Calvert Foundation Financial Advisor Center

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Add a valuable product to your clients investment options and earn compensation at the same time.

For DTC Notes Purchased in Brokerage Accounts:

  • Compensation is provided to the brokerage house at time of purchase.  The actual compensation the broker receives depends on the brokerage firm’s agreements with the broker and InCapital (our distributor)
  • Calvert Foundation’s compensation ranges from 30 – 137 basis points depending on the term of the Note (ie. 30bps for 1 year Notes, 50 bps for 3 year Notes, 87 basis points for 5 year Notes, 137 for 10 year Notes)

For Direct Paper Notes Purchased Directly Through Calvert Foundation:

  • Compensation is a 25 basis points trailer on all Notes, regardless of term. 
  • To receive compensation for Notes purchased directly through Calvert Foundation, your firm must have a signed selling agreement in place. 

If have any questions about the Community Investment Note and/or its compensation, please call Calvert Foundation at 800-248-0337 and ask for our Sales Desk.