Financing Checklist

Posted on: Thu, 06/28/2018 - 16:40 By: Charity Kuehn

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