Calvert Giving Fund
How Our Note Works
Realize the financial benefits of an investment with the social impact you expect from a charitable donation.
Calvert Community Investment (CCI) Notes bring together the financial benefits of an investment and the social impact of a charitable donation. Each and every dollar you invest is placed in a diversified loan pool with the objective of earning both a financial and a social return.
When you purchase a CCI Note, the full value of your principal is lent out to help underserved communities. As loans are repaid, the capital is lent out again, multiplying the social impact that your investment has created. At maturity, your capital is returned to you with interest.
Calculate Your Impact
Directing even a small percentage of your total investment portfolio to community investment can make a lasting difference in the lives of real families.
| Example | $10,000 for a three year term at 2% |
|---|---|
| Financial Return | $600 in interest, plus principal returned at maturity |
| Social Return | Your investment can finance 36 microenterprises creating 50 jobs abroad, or two affordable housing units for low-income families in the US. |
Want to calculate your impact? Use our Social Return on Investment (SROI) Calculator to see the difference your investment can make!
When you invest, you’ll receive an annual Community Impact Statement that highlights the real-life returns you have created through your investment. You also have the option of targeting your investment to a specific region or group.
Questions? Contact a member of our team!
