Invest

Earn up to 4% while supporting aging-focused projects and organizations.

Invest through Calvert Foundation’s Community Investment Note®. The Note is a fixed-income investment with a 20-year track record and 100% repayment rate to 15,000+ investors.

Your investment is pooled with other investors’ to make loans to enterprises and projects in the Age Strong initiative. We carefully select these opportunities based on their mission and financial health.

How to Invest

Direct

$1,000 minimum

Complete an application and mail in a check. Write in “Age Strong” as the Targeting Preference in the application.

Application

Brokerage

$1,000 minimum

Invest through your brokerage account or financial advisor. Visit Calvert Foundation’s brokerage page to learn how.

Learn More

Online

$20 minimum

Invest through Calvert Foundation’s online investment platform.

Invest Now

You can choose a 1, 3, 5, 10, or 15-year investment term. The interest rate corresponds with the term, and currently ranges from 1.0% to 4.00%.

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

Helpful resources available for download:

Investing in Age Strong

Community Investment Note Fact Sheet

Community Investment Note Prospectus

FAQs

Get answers to common questions about Age Strong.

Other questions?

Contact Calvert Foundation's Investor Relations team:

800-248-0337