The heart of MDRT

As financial advisors, you work diligently to secure the financial futures of your clients and their families. You are there for them in good times and challenging times, to help guide them in decisions that will impact their financial security and quality of life.

That care and commitment to others is also seen in the work of the MDRT Foundation. Each year, the Foundation funds hundreds of charities around the world representing diverse causes. Though the charities range from youth programming to health care to housing, they all have one thing in common — an MDRT member endorsed them for funding.

The COVID-19 pandemic has increased the needs of charitable organizations worldwide. There is more demand for their programs while concurrently pandemic restrictions and the economic downturn have impeded their fundraising efforts.

In response to these unprecedented times, the MDRT Executive Committee recently announced that MDRT will invest additional funding in the MDRT Foundation to increase its grants budget in the coming year. This means that more funding will be available for charities our members identify. 

“It has often been said that the MDRT Foundation represents the heart of MDRT,” said MDRT President Regina Bedoya, CLU, ChFC. “Our members around the world are not only exemplary professionals, they are passionate about serving the needs of their communities, especially at times like these. 

“We are delighted to have been able to contribute funds so that more member-driven grants can be awarded to those in need,” said Bedoya.

This is a unique and compelling benefit of your MDRT membership, the opportunity to endorse a charity for grant funding from the MDRT Foundation. The process is simple: You write a letter of recommendation and the charity completes the application.

Learn more by visiting or emailing The grant submission deadline for 2021 is September 1, 2020.


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