Financial Needs Assessment

 “It's difficult to know what all of your options are when you have to depend on individual vendors for information.  The Carpenter's Plan Financial Needs Assessment is the best way for church leaders to understand all available financing options and gain insight from the membership.”  - - Elder at a large Southwest Church


Do these questions sound familiar?

  • How are we going to pay for the project?
  • How do we decide on financing?
  • Should we refinance?
  • What are our options?
  • What is the real cost going to be?
  • How do we know if the church supports us?

Many churches and other nonprofits face the tough decision of whether they should build a new building, remodel the existing building, or just do nothing. It's often difficult to accurately read the wishes of the membership and then put together all of the options and cost.

The Carpenter's Plan now offers a Financial Needs Assessment & Congregational Survey service. We prepare a financial strategy that includes all possible financing options, interest rates, and payment schedules for your proposed project.

Following the preparation of the financial assessment plan, you can come to understand the support base of your nonprofit organization or church through the use of our donor/member survey.  This survey results in an assessment report that lets you know exactly where your donors/members are and how much they support the project. The report is broken down by age, donation/contribution range, years supporting or attending and many other helpful categories. We will provide you with details and cost for financing the project via loans, bonds, capital gift campaigns, construction loans, etc. Comparison charts will assist you in determining which financing method will be the best for your organization.

The service includes an on site meeting with your leadership to obtain all necessary information and to customize the survey. And a second on site meeting upon completion of the survey to present the results of the survey and the details of the various financing options.

We are confident that you will be more than satisfied with the results and  the cost for the entire package is only $2,000.00.


229 Ward Circle Suite A23, Brentwood, TN 37027
Phone: (615) 369-1437 Email: info@carpentersplan.com
The Carpenter's Plan is a division of Thompson & Associates