Let us help you take a Preliminary Look

Knowing your church’s financial capacity to undertake a capital project can save you time and money. Our free Preliminary Look consultation service enables you to discover early on what is a good size project for your congregation.

Learn How Much Your Church Can Afford

Burdening a congregation with too much debt can jeopardize the church’s ability to do its mission and ministry. Early analysis of project size, church budget, and the church’s ability to carry out a successful capital campaign can reduce unnecessary fees and help avoid the disappointment of having to scale back the vision for the project. Our Preliminary Look helps churches determine the right size project, appropriate amount of debt to take on, and length of time it will take to pay off the debt.

How It Works

Schedule a Call

Contact your regional relationship manager to discuss the vision for your church’s capital project

Submit Your Information

Submit church financials demographic information

Discuss

Discuss the results of the Preliminary Look with your project team

We have advised on over 250 church projects and millions of dollars in capital projects

quotation mark

They don’t just look at the numbers they look at the leadership, the history, the track record, and the vision of the church and I think that is the key and different from a bank.

Dave Wilkerson Pastor

What You’ll Receive

  • Analysis

    Recommendations for a right-size capital campaign for your church

  • Graphical Information

    Comparing your project to current lending norms

  • Cash Flow Analysis

    Detailed analysis to estimate the amount of time and the number of capital campaigns required to pay off your loan

  • Evaluation

    Evaluation of your congregation’s ability to handle the payments

survive-church-building
FREE WEBINAR

How to Survive a Church Building Project

This webinar provides insightful information and best practices for successfully navigating a church construction project from the visioning stage through to debt retirement.

wise-debt-webinar-graphic
FREE WEBINAR

Wise Debt

This webinar provides strategies and tools for determining if, when, why, and how much, a church should borrow.

FAQs

No, the Preliminary Look is free with no obligation.

No, the Preliminary Look is helpful at any stage of a capital project, but when completed earlier in the process it can reduce unnecessary fees.

We typically need the last three years of financial information. Financial statements can be church prepared; audited statements are not necessary.

Once we have received the financial information from the church, the results will typically be available within two weeks.

Yes, the Preliminary Look can be helpful for any project, even refinancing of existing debt.