Social Return on Investment

Investments That Double Your Social Impact

While your funds await grantmaking, they are invested for financial gain and social impact in your choice of over 15 investment options. The Giving Fund does not invest in companies that profit from child labor, pollution, and discrimination. Calvert Group's socially responsible mutual funds invest in companies with positive track records on the environment, employment, product safety, human rights, and other crucial social issues. Calvert Group has been a leader in the field for 25 years and is the largest family of socially responsible mutual funds.*

And, with Calvert Foundation’s Community Investment Note, the investments will be hard at work in communities, building affordable housing, financing community facilities, and helping people in developing countries to start small businesses to lift themselves out of poverty.

The Impact of your Giving Fund's Invested Assets
Sample Fund Size	$10,000 average balance
Allocation to Community Investment Notes	$5000 (50% allocation)
Social Impact After Three Years	Your Giving Fund finances 19 microenterprises creating 25 jobs abroad, or builds one affordable housing unit.

* Calvert Group Ltd. is a separate legal entity from the 501(c)(3) nonprofit Calvert Foundation, the offerer of the Giving Fund.