Purchasing through a brokerage account - Two Easy Steps
The Community Investment Note can be purchased and held directly in personal brokerage accounts. This page is updated twice a month with our current 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. We highly encourage you to contact us at 800.248.0337 so we can make the process as easy as possible for you.
Step 1: Select an Offering and Call Brokerage with Associated CUSIP
Due to Blue Sky regulations, the current offering of the Community Investment Note cannot be offered or sold in the state(s) of Pennsylvania, South Carolina, and Washington.
Step 2: Register Your Community Investment Note
After purchasing a Note, you will see it in your brokerage account and Calvert Foundation will invest that full amount in our portfolio of high social impact organizations. 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.