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Dave Oberkircher Future Leaders Fund

THE COUNCIL OF INSURANCE AGENTS AND

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Funding Amount

Varies

Deadline

Rolling / Open

Grant Type

foundation

Overview

Dave Oberkircher Future Leaders Fund

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

Established: January 2018

Purpose: Crowdsource new ideas and backing from colleagues and friends in the insurance community to expand The Council Foundation's impact and honor the legacy of Dave Oberkircher, a prominent figure in the employee benefits industry.

About Dave Oberkircher:

  • Died October 30, 2016 after a two-year battle with glioblastoma

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

  • Oversaw Trion's acquisition by Marsh & McLennan Agency

  • Known for embodying true leadership values and beliefs

  • Was an entrepreneur, father, businessman, community leader, athlete, and philanthropist

  • Touched countless people in the employee benefits industry

    • Fund Goals:

  • Expand awareness, engagement in, and financial support of The Council Foundation's philanthropic work

  • Attract dynamic talent into commercial insurance brokerage careers

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

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

    • How Funds Are Used:

  • All money serves as working capital to support and expand The Council Foundation's overall mission

  • Supports the Scholarship Program and internship recruitment initiatives

  • Funds broader talent development efforts in the commercial insurance brokerage industry

    • Fund Operator: The Council Foundation

    Contact Information:

  • Name: Katie Consoli

  • Email: [email protected]

  • Address: 701 Pennsylvania Avenue NW, Suite 750, Washington, DC 20004

  • Phone: 202.783.4400

    • How to Apply

    Donation/Support Process

    This fund operates as a crowdsourcing initiative for donations and support rather than a traditional grant application.

    How to Support the Fund:
    1. Contribute a donation to honor Dave Oberkircher's legacy
    2. Support The Council Foundation's work in talent development and recruitment
    3. Help expand the Foundation's reach in the insurance industry

    Tax Benefits:

  • The Council Foundation is a 501(c)(3) charitable organization

  • Contributions are tax-deductible to the full extent allowed by law

  • Tax Identification #: 52-1811691

    • For More Information:

  • Contact Katie Consoli at [email protected]

  • Phone: 202.783.4400

  • Address: 701 Pennsylvania Avenue NW, Suite 750, Washington, DC 20004

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