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Church Financing Checklist

A little preparation helps everything go smoothly.

We understand how important securing a partner to finance your church's project is to you. In order to make your experience as easy and efficient as possible, please prepare the information below.

Church Loan Checklist:

The past three years of financials, including Balance Sheet and Income Statement
Number of giving units
Total membership
Current property value (if applicable)
Proposed project budget
Campaign Information

    • Time frame
    • Dollars raised to date
    • Projections of total campaign
    • Previous campaign history: Have other successful campaigns been completed?

History of Church

    • Denomination and background
    • Background on Church leadership 
    • Church location(s), both current and of proposed project (if different)
    • Information about primary ministries of the church 
    • Youth ministries, day care, preschool, outreach, etc.
    • General demographics of congregation