Calvert Giving Fund

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The Giving Fund allows philanthropists to capitalize on the impact of community investing, and sustainable and responsible investing.

The Giving Fund provides a cutting-edge, innovative approach to philanthropy that multiplies your impact by putting 100% of your donated assets to work for the causes you care about. When you open a Giving Fund, you have a menu of sustainable, responsible and community investment options to choose from for investing your donated assets, allowing you to do good as you invest wisely.

Since its launch the Giving Fund has served the strategic philanthropist by offering a competitive and fully featured donor-advised solution with low minimums and costs.

History
The Giving Fund is a project of Calvert Foundation, a nonprofit that began programs to fight poverty through investment in 1995.  In late 2001 Calvert Foundation launched the Giving Fund to accomplish two goals:

  • To combine strategic long-term philanthropy with community investment and socially responsible investment.
  • To demonstrate that philanthropic dollars can be invested in alignment with a donor’s grantmaking, and thereby increase the impact of both.


In 2008, Calvert Foundation created ImpactAssets, a stand-alone 501(c)3, to house the Giving Fund.

Whether it’s through community services like daycare and health centers or poverty alleviation through micro-credit and small business lending, the Giving Fund allows donated capital to be invested with real financial and social returns in support of these issues.  No other donor-advised fund offers such breadth of sustainable, responsible and impact investment options to its donors. The Giving Fund truly offers you the opportunity to tailor your philanthropic investment portfolios to align with your charitable goals.