Calvert Foundation™

It’s a win-win. Earn a financial return while lifting families out of poverty. Find out how


Are You a Financial Advisor?

Show your clients you care not just about their money, but also about their values. We work with hundreds of financial professionals helping their clients meet philanthropic goals through investment.

A New Way of Thinking, A New Way of Investing

Our Community Investment Note has inspired a new class of investing that straddles philanthropy and profit, providing a convenient way for investors to earn a “triple bottom line” return: financial, social, and environmental. The Note is available for terms of one to 10 years at rates up to 3 percent, and is easy to purchase.

“Community investing can help take client relationships to the next level – making the relationship about more than statements and performance.”

- Andy Loving, Financial Advisor
Just Money Advisors, Inc.

The individuals doing business as Just Money Advisors are Investment Advisory Representatives of First Affirmative Financial Network, LLC (SEC File #801-56587, www.firstaffirmative.com). Just Money Advisors is not a registered entity and is not an affiliate or subsidiary of First Affirmative.

Giving Financial Advisors a Competitive Edge

The Community Investment Note helps advisors differentiate themselves by providing a new way to engage with clients. Many of the advisors we work with have told us that bringing this unique offering to the table has given them a competitive edge–and in many cases, the chance for a deeper connection with their clients.

Clients often introduce their financial advisors to Calvert Foundation.  However, we are increasingly finding that advisors are coming to us initially, to help them identify solutions that meet their clients’ desire to do more good with their investment dollars, and to satisfy risk and regulatory requirements at the same time.

Call us at 800.248.0337 to speak with our team about the opportunities we provide to advisors and their clients.

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