• How it Works
  • Getting Started
  • Investing Fund Balances
    • Sustainable and Responsible Investment
    • Global Impact Ventures
    • Investment Options
    • Social Return on Investment
  • Recommending Grants

Open a Giving Fund

Giving Fund Login

Download Forms

Request Information

Calvert Foundation

You want to have a lasting impact on the world around you. Get started today with your Giving Fund.

The Process is Easy:

1. Make a one-time tax-deductible contribution of $5,000 or more to Calvert Foundation to set up a donor advised fund. Ways to contribute include:
   - Mail a check and application to Calvert Foundation.
   - Wire funds or transfer securities – make sure to fill out the appropriate paperwork.
2. Recommend how your donated assets should be invested. Choose from a range of socially responsible mutual funds, community development and impact investment options.
3. Through investment income your Giving Fund has the potential to increase in value while awaiting grant recommendations to your favorite charities. 
4. Make grant recommendations on your own timetable (recommended minimum 5% of the balance per year).

> Download or request the forms to start a Giving Fund
> Learn more about the benefits of a Giving Fund

We are more than happy to help you establish a Giving Fund, so please Contact Us.