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Community Investment Note

The Community Investment Note® (Note) is how you invest in our portfolio of financial intermediaries, projects, and funds that are financing high-impact organizations. Since 1995, we have mobilized over $2 billion into this work. 

How to Invest

 
 
Online

$20 minimum

 

Invest online through our sales platform.

Invest

Brokerage

$1,000 minimum

 

Invest through a brokerage account or financial advisor.

More

Direct

$20 minimum

 

Complete an application and return with your check.

Application

 

Community Investment Note Overview


Asset class Fixed income
Inception date 1995
Note balance* $585,885,697
Financial return 0.40–2.50% at terms of 1–10 years
Social return Measured annually, and reported through annual Impact Report and quarterly updates
Performance ** 100% repayment of principal and interest since inception
Sales charge None; investor dollars are not used to pay sales commissions, existing debt, or any other Calvert Impact Capital expenses

* As of Q2 2021

** Past performance is no guarantee of future results. As with all investments, there is risk. Please read our pdfprospectus before investing.

 

Downloads

pdfCommunity Investment Note fact sheet

pdfRisk management overview

pdfCommunity Investment Note application

pdfPricing Supplement

pdfProspectus

 
 

Brokerage Account Investing

 

Step 1: Pick an investment. Select one of our current offerings below, then provide the corresponding CUSIP # to your brokerage's fixed income desk. We update this table twice a month.

Trade Date: 10/15/2021 (Noon EST)

CUSIP #Interest RateTermMaturity
13162EDA1 0.40% 1 Year 10/14/22
13162EDB9 1.00% 3 Year 10/15/24
13162EDC7 1.50% 5 Year 10/15/26
13162EDD5 2.50% 10 Year 10/15/31

Step 2: Register your Note. After purchasing a Community Investment Note through your brokerage firm, you will see it in your brokerage account. Because we do not receive any investor or advisor information from your brokerage firm, you will not receive social impact reporting unless you register your Note. Complete the form below to register your Note and to receive our annual Impact Report. If you have any questions, please call us at 800.248.0337.

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Financial Advisors

Get bi-weekly advisor updates from Calvert Impact Capital

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Contact Us

Email us at info@calvertimpactcapital.org or give us a call at 800.248.0337.