There are separate deadlines for the two stages of the grant application process: Stage 1 (Letter of Inquiry) is due by August 1. Stage 2 (full grant application) is due by September 1.

Having two stages allows for a preliminary eligibility screening (Stage 1) before the charity completes the full grant application. This makes the process more efficient for the charity representative as well as the MDRT Foundation.

Due to the number of grant requests we receive, we are unable to give an extension to any organization or member under any circumstance. If you are unable to meet a deadline, your information will not be retained by the MDRT Foundation and you are welcome to apply again in the future.

Tell us why you think this charity should receive grant funding. Your letter should answer at least one of the following questions:

1. Why do you care about this charity or issue?
2. Why do you think the MDRT Foundation should fund this charity?
3. Do you have a personal connection to the issue of population that the charity is addressing?

Yes, you must have an MDRT member endorse your charity’s application for a grant. The Global Grants Program is an exclusive MDRT member benefit. Grant applications without MDRT member endorsement will not be accepted.

Award recipients will be notified in January. Distribution of funds will take place from February through May.

• Grant funding amounts typically range from USD 1,000 to USD 25,000, with the median grant size of USD 3,250. Up to three highly rated applicants are selected each year for a USD 50,000 grant award.

• Programs that impact one community or region typically receive between USD 1,000 and USD 5,000. Programs that expand throughout a nation or multiple countries typically receive between USD 10,000 and USD 25,000.

Due to the high volume of applications received, funding is not guaranteed for every application received. Applications with greater detail and more complete answers can be more thoroughly reviewed.

No, the MDRT Foundation is unable to provide contact information for any of our members.

There are more than 80,000 financial services professionals worldwide who are members of MDRT; therefore, there are several ways you may be able to locate one.

• Check with your charity’s board members or volunteers to see if one of them may be an MDRT member or knows someone who is an MDRT member.

• Check with the insurance and/or financial services advisors who your charity works with. Ask if they, or someone in their office, is an MDRT member.

• Check with other charities to see if they know an MDRT member.

The MDRT Foundation does not award the same member or charity with consecutive year grants. Both the member sponsor and a charity must wait a year after receiving a grant before applying again to the MDRT Foundation. Currently, there are no lifetime award caps for either members or charities.

MDRT is an association of the world’s leading life insurance and financial services professionals. There are production-based eligibility requirements for membership in MDRT. For more information, visit www.mdrt.org.

The MDRT Foundation’s tax ID is 36-6080766. The MDRT Foundation is registered in the United States as a 501(c)(3) charitable organization, as recognized by the Internal Revenue Service.