Investment Options

Calvert Foundation offers its investors a variety of ways to invest their funds. All are 100% socially responsible, but allow you to choose the aggressiveness of the social return as well as the financial return.

Once you make a tax-deductible contribution to open a Giving Fund, you can invest the fund balance in socially responsible mutual funds managed by Calvert Group, and directly into community development programs through Calvert Foundation's Community Investment Note.

Donors can choose from 15 different Calvert Mutual Funds, in addition to the Community Investment Note.

Donor Advisors have three ways to invest Giving Fund assets:

1) Customized Allocation
This option provides the most flexibility by allowing you to customize your own allocation by choosing any combination of Calvert Group's Mutual Funds and Calvert Foundations Community Investment Note.

2) Standard Allocation
The Standard Allocation is intended to offer a balance of high social and community impact, appreciation potential, and short-term stability for funds – protecting Giving Funds from unwanted volatility associated with investment in the stock market. It consists of the following Pools:

3) Balanced Allocation
The Balanced Allocation is offered for Giving Funds considering longer-term grant making horizons, seeking potentially higher appreciation and willing to be exposed to the risks and volatility associated with some equity investment. It consists of the following Pools:

Investment Options

Calvert Foundation offers its investors a variety of ways to invest their funds. All are 100% socially responsible, but allow you to choose the aggressiveness of the social return as well as the financial return.

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