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Community Involvement: How to Apply for a Grant

Does your request meet our qualifications?

Before applying for a grant, please verify that your request meets our grant qualifications and guidelines.

What to include with your grant application

Grant proposals should include the grant application and the following information:

  • A cover letter:
    • Amount of proposed grant
    • Purpose
    • Anticipated budget
  • An itemized budget:
    • Current and anticipated funds
    • Sources of income
    • Contributions received to date
    • Any fundraising expenses
    • Other expected expenses
    • Latest audited financial statement
    • Current IRS tax filing (Form 990)
  • Background information:
    • Mission statement
    • Geographic scope
    • Size of volunteer involvement
  • Other information:
    • Other corporations, government agencies, or foundations being approached for funding.
    • Names and business affiliations of organization's officers and board of directors (including any advisory boards or committees specific to grant proposal) and frequency of board meetings. Please do not include addresses and phone numbers of Board members.
    • Explain need for the funding and specifically how proposal results will be measured.
    • Copy of not-for-profit 501(c)(3) determination from the IRS showing evidence of tax-exempt status.
    • Evaluation of any previous years' funding from the Principal Financial Group® Foundation, Inc., including how funding was used within your organization.

Complete the grant application

The grant application form is a fillable Microsoft Word document that may be saved to your PC for future reference.

  1. Download the grant application (Word: 235 KB)
  2. To enter information, simply place your cursor in the first field and begin to type.
  3. To move from field to field, you can use the "Tab" key.
  4. When finished completing the report, print it and send to the address listed below that most closely with your organization’s location.

This form cannot be submitted electronically. The Foundation does not accept grant proposals via email or fax.

Where to send your application

Please submit your application to the location that corresponds most closely with your organization’s location.

Location Contact
Des Moines, IA area

Andrew Allen
Principal Financial Group Foundation, Inc.
711 High Street
Des Moines, IA 50392-0150
515-247-7227

Appleton, WI area

Diane Putzer
Principal Financial Group
1025 East South River Street
Appleton, WI 54915-2225

Cedar Falls, IA area

Jamie Vervaecke
Principal Financial Group
6525 Chancellor Drive
Cedar Falls, IA 50613

Grand Island, NE area

Densel Rasmussen
Principal Financial Group
3025 College Street
Grand Island, NE 68803

Mason City, IA area

Robin Saathoff
Principal Financial Group
111 West State Street
Mason City, IA 50401

Ottumwa, IA area

Darvin Dykes
Principal Financial Group
127 E Main Street
Suite 200
Ottumwa, IA 52501

Pella, IA area

Steve Ter Louw
Principal Financial Group
916 W 16th Street
Pella, IA 50219

Spokane, WA area

Barb Bunkers
Principal Financial Group
1330 North Washington
Suite 4000
Spokane, WA 99201

Wilmington, DE area Marilynn Toomey
Principal Trust Company
1013 Centre Road
Wilmington, DE 19805

For questions about the program or the grant application

For more information about the company's charitable contributions program or Foundation, contact:

Community Investment Consultant
Principal Financial Group Foundation, Inc.
Des Moines, Iowa 50392-0150
Phone: 515-247-7227

 

Have a question? Call us at 1.800.986.3343

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