Church Financing Checklist

September 19, 2019
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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
Ready to get started?

Download our checklist and questionnaire to help us get to know you or try out our church financing calculator.

  • Business
  • Running a Business
  • Church Loans

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