(949) 951-2072

Join Our Webinar Sept 18, 2018

11:00am – 12:00pm

A Loan Request

A Bank’s Perspective

Sign Up for This FREE Live
Webinar Below:

What Will You Learn?

Non-profit organizations often need bank financing to fund a mission critical property purchase, refinance, facility improvement project or to fund cash flow gaps. But what do banks require and what do they look for?

Find out how to present a compelling loan request package that includes the reports and information banks need to positively evaluate your request.

Therese DeGroot



Jim Babbage


Community First Financial Resources Division

Also Join Us At Our Live Symposiums!

Funding the Growth of Your
Organization in 2018

March 21, 2018

In addition to developing funding sources, forming effective financial partnerships and are important and will go a long way in fueling your organization’s success. But how important is it to have a banking partner that understands your organization? Find out what banks require to qualify for financing and what they require on an ongoing basis.

My Organization Needs Financing...
Now What?

October 4, 2018

Whether it’s needed to fund a property purchase, facility improvements or to bridge cash flow gaps, finding bank financing for nonprofit organizations can be a challenge. We will explore ways to find the right banking partner and how to navigate the process of building a loan request package, getting prequalified and making the most of the banking relationship.