Funding

Delivered a $2.5 million bond issue for a religious organization to build a new family
life center.

Tactics

The diagram above shows how a full service funding solution was created from our
platform. Designed to raise $2.5 million in financing at the lowest possible cost in the
shortest period of time

Nonprofit Profile

• Stable, known organization throughout the community
• Sound financial history
• Solid management and board of directors with well conceived mission

Situation

• Need to build new facility to support growth of congregation
• Serving the best interest and needs of the community efficiently
• Consider all costs and future benefits was a must

Solution

• Structured a bond issue in $1,000 increments
• Interest and prinicpal to be paid over 15 years
• Distributed through members of the congregation and interested local businesses
• Supported the trust, administration and record keeping requirements overall
• Met the needs of the nonprofit under limited resources available