Pacific Life Foundation

2012 Community Involvement Report

Pacific Life Foundation Community Involvement Report

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CONTENTS 1 Message from the Chairman and President 2 2012 Contribution Profile 3 Special Program Funding 4 Pacific Life Good Guys 4 Major Grants 7 2012 Grant Award Recipients 12 Directors and Officers COMMUNITY SUPPORT Recognizing that corporate philanthropy is an investment in society, Pacific Life is proud of its longtime commitment to the communities where its employees live and work, predominantly the greater Orange County, California, area and Omaha, Nebraska. Community support is reflected in an annual charitable giving program, distributed primarily through the Pacific Life Foundation, as well as an active employee volunteer program. Grants are made to organizations that address a broad spectrum of social needs. OVERVIEW The Pacific Life Foundation was initially funded in 1984 with a $3 million gift from Pacific Life Insurance Company. Over the years, multiple contributions of millions of dollars have ensured the constancy and dependability of Pacific Life's charitable giving program. At year-end 2012, the Foundation's trust principal was $72.1 million. Offering insurance since 1868, Pacific Life 1 provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients.2 Pacific Life & Annuity Company offers a wide range of products, including life insurance, annuities, structured settlement annuities, and other investment products and services for individuals and businesses. 1 "Pacific Life" refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. 2 Client count as of May 2012 is compiled by Pacific Life using the 2012 FORTUNE 500® list. Nonprofit agencies interested in applying for a grant are encouraged to go online to for funding guidelines and the grant application forms. Funding decisions are made on an annual basis. Application Timeline for a 2014 Grant July 15–August 15, 2013 Grant application forms accepted Mid-November 2013 Pledges to agencies announced Late January 2014 Funding distributed Pictured from left to right: Jim Morris, Nicole Suydam (CEO, Second Harvest Food Bank of Orange County) and Bob Haskell. Second Harvest Food Bank of Orange County was recently awarded the Pacific Life Foundation's annual Walter B. Gerken Community Service Award.

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