About Us

2017 MDRT Annual Meeting Charity Partner: Give Kids The World Village
Our mission

To increase member and industry participation and to give funds to worthwhile charitable organizations throughout the world.

Our mission
To Build Stronger Communities

Through generous support from MDRT members and industry partners, our global grant programs fund nonprofit organizations that build stronger families and communities worldwide.

To Engage, Network and Give Back

We offer a meaningful way for MDRT members to engage and give back to people in need. Through the global grant programs, members are empowered to be philanthropic leaders through volunteerism and leadership in the communities in which they work and live.

To be the premier charitable foundation involving all members and improving the quality of life for those in need.

Our history

Years of Service

In 1956, MDRT President, Arthur F. Priebe, CLU directed a corporate gift made in his honor to support the larger needs of the community, which led to the creation of the MDRT Foundation in 1959. During the next 10 years, MDRT members pooled their resources together to strengthen this newly founded charitable organization. The combined generosity of individual contributors enables the MDRT Foundation to make the biggest impact on improving the lives of children and families in need.

Our foundation is the charitable arm of the Million Dollar Round Table, The Premier Association of Financial Professionals. The Foundation is committed to supporting charities that MDRT members care about. All MDRT Foundation grant awards have been endorsed by a current member of MDRT. 

WATCH OUR FOUNDATION VIDEO Watch
usd 32 million

In grants awarded to life-changing charitable organizations worldwide since 1959.

Our global grant programs support social service agencies, education and advocacy programs, medical agencies and many other causes committed to empowering people in need.

empowerment
OUR LEADERSHIP

Leadership and Excellence

The MDRT Foundation has always been led by a committed group of MDRT volunteer leaders. Through their compassion, dedication, and foresight the foundation has become a charitable organization focused on giving a hand up, rather than a handout, to people in need.

BOARD OF TRUSTEES 2018
MARC A. SILVERMAN, CFP, CHFC Foundation President
H. RICHARD DOBSON JR., CFP Immediate Past President
THEODORE RUSINOFF, CFP Vice President
BRIAN G. TARPEY Secretary
BRIAN P. WALSH, CLU, CHFC Treasurer
Adrian P. Baker, Dip PFS Trustee
Samuel B. Baldwin, CFP Trustee
Kathleen R. Benjamin, CFP, CPA Trustee
Wendy Boyd Trustee
J. Scott Davison, CLU, ChFC Trustee
Alessandro M. Forte, Dip PFS Trustee
Gregory B. Gagne, ChFC Trustee
Mark J. Hanna, CLU, ChFC Executive Committee Liaison
Rand Harbert Trustee
Peter Hill, ChFC Trustee
Caroline Kheng, ChFC Trustee
Michael J. McNeil, CLU, ChFC Trustee
John F. Nichols, MSM, CLU Trustee
Ana Sofia Rodriguez, MBA Trustee
Randy L. Scritchfield, CFP, LUTCF Trustee
Jerry D. Semler, CLU Trustee
William M. Upson, ChFC, CLU Trustee