Brokerage Account Investing

You can invest in Community Investment Notes through your personal brokerage account in increments of $1,000.

It's an easy two-step process.

Step 1: Pick an investment. Select one of our current offerings below, then provide the corresponding CUSIP # to your brokerage's fixed income desk. We update our offerings and this page twice a month.

CUSIP #Interest RateTermMaturity
13161G5R9 0.50% 1 Year 04/30/2015
13161G5S7 1.00% 3 Year 05/01/2017
13161G5T5 1.50% 5 Year 04/30/2019
13161G5U2 2.25% 7 Year 04/30/2021
13161G5V0 3.00% 10 Year 04/30/2024
Note: Due to Blue Sky regulations, the current offering of the Community Investment Note cannot be offered or sold in the state(s) of Arkansas, Pennsylvania, South Carolina, and Washington.
 

Step 2: Register Your Community Investment Note. After purchasing a Note, you will see it in your brokerage account. Because we don't receive any investor or advisor information from brokerage firms, you won't receive any social impact reporting or be able to target your Note unless you register it. Register your Community Investment Note

 
 

7315 Wisconsin Avenue  |  Suite 1000W  |  Bethesda, MD 20814
Phone: 800.248.0337  |  Fax: 301.280.6060  info@calvertfoundation.org