Providing for better communities

Part of the foundation of success for MDRT members is service to others.

One way members meaningfully impact communities is through the MDRT Foundation Phonathon, which raised more than $311,000 this year for the Foundation’s global grant programs. On March 25 and 26, OneAmerica hosted 17 dedicated MDRT members in Indianapolis, Indiana, who graciously gave their time calling other members for pledges.

“I can’t imagine a better way to make an impact with my time and my money than through the MDRT Foundation,” said Phonathon Chair and nine-year MDRT member Timothy Daniel Clairmont, CFP, MSFS. “Many of us do not have the time to individually examine all of the charities around the world and decide who needs our help the most. By leaning into the combined efforts and wisdom of our MDRT community, we can efficiently support grants to charities that our members believe in!

MDRT Foundation project

MDRT members at the Ronald McDonald House, where families stay for little or no cost so they can be near their hospitalized child.

“So many of my friends at MDRT spend most of their lives helping their clients and loved ones with their financial planning and insurance needs. These selfless individuals give their time to help their clients. Many of them also give their time to help the local nonprofits in their area as well,” said Clairmont, a Top of the Table qualifier from Lake Oswego, Oregon.

In fact, a day before the Phonathon, 12 MDRT members and volunteers shopped, cooked and served a hearty Italian dinner to families staying at the Ronald McDonald Limestone House near Riley Hospital for Children in Indianapolis.

As MDRT membership continues to expand and diversify, so has the reach of its Foundation. Since 1959, more than $34 million has been invested in charitable organizations from all 50 U.S. states and more than 70 countries, supporting causes important to MDRT members. To learn more or donate, visit

“Thank you so much to the MDRT Foundation Phonathon volunteers for their passion and commitment!” Clairmont said. The following MDRT members volunteered at the Phonathon:

David C. Blake
Timothy Daniel Clairmont, CFP, MSFS
H. Richard Dobson Jr., CFP
Stephen Kagawa, FSS, LUTCF
Brent R. Kimball, CFP, ChFC
Lawrence F. Kolasa, CLU, ChFC
Terri E. Krueger
Meredith Gail Langus, FSCP, LUTCF
Heather Lindsley, LUTCF, RICP
Peter R. Magni, LUTCF
Thomas R. McCoy, CLTC
Alison Murdock
Brad J. Myers
Daniel Joseph O’Connell Sr., MBA
John A. Shumski, RFC, LUTCF
James J. Silbernagel, LUTCF, CFP
Brian P. Walsh, CLU, ChFC

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