MEETING CAMPAIGNS

During the MDRT Annual Meeting. MDRT Global Conference, and the Top of the Table Annual Meeting, the MDRT Foundation partners with a charity to raise funds and awareness for their respective causes. In recent years, through generous donations from meeting attendees, the MDRT Foundation has awarded grants to charity partners to help alleviate extreme poverty, provide education, support youth leadership, and many other worthy charitable causes worldwide.

MDRT GIVES DAY

MDRT Gives Day is an online, one-day fundraising event that unites the MDRT community to give back. The investments from the MDRT community will directly benefit the global grant programs that are essential in funding a diverse range of charitable programs around the globe.

MDRT Gives Day will take place on March 26, 2025.

MONTHLY GIVING

Support the MDRT Foundation all year long with a recurring monthly donation. Contact foundation@mdrt.org for more information.

BEQUESTS

Including the MDRT Foundation in your will enables you to create a lasting legacy that will help people in need throughout the world for many years to come.

• Bequests are fully deductible for estate tax purposes
• Update an existing will by adding language or a codicil

GIFT OF LIFE INSURANCE PROGRAM

The Gift of Life Insurance Program provides a meaningful opportunity for you to have a significant philanthropic impact using the product that you sell and service: life insurance. Your gift will ensure the grant-making future of the Foundation while establishing your own legacy of charitable giving.

• Use the carrier of your choice to gift an existing policy or a new policy with a face value of USD 50,000 or more
• Identify additional charitable beneficiaries when you donate a policy in excess of USD 50,000
• Receive charitable deductions for your gift based on the cash value of the policy and premiums*

GLOBAL GIFT FUND

Global Gift Fund is a donor-advised service of the Renaissance Charitable Foundation and endorsed by the MDRT Foundation. Global Gift Fund is a charitable planning tool that allows donors to support charitable causes with a minimum initial contribution of USD 5,000. Your fund is designed by you for the purpose of supporting charitable causes that align with your family’s personal philanthropic goals.

• Combine your charitable giving in a single, well-managed account
• Give your fund your family name or choose another symbolic title
• Receive an immediate tax deduction at the time of contributions to your fund
• For more information, visit www.globalgiftfund.org

STOCKS AND SECURITIES

Stocks and securities are a convenient way to support the life-changing work of the MDRT Foundation.

• Obtain tax deductions for the fair market value of the stock on the day it is received by the MDRT Foundation
• Minimize capital gains liability by contributing appreciated securities
• Deduct up to 30 percent of your adjusted gross income in the year of your gift

CHARITABLE REMAINDER TRUSTS

Naming the MDRT Foundation as a beneficiary of a charitable remainder trust can provide you with substantial financial and tax benefits while supporting the grant programs of the MDRT Foundation.

• Choose from a variety of unitrusts
• Take advantage of lifetime income, tax reductions, avoidance of capital gains and reduction of estate tax*

*To the extent allowed by law.

TRIBUTE GIFTS

Gifts made to the MDRT Foundation help us improve the quality of life for those less fortunate throughout the world. You can support the MDRT Foundation while also sharing your passion for philanthropy with your clients and loved ones by making a gift in their honor or memory.

When you a make a Tribute gift, the MDRT Foundation will send an acknowledgment card to the person honored (the amount of the Tribute gift is kept private).

All Tribute gifts count toward your MDRT Foundation Knight status, and you will receive a letter for your tax purposes.

SPONSORSHIP

Corporate Sponsorship helps us achieve our mission of building stronger families and communities worldwide by funding a diverse range of charitable causes. Signature recognition at the MDRT Annual Meeting includes logo placement and verbal recognition on Main Platform and logo recognition at the MDRT Foundation Booth. For more information about corporate sponsorship opportunities, contact MDRT Foundation Executive Director, Michele Stauff, at mstauff@mdrt.org

MATCHING GIFTS AND PAYROLL DEDUCTION

The following companies support their agents’ charitable efforts by matching individual gifts made to the MDRT Foundation. We thank them for allowing us to promote their involvement. However, this list is not exhaustive. Thousands of dollars are received each year from other companies that also match gifts made to the MDRT Foundation. Please contact your home office to see if they have a matching program to double the impact of your gift, or if payroll deduction is an option to make your donation to the MDRT Foundation.

• Ameritas
• Equitable
• Beneficial Life
• Guardian Life Insurance
• LPL Financial
• Massachusetts Mutual Life
• Thrivent Financial
• ValMark Securities

SPEAKER FEES

MDRT members who are booked to speak at industry events can have their speaking fee directed to the MDRT Foundation to support its global grant programs.

MDRT members who choose this option waive their speaking fee and an honor gift is sent to the Foundation in their name.

DONATIONS FROM AUSTRALIA AND CANADA

Donors from Australia and Canada can give to the MDRT Foundation through the following funds in order to receive tax-deductions within their country. Donors will receive donor recognition through the MDRT Foundation (“knight credit”) as well.

• Australia: Global Development Group
• Canada: Canadian Friends of the MDRT Foundation

VOLUNTEER

Share your time and talents by volunteering with the MDRT Foundation. Volunteer opportunities include: Gives Day fundraisers, grants evaluators, and various committee assignments. Contact foundation@mdrt.org to learn more.