About Us

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

The Million Dollar Round Table Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.

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 empower MDRT members to make a difference in their communities around the world.

    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.

    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.

    2017 Grant Operation Second Chance
    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 Trustees2021
    Brian P. Walsh, CLU, CHFCFoundation President
    Brian G. TarpeyImmediate Past President
    John F. Nichols, MSM, CLUVice President
    Adrian P. Baker, DIPPFSSecretary
    Andrew C. Lord, CLU, ChFCTreasurer
    Michael P. Austin, CFP, ChFCTrustee
    Regina Bedoya, CLU, ChFCExecutive Committee Liaison
    David C. BlakeTrustee
    Jay M. DeFinis, CLTCTrustee
    Priti Ajit Kucheria, LUTCF, CFPTrustee
    Thomas R. McCoy, CLTCTrustee
    Meila Annalee McKitty Plummer, LUTCF, FSSTrustee
    Elaine Milne, DipPFSTrustee
    Brad J. MyersTrustee
    Jerry D. Semler, CLUTrustee
    James J. Silbernagel, LUTCF, CFPTrustee
    Aleen M. Swofford, CLU, ChFCTrustee
    Pecky Wong So Ping, FChFP, MBATrustee
    Learn about the difference we’ve made