OPEN
Stifel | Our Story×

Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

Watch Video to Learn More

Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

Stifel Access Log In

Financing
for Religious
Organizations
Financing for
Religious Organizations


Stifel's Financing for Religious Organizations

View Brochure

Stifel bankers have many years of experience in providing financing solutions to churches nationwide and have structured financings for many types of organizations – from multi-million-dollar mega-campuses to small country churches. We understand the issues religious organizations face, and we know how those issues can affect the outcome of a project. And when it comes to church financing solutions, we can bring to the table the full complement of solutions to consider, whether that is long-term financing, short-term financing, or even tax-exempt options.

The Stifel Advantage

The bankers in Stifel’s Religion Finance Practice bring to the table decades of experience in providing financing solutions to religious organizations nationwide. Our financing experience ranges from some of the nation’s largest megachurches, to small town houses of worship, and nearly everything in between.

There is no learning curve when you work with a Stifel banker for your church financing needs. We haven seen what has worked, and what has not, for ministries across the country. Our bankers will understand your plans, your financial statements, your specific business challenges, and your organization’s dreams.

Being a national underwriter of financing for religious institutions allows us to transfer and apply the knowledge we gain on every project to your organization’s unique opportunity. Each client is different, and we adjust our approach dynamically to each individual situation and its unique circumstances. For every engagement, our approach is tailored.

We can work with your ministry to develop and implement financing strategies that allow you to manage finances wisely and optimize the important work you do.

We can provide your organization with value-added consultation as it relates to not only financing, but also project planning, fundraising, and construction.

We understand the issues religious organizations face, and we know how those issues can affect the outcome of a project.

And when it comes to financing, we bring to the table the full complement of solutions to consider, whether that is long-term financing, short-term financing, or even tax-exempt options.

We also value relationships. At Stifel, our primary goal is to build and maintain a strong and trusted relationship with each client based on the delivery of value beyond the financing transaction. As your ministry grows and develops, we want that relationship to grow and develop with you.

Recent Transactions

All above transactions were completed by Religion Finance Practice bankers who joined Stifel in March 2018.

Dollar volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp. Unless otherwise indicated, information presented herein with respect to the experience of Stifel also includes transactions effected and matters conducted by companies acquired by Stifel (including pending acquisitions publicly announced by Stifel).

We're here to help.

Complete the form below and we will be in touch soon.

Contact Us

(512) 813-7221

Meet Our Team

David Schlosser, Managing Director
(262) 955-6925
Click to view biography

Bill Dodson, Managing Director
(213) 443-5026
Click to view biography

Amy Westley, Assistant Vice President
(312) 454-4098
Click to view biography

Timothy Willows, Associate
(512) 813-7221
Click to view biography

Who We Are

Founded in 1890, Stifel has a long and distinguished history of delivering tailored financing solutions to institutional clients nationwide.

We are a national leader in developing creative financing solutions for municipalities, school districts, non-profit organizations, hospitals, religious organizations, and other public institutions.

With offices across the country, our experienced religion finance professionals use their deep knowledge of how religious institutions operate to provide a full spectrum of debt financing vehicles, from traditional fixed-rate bond issuances to the most complex solutions.

Initial Financing Worksheet Data

View Worksheet