Major Donors

Major Donors
Philanthropist

Excalibur Society

We are grateful for the generosity of our donors, who enable us to continue to help children and communities worldwide. These donor connections are vital to our grant programs.

USD 50,000 OR MORE IN LIFETIME DONATIONS

Ecxcalibur society categories
  • Royal Order Excalibur
  • Legion of Honor Excalibur
  • Excalibur

Royal Order Excalibur Knight

  • Gold and diamond Excalibur lapel pin (5 diamonds)
  • Choice of Excalibur Society recognition gift (sword plaque, crystal bowl, clock)
  • Preferred Main Platform seating during the MDRT Annual Meeting
  • Ribbon to wear at MDRT Annual Meeting
  • Recognition at MDRT Foundation booth during MDRT Annual Meeting
  • Matching grant of USD 2,000 to a qualifying charitable organization upon achieving Royal Order knight level, if also a member of the Inner Circle Society.
  • Recognition in Foundation e-newsletter
  • Name and photo on Foundation website and Annual Report
  • Name listed on Donor Wall at MDRT headquarters
  • Name listed in MDRT Foundation’s Annual Report (if current donor)
  • Invitation to exclusive Excalibur Reception at the MDRT Annual Meeting
USD250000AND ABOVE
  • Deceased
  • Excalibur Society Founder
  • Includes Corporate Tribute
  • Includes Deferred Gifts
Adrian P. BakerDIPPFSBristol, England
Alessandro M. ForteDipPFS, CSPNorth Somerset, England
BARBARA A. PIETRANGELOCFP, ChFCMichigan, USA
Brett M. SauseLUTCF, RFCMaryland, USA
BRIAN G. TARPEYNew Jersey, USA
DOUGLAS R. PEETEChFCKansas, USA
Gene L. MahnCLU, CHFCCalifornia, USA
JOHN F. NICHOLSMSM, CLUChicago, USA
  • Deceased
  • Excalibur Society Founder
  • Includes Corporate Tribute
  • Includes Deferred Gifts

The donors listed here are Foundation Knights (USD $2,000 or more in lifetime donations) who have made annual gifts between January 1 and December 31, 2017. Annual gifts can include donations, pledge payments, tributes, speaker’s fee donations, matching gifts, cash value of donated life insurance policies, premium payments or appreciated securities.

2022 Inner Circle Society

Donor Recognition

Inner Circle Society members have supported the MDRT Foundation with annual gifts totaling more than USD 5,000.

As we transition to calendar year recognition, the 2022 Inner Circle Society year will span from April 1, 2021-December 2022. Beginning in 2023, Inner Circle Society will be based on a calendar year (January-December).

  • Main Platform preferred seating at the MDRT Annual Meeting
  • Invitation to an exclusive major donor event at the MDRT Annual Meeting
  • Inner Circle Society ribbon to wear at the MDRT Annual Meeting
  • Name recognition at the MDRT Annual Meeting and at MDRT headquarters
  • Name recognition in Round the Table and in the Foundation’s Annual Report and website
Inner Circle Society Patrons
USD5,000or more
Donor recognition
  • Benefactor - USD 25,000
  • Founder - USD 10,000
  • Deceased
  • Excalibur Society Founder
  • Includes Corporate Tribute
  • Includes Deferred Gifts
ALEEN M. SWOFFORDCLU, ChFC
Alphonso Franco RHU, RCIS
Christopher Lim Geok MengChFC, CLU
Karl John KrokosinskiEPC
MARK J. HANNACLU, CHFCConcord, California
  • Deceased
  • Excalibur Society Founder
  • Includes Corporate Tribute
  • Includes Deferred Gifts
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