PARK RIDGE, IL. (Sept. 1, 2024) — Dana Mitchell, CFP, CLU, of Toronto, Ontario, Canada, has been named a Trustee to the MDRT Foundation Board, with her three-year term beginning September 1, 2024. The MDRT Foundation is the charitable arm of MDRT, the leading international association for financial services professionals. Mitchell is a 10-year member of MDRT with six Court of the Table qualifications and three Top of the Table qualifications.
“Dana has shown her unwavering support for the MDRT Foundation since she started in 2016,” said MDRT Foundation President Alessandro Forte, FCII, CFP. “She is a well-respected member who is committed to helping others whenever she can.”
As a Trustee of the MDRT Foundation Board, Mitchell is responsible for supporting organizational growth of the Foundation while providing oversight for the programs supporting people in need. The Foundation’s global grant programs provide an opportunity for MDRT members to obtain funding for charitable organizations in their communities. Grants fund a variety of programs, including those that serve at-risk youth, homeless individuals, people with disabilities, and the elderly. In 2023, the Foundation awarded more than USD 1.8 million in grants to charities throughout the world.
"When I first qualified for MDRT, one of the aspects of membership that I was most excited about was the Foundation,” said Mitchell. “I have been an active volunteer and contributor to different causes in my local community, but the Foundation offered me the opportunity to learn about and support charities around the world I otherwise would have not known about. Becoming a Trustee is a full-circle moment, and I look forward to expanding my involvement with the Foundation.”
Mitchell is a Gold Knight of the Foundation – Knights are the Foundation’s most loyal supporters, as their donations support a variety of charitable causes worldwide. Gold Knight donors have given a minimum of USD 5,000 in cumulative contributions.
The MDRT Foundation was created in 1959 to provide MDRT members with a means to give back to their communities. Since its inception, the MDRT Foundation has donated more than USD 42 million to charitable organizations serving people in 70 countries and all 50 U.S. states. The majority of these funds were raised by MDRT members and financial services industry partners. The mission of the MDRT Foundation is to give to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. For more information, please visit http://www.mdrtfoundation.org/.
Founded in 1927, MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 80 nations and territories and nearly 700 companies. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit mdrt.org.