purchase:
CUSIP or Rate/Term Combination:
Targeting Recommendation:	(Choose one)Where Most NeededDomestic: Pacific NorthwestDomestic: WestDomestic: Northwest CentralDomestic: South CentralDomestic: North CentralDomestic: SoutheastDomestic: Middle AtlanticDomestic: New EnglandInternational: Microfinance and Fair TradeGulf Coast Recovery (2% cap on investments)Social EnterpriseHabitat for Humanity Investment Program (1.5% cap on investments)Independent MediaJewish Funds for Justice Community Investment InitiativeMicroVest mPower ProgramNational Peace Corps AssociationOikocredit World Partnership (2% cap on investments)OneWorld Community Investment Program by MMA & MEDACustom Targeting for $50,000+ investments (explain below)Contact Me to Discuss Targeting Options
Additional Comments:
	Refresh Invalid Input

Calvert Foundation does not share, rent, or sell this information. For more on our privacy policy, click here.