Mission
The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.
Vision
To empower MDRT members to make a difference in their communities around the world.
Values
To engage all members through global reach and local impact, the MDRT Foundation must...
- Lead with love, hope and the joy of giving
- Embrace and uphold inclusivity
- Foster connection, empowerment and service
- Steward all gifts with care, diligence and wisdom
About Us
As the charitable arm of the Million Dollar Round Table (MDRT) www.mdrt.org, the MDRT Foundation represents the charitable interests of this elite, global membership of financial advisors. The Foundation is committed to supporting charities and issues that MDRT members care about. To that end, all funding awarded to charitable organizations by the MDRT Foundation has a connection to a member of MDRT. Reflecting the diverse interests of MDRT members, the Foundation funds a wide range of charities and social service programs, including programs directed at children in need, education, job training, food insecurity, health and wellness, mental health, and poverty alleviation.
History
In 1956, MDRT President, Arthur F. Priebe, CLU, directed a corporate gift made in his honorto support support philanthropic effort in hiscommunity. This led to the creation of the MDRT Foundation in 1959, established as a not-for-profit charitable organization based in Illinois, United States. During the next 10 years, MDRT members pooled their resourcesand developed an infrastructureto strengthen this new founded charitable organization. Thanks to the generosity of individual and corporate donors, the talents of an extensive volunteer network, and the support of MDRT, today the MDRT Foundation offers a robust grants program to support the charitable efforts of MDRT members worldwide.
Concerts in Motion
“For participants who chose to be on screen, you could see the joy they received from both the music as well as the interaction with the musicians,” recalled Irene Stolte, ChFC, CLTC, of performances she’s attended through Concerts in Motion’s virtual concert series. The nine-year MDRT member from Somerville, New Jersey, USA, values how the program, launched in 2020, provides a social opportunity for people who are often isolated due to physical and cognitive challenges. The MDRT Foundation grant helps employ professional musicians and engage student volunteers to perform for an expanding audience, many of whom are unable to attend a concert in person.
In 2023
USD 1.8 million awarded in charitable grants impacting 44 countries.
- North America: 57%
- Asia: 29%
- Africa: 4%
- Central/South America: 4%
- Europe: 6%
- Australia: less than 1%
Area of Focus
As the charitable arm of the Million Dollar Round Table (MDRT), the premier association of financial services professionals, the MDRT Foundation reflects the caring and sharing spirit of its global membership.
- Human services 20%
- Health & Wellness 17%
- Education & Training 19%
- Animals & Environment 3%
- Children’s causes 15%
- Arts 1%
- Food Insecurity 3%
- Mental Health 4%
- Disaster relief 9%
- Persons with Disabilities 9%
