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Calvert Social Investment Foundation

7315 Wisconsin Ave.
Suite 1100 W
Bethesda, MD 20814

Contact: Shari Berenbach, Executive Director
Phone: (800) 248-0337
Fax: (301) 280-1399
URL: www.calvertfoundation.org
Email: foundation@calvertfoundation.org
Calvert Social Investment Foundation

The Calvert Social Investment Foundation (Calvert Foundation) was established as a professionally managed facility through which individuals and institutions could invest in low-income communities and families. Calvert Foundation currently has assets of more than $169 million - comprised of more than $120+ million in senior investment from 2,000+ individual and institutional investors. Calvert Foundation manages a $125 million community investment portfolio.

Program

Calvert Community Investment Notes offer individuals and institutions the chance to invest directly into dozens of microlending, low-income housing, and community development loan funds. Community Investment Notes are a flexible instrument, offering: terms of 1, 3 or 5 years, minimums of $1,000, 0-3% return decided upon by the investor, and targeting available by geographic region.

Calvert Community Investments is administered by the Calvert Social Investment Foundation, a 501(c)(3) non-profit organization. Calvert Community Investments should not be confused with any Calvert Group sponsored investment product, is not a mutual fund, nor is it FDIC insured. Calvert Foundation puts a NASD approved Sales and Compensation Agreement in place with broker-dealers of representatives wishing to receive commissions for the sale of CI Notes.

Community GiftShares offer a fully tax deductible contribution option to donors - where funds enter a permanent revolving community loan program with the same kind of targeting that is offered through the Community Investment Notes program. The perpetual philanthropy of Community Gift Accounts represents an new kind of giving - creating measurable impact year after year.

Calvert Foundation also administers the Calvert Giving Fund - http://www.calvertgiving.org.

Client Population

Calvert Community Investments have put capital in over 200 community development organizations. Investments are made into Community Development Financial Institutions, Social Enterprises, Microfinance Institutions and Community Development Banks and Credit Unions, that work in underserved communities.


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