Grant Programs: Worldwide Grants

View 2009 Worldwide Grant Recipients
Download Application (PDF)

Worldwide Grant Application

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

 

The Worldwide Grant Program provides grants to charities in MDRT member communities around the world. Worldwide grant award amounts are based on the size and scope of the organization and/or the program for which the applicant requests funding. Regional or local programs typically receive grant funding ranging from $500 to a maximum of $5,000. National or international programs typically receive grant funding ranging from $5,000 to $25,000, though there is no stated limit as to the amount that can be requested.

 

Eligible Organizations

The MDRT Foundation supports causes that serve to improve the quality of life for people in need around 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.
  • Services for 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.

Applicant (MDRT Member) Eligibility

  • Applicant must be an MDRT member in the year that the grant is awarded. 
  • No charity or MDRT member/sponsor of a grant award is eligible to apply for consecutive-year funding for any grant program.
  • Applicant may only apply for, or endorse, one application per year for all grant programs, subject to eligibility.

How to Apply

Applications must adhere to the following guidelines:

  • Typed and in keeping with general word processing formats.
  • Include all category headings.
  • Include all required attachments.
  • No longer than five pages in length.
  • Submitted in English.  If necessary, application and attachments must be translated by a certified translation service.
  • 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.

Worldwide 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: (847) 518-8921
  • Mail: MDRT Foundation, ATTN: Grants, 325 West Touhy Avenue, Park Ridge, IL, 60068-4265, USA