Calvert Foundation™

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


Investor Gallery

EILEEN FISHER

Eileen Fisher she started her fashion business with $350 and a few simple pieces she displayed in a friend’s booth at a boutique show. Now, having expanded her line into a multimillion dollar empire, she supports those just starting out – through her business, her own personal foundation, and through her Community Investment Note, which she targets to microfinance.

“As an investor you earn a financial return, but more importantly you are creating the opportunity for a woman in the developing world to better care for herself and her family,” said Eileen, an investor since 2006. “I couldn’t have gotten to where I am today without support from others. I am so glad to be able to support women microentrepreneurs.”

Learn more about Eileen at www.eileenfisher.com.

SUSAN PITCAIRN

Consistent with her lifelong love of nature, Susan Hubble Pitcairn was looking for an innovative to support sustainable, community-based projects. Following the advice of a friend, Susan decided to check out the Community Investment Note.

“It is one of the most positive options around for helping lift people out of poverty and towards self-reliance,” she said. “It offers a reliable return on your money as well, a true win-win.”

Susan, an artist, lives with her husband Richard in Sedona, AZ. The high desert provides the perfect setting for her workshops, which focus on capturing the beauty of the colorful natural landscape. Learn more about Susan at www.susanpitcairn.com.

SETH GOLDMAN

Seth Goldman is the President and TeaEO of Honest Tea, which offers delicious organic teas, thirst quenchers, and Honest Kids drink pouches. Prior to starting Honest Tea, Seth was on the marketing team at Calvert Group, which was instrumental in starting Calvert Foundation.

As a Board member – and investor in the Community Investment Note – Seth advises Calvert Foundation on marketing and branding, as well as other functions.

“Having been at the table when Calvert Foundation was just getting started, it's exciting for me to connect with the organization and the evolving challenges of community economic development,” he said.

To learn more about Seth Goldman and Honest Tea, visit: www.honesttea.com/seth.

MARTA SANTIAGO

Service is a lifestyle. It does not exist asymmetrically across different aspects of our lives; it must be interwoven into every aspect. Such is the philosophy of Marta Santiago, a New Mexico resident and Community Investment Note holder since 2005.

After experiencing some restlessness about the public companies her 401(k) invested in, Marta decided to actively seek out some alternatives.

When she came across Calvert Foundation, Marta was thrilled: “Calvert Foundation offered me a great opportunity to give food to my soul when it came to switching from Wall Street to an organization that is entirely devoted to helping the community, especially the needy, in a varied, fruitful, and meaningful manner.”

TOM CLAYTON

Tom Clayton says he is proud and honored to be part of the growing Calvert Foundation family, a group that he feels is leading the way in bringing about a transformation of consciousness dedicated to creating a world that works for all.

“My involvement with the Calvert Foundation has resulted in a transformation of my consciousness in a profound way,” he said. “As a result, I have shifted from a paradigm of being concerned about how well my investments are doing to one where my primary concern is how much good they are doing. I can’t begin to express how grateful I am to Calvert Foundation for its role in bringing about that shift for me.”

Tom says he has enjoyed becoming a vital and important part of a growing movement of people who are using their money to demonstrate their deepest values pertaining to social change, compassion and contributing to the healing of our species and our planet. “It is gratifying to know that the Calvert Foundation has committed itself to leading the way in helping investors shift from ‘me’ to ‘we’,” he said.

ALAN LEDFORD

Alan Ledford, an undergraduate at the University of Virginia, sought a summer internship that would give him exposure to microfinance. He landed a position at Calvert Foundation, where he spent the summer of 2009 assisting the Marketing, Sales, and Services team.

Alan grew up in northern Virginia, but has visited 23 countries around the world – including China, India, and South Africa. His passion for foreign cultures made him fit right in with the well-traveled staff of Calvert Foundation.

Soon after completing his internship, Alan opened his own Community Investment Note. "After working at Calvert and seeing first hand everything that they do, I couldn't imagine not investing with them," he said.

KATHY LEONARD

Kathy Leonard has been a Financial Advisor specializing in Socially Responsible Investing since 1983. In the 12 years prior to her current position with UBS, she founded and managed The Center for Responsible Investing.

Kathy helps individuals, businesses and nonprofits integrate their social and financial goals. She is proud of the fact that her clients have committed a significant portion of their portfolios to community investing. To this end, Calvert Foundation recognized Kathy as Community Investing Advisor of the Year in 2003 and 2004.

Kathy also invests her own money in the Community Investment Note. “My commitment to social investing is a deeply rooted value that I share with my clients, who are thrilled to make community investing part of their portfolios," Kathy said. “It is critical to helping them meet both their financial as well as social goals.”

Click here for information on how to contact Kathy.