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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
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.
What You’ll Receive


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
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.
