Donor Advised Fund

An Innovative Approach to Giving

Traditional philanthropists invest their money for financial return and then give the proceeds away. Today’s generation wants its charitable dollars to work even harder. The Calvert Foundation Giving Fund is a 100 percent socially responsible donor advised fund—guaranteeing that all of your donated money is making a sustainable difference from day one.

Make Sustainability Your Personal Legacy

Opening a donor advised fund with Calvert Foundation is the equivalent of starting your own “personal foundation” with as little as $5,000 and none of the complications or expenses associated with setting up a private foundation. When you open a Giving Fund, you receive an immediate tax deduction and your funds start generating positive social returns through the investments you select. Plus, it’s a good value; there are low initial minimums and administrative fees.

Flexible, Full-Service Features

• Choose from a wide range of 100% socially responsible investment options
• Make grants to domestic and international nonprofits, as well as some groups that are not 501(c)(3) designates
• Manage your account online – recommend grants securely through our website
• Work with us to create a portfolio tailored to your risk profile and favorite causes
• Donate non-traditional assets, such as securities and real estate
• Covert your existing private foundation into a Calvert Giving Fund or transfer a donor advised fund you have with another provider
• Continue to work with your current financial adviser

> Find out more about the Giving Fund

> Login to Your Giving Fund Account