Million Dollar Round Table Foundation

Grant Programs: Quality of Life Grants

View 2008 Quality of Life Grant Recipients
Download Application

Quality of Life Grant Application

(All applicants must review MDRT Foundation grant application guidelines and eligibility requirements before downloading an application.)

The Quality of Life Grant Program recognizes outstanding volunteerism by MDRT members on behalf of a charitable organization. Their efforts are commended and the volunteers selected receive a Quality of Life Award in honor of their service to improve the quality of life for those less fortunate. Quality of Life grants are tiered and start at $2,500 (up to 20 awards), $5,000 (3 awards), $10,000 (2 awards) and $25,000 (one award).

Applicant (MDRT Member) Eligibility

Applicant must be an MDRT member in the year that the grant is awarded.
Only one Quality of Life grant (other than the top six) may be awarded to any individual in a three-year period.
Upon receiving one of the top six Quality of Life awards, an applicant may no longer apply under the Quality of Life program. (Applicant may apply under a different MDRT Foundation program, subject to eligibility.)
Applicant may only apply for, or endorse, one application per year for all grant programs, subject to eligibility.
Applicant must be a contributor to the MDRT Foundation.

Eligible Organizations

The MDRT Foundation supports causes that serve to improve the quality of life for people in need throughout the world, and serve as a reflection of the positive role that financial professionals play in the lives of others. Grants are only awarded to organizations or programs that are non-sectarian, responsibly managed, employ appropriate fiscal accounting procedures, and are classified as 501(c)(3) by the Internal Revenue Service. For applicants outside of the United States, an appropriate document from your government will be accepted. These organizations may include:

Volunteer emergency services, emergency food or shelter groups.
Service to people with disabilities and mental health services (including alcohol and drug dependency programs).
Programs for youth, senior citizens or at-risk groups, provided they are conducted on a not-for-profit basis.
Unique and unusual charitable programs.

Ineligible Organizations

The MDRT Foundation does not provide funding for any of the following:

Individuals.
Private charity, foundation or donor-advised fund.
Organizations not exempt under Section 501(c)(3) of the Internal Revenue Code, and not eligible for tax-deductible support.
Religious organizations or sectarian causes, unless the particular program will benefit a large portion of a community without regard to religious affiliation and does not duplicate the work of other agencies in the community.
Political causes, candidates, organizations or campaigns.
Organizations that discriminate on the basis of age, color, citizenship, disability, disabled veteran status, gender, race, religion, national origin, marital status, sexual orientation, military service or status.
Organizations whose primary purpose is to influence legislation.
Endowments or capital campaigns.
Film, music, TV, video and media production projects or broadcast program underwriting.
Sports sponsorships.
Fundraising events (such as dinners and walkathons).
Performing arts tours.
Fraternal groups or similar clubs.
Colleges, universities or schools, unless the request is for a program or activity that benefits the public at-large or an at-risk group.
Association memberships.
General scholarship requests.
Organizations whose primary role is re-granting funds.

Notice of Non Discrimination: As a matter of policy, the MDRT Foundation does not discriminate on the basis of race, color, sex, sexual orientation, age, religion, national or ethnic origin, or physical disability. The MDRT Foundation is neutral on, and does not fund, programs that support pro-life or pro-choice issues.

How to Apply

Applications must adhere to the following guidelines:

Typed and in keeping with general word processing formats.
Include all category headings noted on application.
No longer than three pages in length.
Include a copy of the requesting organization’s IRS determination letter showing that they are classified as 501(c)(3). For applicants outside of the United States, an appropriate document from your government will be accepted.
Submitted in English. If necessary, application and attachments should be translated by a certified translation service.
A letter of endorsement of no more than one page must be included by the Executive Director (or appropriate senior staff) of the charitable organization. This letter should endorse the facts of the application and note the role of the MDRT member within the organization. Note: Endorsement letter is in addition to the three-page application maximum.
Photographs and/or video may be submitted in support of your application. Note: Submitting photographs and/or video constitutes permission for the MDRT Foundation to reproduce or reuse the materials for promotional or publicity purposes relative to any grants awarded.
Hours volunteering per month should be an average of the hours worked based on a full year (as opposed to just the busiest month of the year).

Quality of Life Grant Application
Download the application using Adobe Acrobat Reader

If you do not have Adobe Acrobat Reader, go to: http://www.adobe.com/products/acrobat/readstep.html

For more information, contact the MDRT Foundation by:

E-mail: grants@mdrt.org
Phone: (847) 692-6378
Fax: MDRT Foundation, ATTN: Grants at (847) 518-8921
Mail: MDRT Foundation, ATTN: Grants, 325 West Touhy Avenue, Park Ridge, IL 60068-4265, USA