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Current OfferingsPurchasing through a brokerage accountFor 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 Register your note to receive information on your investment's impactAfter 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. Calvert Foundation does not share, rent, or sell this information. For more on our privacy policy, click here. |
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