Calvert Foundation™

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

WINWIN: A Project of Calvert Foundation

Community Investment Note

Doing Good While Doing Well

Community Investment can help lift people out of poverty while earning you a financial return

When you purchase a Community Investment 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.

Reporting on Impact

Social Impact Report
Each year, investors are provided with a detailed report on the real-life impact of their investments. Learn how our sound investments have enabled organizations to help improve lives and alleviate poverty in communities around the world.

Work with a Trusted Partner

For 15 years, Calvert Foundation has offered an investment product that allows everyday people to make a difference in a smart, sustainable way. Calvert Foundation manages more than $200 million raised from thousands of caring investors who want to lift people out of poverty while earning a financial return on their investment.

What About Risk?

The Community Investment Note is a security that meets federal and state registration requirements, and allows investors a convenient way to make communities part of their investment portfolios. The Note portfolio is professionally managed by a team that uses industry-leading due diligence to carefully vet each group we loan to. So you can be assured that your investment dollars will be used effectively to help individuals and families.

  • We have over $28 million in security enhancements on a $200 million portfolio, providing many layers of protection for investors. This means that there is money set aside to be available to our investors in the case of portfolio loss.
  • We have incurred losses of less than 1 percent over the last 15 years.
  • None of our investors have ever lost money.

Past performance is no guarantee of future results. As with all investments, there is risk. Please read our prospectus before investing.

Questions? Please call us at 800.248.0337.

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