The CRF Individual Investor Program, Offered by Calvert Foundation
Putting your money to work for the good of your community has never been easier. Now, individual investors can support high-value, community-based economic development initiatives with the CRF Individual Investor Program from Community Reinvestment Fund, USA and Calvert Foundation.
Community Investment – Simplified by CRF
The CRF Individual Investor Program combines positive social impact with economic returns:
- Every $1 invested, CRF and its lending partners can create at least $28 of direct community-based economic impact.
- Investments support vital community services, such as affordable housing, childcare and health care.
- Investments provide patient debt for businesses that create opportunities for communities.
The CRF Individual Investor Program is ideal for:
- Individual investors who want a strong social return-on-investment.
- Institutional investors looking to diversify their community investments.
- Financial advisors seeking a smart, financially beneficial investment for clients interested in achieving a “double bottom-line.”
Program features include:
- Community impact reports, so investors can see how CRF and its lending partners are helping people and making a difference in communities.
- Variable investment amounts starting at $1,000, so investors at all income levels can participate.
- Variable investment length from one to 10 years, so investors can customize their investments based on needs and objectives. - Flexible social rate of return from 0%-3%, allowing investors to limit their financial rate of return and increase community benefits.
Benefits for individual investors:
- Investment opportunities that earn a personal financial return while supporting values-based community initiatives.
- Opportunities to impact change at a local level.
- Provides greater social impact than traditional charitable contributions and conventional investment products.
Benefits for financial advisors:
- Standard CUSIP identification number to simplify the purchase process.
- Investment opportunities that reflect a client’s core beliefs.
- Competitive differentiation from other brokerage firms.
For more information:
Click here to download an information sheet.
To learn more about the CRF Individual Investor Program, call Emily Seifers at 612-305-2067 or email emily@crfusa.com.
To Invest, Contact Calvert Foundation
Note: This does not constitute an offer nor the solicitation of an offer to sell any securities.* The investments, known as Community Investment Notes, are not obligations of, or in any way guaranteed by, Community Reinvestment Fund, USA. Community Reinvestment Fund, USA is not a registered broker-dealer under Federal securities law.
*Through this program with CRF, Calvert Social Investment Foundation, a 501(c)(3) nonprofit, offers the Community Investment Note, a 1-10 year note earning up to 3% interest. The Note is subject to certain risks, is not a mutual fund, is not FDIC or SIPC insured, and should not be confused with any Calvert Group-sponsored investment product. This document is neither an offer to sell nor a solicitation of an offer to buy these securities; only the prospectus, which should be read before investing, makes the offering.