2022 ANNUAL REPORT
2022 was a year of great
impact for the MDRT Foundation.
Holding true to its vision of empowering MDRT members to make a difference in their communities around the word, the Foundation’s grant programs, service projects, and charity partnerships at MDRT meetings positively impacted countless children, families, and communities worldwide.
We supported mental-health programs for youth, resources for patients with Alzheimer’s and their families, employment opportunities for persons with intellectual and development disabilities, leadership training, music therapy and meals for families who are food insecure.
Art Relief Mobile Kitchen
GRANTS AWARDED
FUNDED FOR CHARITABLE WORK
Trustesse Grief Center
COUNTRIES IMPACTED
Ukulele Guild of Hawaii
A message from
Adrian P. Baker DipPFS, 2023 president
of the MDRT Foundation
“Our foundation has continued to shine its light far and wide throughout the world.”
YOUR IMPACT
We’re grateful for the generosity of member and corporate supporters whose donations provide the funding for our grant programs, service projects and operations.
This amazing organization helps to fund charity organizations that are close to the hearts of its members. When we as MDRT members donate to the MDRT Foundation we are donating to our MDRT brothers and sisters around the world that says “I care about what YOU care about”.
CAROL J. CHIARITO, COLORADO, UNITED STATES
CHARITABLE IMPACT
In 2022, the MDRT Foundation awarded 300 grants totaling USD1,708,671, across multiple funding areas:
GLOBAL GRANTS PROGRAM
CHARITY IMPACT AT MDRT EVENTS
HONORING VOLUNTEER LEADERS
LIFE INSURANCE BENEFICIARIES
BOARD DISCRETIONARY
LEGACY FUND GRANTS
GRANT STORY
Jeffrey M. Owens, AIF, of Portland, Oregon, U.S., shares why Children’s Cancer Association (CCA) is near and dear to his heart. CCA was awarded USD 50,000 in honor of Jeff’s 22-year volunteer history with the organization. The grant supports their Healing JoyRx Music for Pediatric Patients nationwide program.
GRANT STORY
David Batchelor, Dip PFS, CFP, of Thame, England, U.K., first learned about Seed Programs International (SPI) at the 2019 MDRT Annual Meeting when he volunteered for the MDRT Foundation’s on-site service project. He was amazed that tiny vegetable seeds could go so far to impact families and communities around the world.
Take a step, change a life and endorse a charity for grant funding
Take a step, change a life and endorse a charity for grant funding The MDRT Foundation funds a diverse range of charities around the world through its Global Grants Program.
What they all have in common is a connection to an MDRT member.
The application process opens in May and is available in nine languages. The deadline to apply for the next year’s grant cycle is September 1.
Thian Lung Jong, 14-year member from Kuching, Malaysia, shares his MDRT Foundation grant story.
Visit mdrtfoundation.org to learn more.
Since 1959, the MDRT Foundation funded a diverse range of charities throughout the world. This map shows the grants awarded in 2022.
The Foundation is like life insurance. My pennies turn into dollars and in turn are able to help people all over the world. It is so impactful to see lives changed because of the Foundation. This organization is like no other because it is member driven, members helping organizations in their communities as well as organizations around the world!
HEATHER LINDSLEY, LUTCF, RICP, WISCONSIN, UNITED STATES
MEETING & EVENTS
Across the two meetings, 844 MDRT members supported the fundraising campaign, resulting in USD 150,000 donated to Liter of Light.
During the meetings, MDRT members built 600 solar lights, which were donated to communities living in darkness in Luzon, Philippines.
At the MDRT EDGE, a grant of USD 25,000 was awarded to Soaring Spirits, whose programs provide resources and connect widows through information, support groups, events and an online community.
Attendees participated in a service project to build 3,000 resource packets for newly widowed people, a key part of Soaring Spirits’ programs.
DONORS & SPONSORS
The donors listed here are MDRT Foundation Knights who have made annual gifts between January 1 and December 31, 2022. Annual gifts can include donations, pledge payments, tributes, speaker fee donations, matching gifts, cash value of donated life insurance policies, premium payments, or appreciated securities. A complete list of donors can be found at mdrtfoundation.org.
Special Olympics New York
MDRT has given me so much, knowledge and also friendships all around the world. It is only natural to be able to give back.
JOHAN FANGGARA, JAKARTA, INDONESIA
2022 Corporate Sponsors
MDRT Foundation gives me the opportunity to embrace the spirit of charity, service and giving.
KAKA LAM, KUALA LUMPUR, MALAYSIA
Seeds Program Pine Ridge
Legacy Fund
Legacy Fund donors provide the resources and the recommendations for annual grants to be made in their name. Grants from the Joyce Baker, Mark J. Hanna and Aleen M. Swofford Legacy Funds collectively awarded USD 50,000 to charities in FY2022.
The Gift of Life Insurance
Bear Necessities Pediatric Cancer Foundation
Special thanks for benefits received this year from the following life insurance policies:
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Janet Gleason
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Allan L. Keup
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Lawrence F. Kolasa, CLU, ChFC
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JoAnn M. Martin, CPA, FLMI
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N.W. ‘Jerry’ Solomon, CLU
LEADERSHIP
Adrian P. Baker, DipPFS
President
Alessandro M. Forte, FCII, FPFS
Secretary
David C. Blake
Treasurer
Andrew C. Lord, CLU, ChFC
Vice President
Mohamad Manmohan Abdullah, ChFC, CLU
Michael P. Austin, CFP, ChFC
John R. Benton Jr., ChFC, CLTC
Timothy Daniel Clairmont, CFP, MSFS
Simon John Gibson, DipPFS
Julianne Hertel, CLU, CLTC
Heather Lindsley, LUTCF, RICP
Miliana Marten, CFP, AEPP
Thomas R. McCoy, CLTC
Aleen M. Swofford, CLU, ChFC
Aurora L. Tancock, FLMI, CFP
Ross Vanderwolf, CFP
Cheng Huann Yeoh, ChFC, CLU
Jerry D. Semler, CLU
Trustee Emeritus
Randy L. Scritchfield, CFP, LUTCF
Executive Committee Liaison
Michele L. Stauff CFRE
Executive Director
To view the full list of MDRT Foundation Committees,
please visit mdrtfoundation.org