The Protective Foundation

The Protective Foundation is sponsored by Protective Life Foundation. Funds Birmingham, AL nonprofits advancing education, food security, shelter, disaster relief, and community well-being through science-based and community-focused initiatives.

# Protective Life Foundation contribution guidelines and application criteria Contribution guidelines Criteria for submitted applications Protective refers to Protective Life Insurance Company.

An organization should meet the following criteria in order to submit an application to the Protective Life Foundation: • Be an IRS-certified, 501(c)(3), tax-exempt nonprofit organization • Be within the Foundation's targeted funding area, which is primarily the metro Birmingham area • Have strong financials and a current operating budget • Have strong leadership with an organized local board of directors or advisory board • Be in concert with Protective Life Corporation's culture, mission and values Generally, applications 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.

2. General information and overview of application statement • Executive Director's experience/brief bio • Staffing • Governance/Board/ Advisory Committee sources of income • Prior year operating results • Current year budget • Balance sheet and endowments • IRS 501(c)(3) designation letter • Current IRS form W-9 4.

Application information • Population served • Amount of request • Intended use of funds *The Protective Life Foundation notifies all applicants of the review committee's decision by email. ADMIN. 6176144 (11.

24) Submitting the application Submission deadlines > **Subject to change based on the Executive Review Committee's schedule. • Go to Protective Foundation Grant Application and login or setup your account and password. • Review the information about your organization and make updates.

• Review the contact information and make sure we have the current information for your executive director as well as the person submitting this grant request. • Note - Please enter the mailing address on the organization record and use the physical address on the individual contact records. • Fill out the questions on the application as thoroughly as possible.

• You can save the application and return to complete it later, but — BE AWARE — our review process will not begin until you have submitted the application. At that time, no more changes can be made to the form. • If you have questions, submit them to grantrequest@protective.

com and we will reach out to you within 3 business days. • If you need to talk with us before completing your application, please email grantrequest@protective. com.

Once your application is complete • We will review it and let you know if there are follow-up items. • When any follow-up items are resolved, the request will be added to the next grant review cycle. Submit grant application here Submissions are due by January 21, April 21, July 21 and October 21 for consideration in quarterly grant-making.

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. ** See protective. com/about-us/community-involvement for more details