Calvert Giving Fund

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Open a Calvert Giving Fund and take the first step towards a lifetime of planned high-impact giving!

Open Your Giving Fund Today!

1) To open your Giving Fund, please read the circular and complete the application form, or request a kit by mail.
Then choose a name for your Giving Fund (e.g. The Smith Family Fund) and identify any successors. Please note, there is a $5,000 minimum donation required.

2) To donate securities, fill out and submit the Letter of Instruction for the transfer of Mutual Funds and Securities, and call 800.248.0337 so that we may contact your advisor. To learn more about the tax implications of donating securities, please consult with your financial or tax advisor.

3) After your account is activated, you’ll receive written confirmation. All reporting and account information is available to you on a daily basis at www.calvertgiving.org, and will be mailed to you quarterly.