calvert givingfund

Some helpful dates to guide you with your fiscal year 2008 giving decisions….

Contribution Type

Instructions

Processing Time

Application and Contribution must be received by:

Securities

1. Complete Application and Letter of Instruction Form
                                       
2. Send to Holding Firm: Original copy of LOI complete with medallion signature guarantee. 
                                         
3. Send to Calvert Foundation: Copy of LOI and Application

2 weeks

December 12, 2008

Mutual Funds

1. Complete Application and Letter of Instruction Form     
                 
2. Send to Calvert Foundation: Original Copy of LOI complete with Medallion Signature Guarantee and Application

2 Weeks

December 12, 2008

Money Wire

1. Complete Application, designating Wire as your contribution type                                                        

2. Instruct your financial institution to wire funds

3-5 days

December 22, 2008

Checks

1. Complete Application designating Check as your contribution type

3 days

Postmark by
December 31, 2008

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