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Community involvement

We are committed to supporting the welfare and quality of life of our local communities.

About the Protective Life Foundation

Serving people is not just one of Protective’s values; it is deeply embedded in our corporate DNA. We are committed to improving the quality of life of our local communities and collaborating with others in order to create the greatest possible impact.

The Protective Life Foundation represents Protective’s unwavering investment in supporting many outstanding organizations that address a wide spectrum of issues — from dealing with difficult human issues, to enhancing and creating green spaces, to enriching cultural and artistic venues — that improve the overall quality of life of our citizens, neighborhoods and environment. Each year, through financial contributions and volunteer hours, the Foundation reaches and actively serves hundreds of nonprofits, ultimately touching thousands of people in need of help, support and encouragement.

At Protective, we believe that it is our responsibility to share our good fortune whenever possible. It is an honor and privilege to be able to convey our gratitude through support of so many incredible organizations and community-wide initiatives.

Objectives

Community

To contribute to the welfare and quality of life of the local community.


Giving

To be a corporate leader and a pacesetter in giving.


Partnership

To work in partnership with other organizations, corporations and individuals to find solutions for some of the difficult human and economic situations in our communities.

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Annual reports

Use the links below to view or download copies of the Protective Life Foundation annual reports.
2019 Annual Report
In 2019, the Protective Life Foundation supported 277 organizations with financial support, leadership and more than 1,000 employee volunteer hours.
2018 Annual Report
In 2018, the Protective Life Foundation supported 238 organizations with financial support, leadership and more than 1,000 employee volunteer hours.
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Contribution guidelines and proposal criteria

Contribution guidelines

An organization must meet the following criteria in order to submit a proposal to the Protective Life Foundation:

  • Must be an IRS-certified, 501(c)(3), tax-exempt nonprofit organization
  • Must be within the Foundation's targeted funding area, which is primarily the metro Birmingham area
  • Must have strong financials and a current operating budget
  • Must have strong leadership with an organized local board of directors or advisory board
  • Must be in concert with Protective Life Corporation's culture, mission and values

Generally, proposals from the following organizations will not be considered:

  • Organizations not within the Foundation's targeted funding area
  • Public or private schools with grades K-12, including athletic, music, band or any other fundraising activities or initiatives
  • Houses of worship (churches, synagogues, mosques, etc.), public facilities primarily funded by tax revenues (public libraries, etc.), state organizations or state-supported organizations
  • Animal-related causes
  • Sporting events, to include walks, runs, golf tournaments, etc.
  • Other corporate or private foundations
  • Nonprofits that conduct grant making to other organizations/groups/individuals

Please note that the Protective Life Foundation will sponsor only one fundraising event (dinner/luncheon/activity), if approved, per nonprofit per calendar year.

Criteria for submitted proposals

1. Proposal

  • Dated and signed cover letter
  • Name, address, phone and email address* of the organization's contact person
  • Mission/brief overview of the organization
  • Intended use of the request
  • Project description and measures of success
  • Specific amount requested, including whether it is a single or multi-year request

2. Financials (do not send the most recent audit from your tax preparer.)

  • Current operating budget
  • Project budget, if applicable
  • Income and expense statement from the most recent fiscal year
  • List of other sources of income/assets, if applicable, to include reserves, endowments, city/state/federal grants, United Way funding, etc.
  • List of other corporate supporters and the amount of the grant
  • Other corporations/foundations being solicited, if applicable, and the status of each
  • Copy of organization’s Form W-9 on the most recent IRS approved form

3. General organization

  • Executive Director's experience/brief bio
  • Number of full-time and part-time staff members
  • List of board of directors
  • Copy of tax-exempt, 501(c)(3) designation letter from the IRS

*The Protective Life Foundation notifies all applicants of the review committee's decision by email.

Review cycle

March, June and September

 

Depending on the nature and amount of the request, some proposals will be reviewed by the Foundation’s Executive Review Committee monthly, and others will be considered on a quarterly basis.**

 

**Subject to change based on the Executive Review Committee's schedule

Submission deadlines

Submissions are due by the first of each month January-October.

Submitting a proposal
Submit the complete proposal via email (preferred) or by mail to:

Eva T. Robertson
Vice President, Community Relations &
Executive Director, Protective Life Foundation
P.O. Box 2606
Birmingham, AL 35202
eva.robertson@protective.com
205-268-4434
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Contact the Protective Life Foundation

Eva T. Robertson
Vice President, Community Relations
& Executive Director,
Protective Life Foundation
Lori A. Dixon
Assistant Vice President,
Protective Life Foundation
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Learn more about Protective

Company overview
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Protective has been providing protection to families for more than 110 years through life insurance, asset protection and retirement products.
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