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Pacific Life Foundation

Funding Guidelines: Annual Funding

Overview
Every year, the Pacific Life Foundation receives more requests than it can fund. For this reason, the Foundation has established guidelines that allow it to use its resources as wisely as possible. Receiving and reviewing grant requests at a predetermined time each year provides the framework for a thorough and thoughtful grant making process.

The Pacific Life Foundation accepts grant proposals from agencies seeking funds for programs and projects in the areas of health and human services; education; arts and culture; and civic, community, and environment.

Annual funding of grants allows the Foundation to respond to a broad spectrum of community needs by partnering with nonprofit agencies that serve a large geographic area, usually consisting of more than one city or community.

Application Timeline for a 2015 Grant

  • July 15 - August 15, 2014 > Applications were accepted
  • Early November 2014 > Pledges to agencies announced
  • Late January 2015 > Funding distributed

Application Timeline for a 2014 Grant

  • Funding for the 2014 grant cycle is closed.

Restrictions
The Pacific Life Foundation does not accept applications from and/or for: 

  • Individuals; 
  • Political parties, candidates, or partisan political organizations; 
  • Labor organizations, fraternal organizations, athletic clubs, or social clubs; 
  • K-12 schools, school districts, or school foundations as these entities are eligible through the Foundation's annual invitation-only "3T's of Education" program;  
  • Sectarian or denominational religious organizations, except for programs that are broadly promoted, available to anyone, and free from religious orientation; 
  • Fundraising events (e.g., membership drives, luncheons/dinners, walks/runs, or tournaments);
  • Sports leagues or teams; or
  • Advertising sponsorship or conference underwriting/sponsorship.

Funding Guidelines: Application Information

Geographical Considerations
Contributions are made primarily in areas with large concentrations of Pacific Life employees: generally, the greater Orange County, California, area and other areas, such as Omaha, NE.  Ideally, agencies should serve a large area, usually including more than one city or community.  Some California statewide and national organizations also receive support.

Length of Funding Period
Agencies may reapply annually for funding; however, grants are made to any one agency for no more than three consecutive years. Support may again be requested after a two-year interim period. Exceptions are made for agencies where a Pacific Life officer serves on the board of directors. During the two-year interim period, an agency may submit an application for a capital grant.

Types and Ranges of Funding - General Grants and Capital Grants
General grants range from $5,000 to $10,000 for a one-year period of funding and are given to support programs, operating expenses, or collaborative programs with other agencies. 

Capital grants typically range from $10,000 to $100,000 and are given to an agency with an organized campaign already under way to raise substantial funds; for example, to finance a building or for major renovation.  More than 50 percent of the campaign goal (excluding in-kind donations, anonymous gifts and loans) must be pledged prior to consideration by the Foundation.  Agencies can reapply for a 2015 capital grant if their last Foundation capital grant payment was received in or before 2012.  

Applications for funding assistance must be received between July 15 - August 15 to receive consideration for the following calendar year's budget. Announcement of pledges is made in early November, with payment intended to be made before the end of January. Award of a grant does not mean that future support will automatically be available.

 Preparing a Grant Application

 

ALL PROPOSALS FOR CONSIDERATION MUST CONTAIN THE FOLLOWING:

 
 
  • Completed Pacific Life Foundation Grant Application Form;
 
 
  • If your agency received a grant in the prior year from the Pacific Life Foundation, please include a brief summary of the outcome of the grant (not to exceed a half page);
 
 
  • Brief description of the agency (not to exceed one page);
 
 
  • Description of program/project to be funded, including a needs statement, objectives, and how it is promoted to the community (not to exceed two pages);
 
 
  • Agency's most recent audited financial statement (if none, please provide IRS Form 990);
 
 
  • Agency's current annual budget (revenues and expenditures);
  
 
  • Line-item budget for the program/project to be funded;
 
 
  • List of corporations and foundations, along with their contribution amounts that provided funding to your agency from July through June of the current year;
 
 
  • Roster of the agency's board of directors, advisory board members, and administrative staff (please note any family relationships that may exist);
 
 
  • Copy of your agency's tax-exemption letter (note: there is no need to submit the letter if your agency was previously funded by the Pacific Life Foundation and the letter is current); and
 
 
  • Copy of the agency's informational brochure, if available.
 
 
  • If requesting a capital grant, provide a list of corporate and foundation capital campaign supporters and their contribution amounts.
 

Please do not provide more information than requested above.  Also, note that videos, DVDs, CDs, notebooks, and/or binders should not be included with the application. Faxed and emailed applications are not accepted.


If an agency meets the eligibility requirements for both a general and capital grant, it may submit both grant applications concurrently.

Please mail one copy of the grant application form, including all required information, to:

Tennyson S. Oyler
President
Pacific Life Foundation
700 Newport Center Drive
Newport Beach, California 92660-6397