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
13161GAH5 0.50% 1 Year 11/02/2015
13161GAJ1 1.00% 3 Year 10/31/2017
13161GAK8 1.50% 5 Year 10/31/2019
13161GAL6 2.25% 7 Year 11/01/2021
13161GAM4 3.00% 10 Year 10/31/2024

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 Community Investment Note through your brokerage firm, you will see it in your brokerage account. Because we do not receive any investor or advisor information from your brokerage firm, you will not receive social impact reporting unless you register your Community Investment Note.

Complete the form below to register your Community Investment Note and to receive our annual pdfSocial Impact Report . If you have any questions, please call us at 800.248.0337.

 

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