Corporate Responsibility: How to Apply for a Grant

Does your request meet the qualifications?

Before applying, please verify you meet the guidelines for the Community Grants Program.

What to include with your grant application

Grant proposals should include the following:

• Grant application form
• Cover letter (limit - two pages):
  • Brief organizational background
  • Brief summary of the proposal including the purpose of the grant
  • Amount of proposed request
  • Anticipated budget for request
• Proposal
  • Organization information
• Mission statement
• Geographic scope
• Number of employees
• Size of volunteer involvement
• Request details
• Detail the community need that your requested grant fulfills
• Explain how your organization can best meet that community need
• List partnerships and collaborations related to request
• Explain how you will measure results, and determine the success of this grant
• List any significant changes to your organization since your last request
• Budget
• Organization budget listing income and expenses
• Project or program budget listing income and expenses (if applicable)
• Detailed list of corporate and foundation supporters
  • Current supporters and the amount of funding
  • Those being approached for funding, and the amount requested
• Administrative expenses as a percentage of total budget
• Additional information to include:
  • Evaluation of any previous years' funding from the Principal Financial Group Foundation, Inc.
  • Board of Directors list including names and business affiliations (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.
  • Copy of 501(c)(3) determination from the IRS
  • Latest audited financial statement (if available)
  • Current IRS tax filing - Form 990
  • An annual report (if applicable)

Complete the grant application form

The grant application form (Word: 235 KB) is a fillable document that may be saved to your computer for future reference. Be sure to download the new application and review the requirements annually should there be changes.

1. To enter information, simply place your cursor in the first field and begin to type.
2. To move from field to field, you can use the "Tab" key.
3. When finished completing the report, print it and send to the address listed below that corresponds most closely with your organization's location.

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

Grant Evaluations

Should you receive a grant, we ask that you submit the grant evaluation form at the time of your next grant application or within one year of the grant award (whichever occurs first).

Where to send your application

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

Questions

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

Andrew Allen
Community Relations
Principal Financial Group Foundation, Inc.
Des Moines, Iowa 50392-0150
Phone: 515.247.7227