About Us

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

To increase member and industry participation and to give funds to worthwhile charitable organizations throughout the world.

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 be the premier charitable foundation involving all members and improving the quality of life for those in need.

    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.

    USD36Million
    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.

    empowerment
    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 Trustees2020
    Brian G. TarpeyFoundation President
    Ted RusinoffImmediate Past President
    Brian P. Walsh, CLU, CHFCVice President
    John F. Nichols, MSM, CLUSecretary
    Adrian P. Baker, DIPPFSTreasurer
    Samuel B. Baldwin, CFPTrustee
    Wendy BoydTrustee
    Jay DeFinis, CLTCTrustee
    Alessandro M. Forte, DipPFS, CSPTrustee
    Priti Kucheria, LUTCF, CFPTrustee
    Andrew C. Lord, CLU, ChFCTrustee
    Meila Annalee McKitty Plummer, LUTCF, FSSTrustee
    Michael J. McNeil, CLU, ChFCTrustee
    Elaine Milne, DipPFSTrustee
    Brad J. MyersTrustee
    Derek J. Reed, CFP, CLUTrustee
    Ana Sofia Rodriguez, MBATrustee
    Jerry D. Semler, CLUTrustee
    James J. Silbernagel, LUTCF, CFPTrustee
    Ross Vanderwolf, CFPExecutive Committee Liaison
    Pecky Wong So Ping, FChFP, MBATrustee
    Learn about the difference we’ve made