Proposal Criteria

Criteria for Submitted Proposals

Important:  Please review the Protective Life Foundation's Contribution Guidelines prior to preparing a proposal.

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.

I. Proposal 

Please include the following (maximum of 4 pages):

1. Signed cover letter.
2. Name, address, phone, fax, e-mail and contact person of organization seeking the grant.
3. Mission/brief overview of the organization.
4. Intended use of the request.
5. Project description and evaluation.
6. Specific amount of request. Single or multi-year?
7. Uniqueness of the organization - what makes the organization different from any other like entity?  Are there any other local or regional organizations that do similar work? 

II. Financials (in addition to the proposal) 

1. Income and expense statement from your most recent fiscal year.
2. Project budget.
3. Does the organization currently have any reserves, endowment funds or any other sources of revenue (city, state, federal, United Way, etc...) other than private corporate and individual donors?  If so, please explain.
4. List of other corporations/foundations being solicited and the status of each request.
5. List of other corporate/foundation supporters.

III. General Organization (in addition to the proposal) 

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 letter from the IRS.

Submission Details

Please submit the original proposal (no copies are needed) to:

Review Cycle:  March, June, September and December
Submission Deadlines:  February 22, May 24, August 23 and November 15

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 Committee, and all grant recipients must be charitable organizations as designated by the IRS under Section 501(c)(3) of the Internal Revenue Code.