Ziegler is committed to providing clients with the latest research and industry news. We produce research and reports that can help you understand the latest financial industry trends that may affect your organization.
Ziegler’s Five Strategies for Churches in Challenging Economic Times 01/22/2009 Strategy #1: Get your operating budget in shape: For many growing religious organizations, budgeting has been an easy process over the last few years. Simply assume that revenues will increase by "x" percent and build from there. With the challenging economy, religious organizations now need to focus on what their ministry would look like if their revenues declined 10% a year, or worse.
Can our School Project Qualify for Tax-exempt Finance? 07/16/2008 Tax-exempt financing can be
a great solution for financing your
school’s project. However, not all
projects and situations make sense or
qualify for this financing vehicle.
How Much Debt Can my School Safely Handle? 07/14/2008 One of the first questions school leadership will ask when they
think about borrowing money for a major project is, “How
much debt can my school afford?”
Building Your Construction Budget 06/24/2008 Learn more about general topics to consider in the early stages when developing a construction budget for your church. While this article is only a brief overview, it can be a good starting point for people on your committee to read. For more in depth treatment of this topic, please see the two part articles below for "Constructing a Source" and "Use of Funds Table" (Parts I and II).
California Supreme Court Update - Christian Schools and Tax-exempt Debt 03/5/2007 On March 5, 2007, the California Supreme Court reversed decisions from two lower California courts that had denied the right of California bond issuers to issue tax-exempt bonds for "pervasively sectarian" schools. In its 4-3 decision in California Statewide Communities Development Authority v. All Persons Interested in the Matter of the Validity of a Purchase Agreement (CSCDA), the California Supreme Court changed the focus on determining a school's eligibility for tax-exempt financing from the religious character of the school to the substance of the education provided by the school.
Church Financing Trends Update 09/1/2006 Past trends in the Church financing market are discussed by Scott Rolfs of Ziegler in an interview in the September 2006 issue of Church Business Magazine