• Protective Life Foundation
  • Criteria for Submitted Proposals

    Please provide the following information when submitting a request to the Protective Life Foundation. Failure to include all relevant material may result in the exclusion of the request from the Foundation's review cycle.

    1. Proposal (maximum of 4 pages, excluding the cover letter)
      1. Dated and signed cover letter
      2. Name, address, phone and email address* of the organization's contact person
      3. Mission/brief overview of the organization
      4. Intended use of the request
      5. Project description and evaluation of same
      6. Specific amount requested, including whether it is a single or multi-year request
        • The Protective Life Foundation notifies all applicants of the review committee's decision by email.
    2. Financials (Please do not send the most recent audit from your tax preparer.)
      1. Current operating budget
      2. Project budget, if applicable
      3. Income and expense statement from the most recent fiscal year
      4. List of other sources of income/assets, if applicable, to include reserves, endowments, city/state/federal grants, United Way funding, etc.
      5. List of other corporate supporters and the amount of the grant
      6. Other corporations/foundations being solicited, if applicable, and the status of each
      7. Copy of organization’s Form W-9 on the most recent IRS approved form
    3. General organization
      1. Executive Director's experience/brief bio
      2. Number of full-time and part-time staff members
      3. List of board of directors
      4. Copy of tax-exempt, 501(c)(3) designation letter from the IRS
    4. Review Cycle* (subject to change based on the Executive Review Committee's schedule) March, June, and September
      • Depending on the nature and amount of the request, some proposals will be reviewed monthly, and others will be considered on a quarterly basis. The proposals will be reviewed by the Foundation's Executive Review Committee, and all grant recipients must be charitable organizations as designated by the IRS under Section 501(c)(3) of the Internal Revenue Code.
    5. Submission Deadlines
      February 20, May 20, August 20
    6. Submission Details
      Please submit (email is preferred) the complete proposal to:

      Eva T. Robertson
      Vice President, Community Relations &
      Executive Director, Protective Life Foundation
      P.O. Box 2606
      Birmingham, AL 35202
      205.268.4434 205.268.4434