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Dave Oberkircher Future Leaders Fund

THE COUNCIL FOUNDATION

Foundation Annual Workforce Development Grants
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Funding Amount

Varies

Deadline

Rolling / Open

Grant Type

foundation

Overview

Dave Oberkircher Future Leaders Fund

Established: January 2018

Funder: The Council Foundation (501(c)(3) charitable and educational organization)

Purpose: Crowdsource new ideas and backing from colleagues and friends in the insurance community to grow the Foundation's impact and honor the legacy of Dave Oberkircher.

Background on Dave Oberkircher:

  • Died October 30, 2016 from glioblastoma after a two-year fight

  • Co-founded Trion in 1999 (largest privately-held employee benefits consultant and broker in U.S. at the time)

  • Oversaw Trion's acquisition by Marsh & McLennan Agency

  • Embodied leadership values, was an entrepreneur, father, businessman, community leader, athlete, and philanthropist

  • Touched countless people in the employee benefits industry

    • Goals:

  • Expand awareness, engagement in, and financial support of The Council Foundation's philanthropic work aimed at attracting dynamic talent into commercial insurance brokerage careers

  • Extend the Foundation's reach in supporting brokerages recruiting interns as full-time hires through the Scholarship Program

  • Provide a "lab" for learning how the Foundation can help brokerages build progressive, inclusive workplace cultures with diversity of thought

  • Serve as a memorial framework for the future

    • Fund Utilization:

  • All money generated used as working capital to support and expand the overall mission of The Council Foundation

  • Focus on talent development in commercial insurance brokerage industry

    • Geographic Scope: United States (Council members and insurance community)

    Operator: The Council Foundation, 501(c)3 educational charitable arm of The Council of Insurance Agents & Brokers

    Contact Information:

  • Katie Consoli

  • Email: [email protected]

  • The Council of Insurance Agents & Brokers

  • 701 Pennsylvania Avenue NW, Suite 750

  • Washington, DC 20004

  • Phone: 202.783.4400

  • Fax: 202.783.4410

    • Tax Information: Tax Identification # 52-1811691

    How to Apply

    Application/Donation Process

    Type: Crowdfunding/Donation Fund

    The Dave Oberkircher Future Leaders Fund operates through donations from colleagues and friends in the insurance community to support The Council Foundation's existing philanthropic work.

    Steps:
    1. Contact Katie Consoli for information on how to contribute
    2. Donations support talent development initiatives and scholarship programs
    3. All contributions are tax-deductible as allowed by law

    Note: This is a donation fund rather than a traditional grant application. Specific application procedures for accessing funds not provided in available documentation.

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    Focus Areas & Funding Uses

    Fields of Work

    workforce-development

    Categories

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