Why Invest?

Finding the Right investment

Live by your principles while making responsible financial decisions

Investors today are rethinking their relationship to money and what it can do to make the world a better place – even as they work to reach their own financial goals. The Community Investment Note strives to provide the financial benefits of an investment with the social impact you expect from a charitable donation.

Dedicating just a small portion of your portfolio to community investment allows you to multiply your social impact while diversifying your holdings.

The great part about being a “social investor” is that you can put your money to work to make the world a better place, even as it works for you and your family. As you grow your portfolio, you can feel a part of the larger community – on a local, national and even a global level.

Is the Community Investment Note Right for Me?*

The right investment will meet your personal and financial goals

At Calvert Foundation, we work with investors who want to do more than just support companies whose work and approach to responsibility are consistent with their values. We create opportunities to invest in organizations that are not traded publicly, but that directly serve the public. These are organizations with roots in the community, and an established record of great work. We give them the flexibility and the capital to grow and expand.

Impact

It is estimated that if all individual investors put just 1 percent of their portfolios into community investments, there would be trillions of dollars available to nonprofits and related community groups.

Investment enables community groups to:

• create jobs
• provide affordable housing
• clean up our environment
• make available essential services like daycare

> Community Investment Note

*As with any investment, please always seek the guidance of your financial advisor.