Financial Discipleship Church Assessment

Help us serve your church better with Compass resources.

Church Name Contact Person / Pastor Name Email Address Phone (optional)

Church Vision & Objectives

1. What is the vision or mission of your church? 2. What are your top 1-3 goals for the next 3-5 years?

Current Financial Discipleship

3. What financial discipleship or generosity training has your church provided (to staff, leaders, or congregation)? Any materials used? 4. How often does your church preach/teach on finances or generosity?

Church Demographics & Health

5. Approximate weekend attendance? Is it growing, stable, or declining? 6. What are the biggest financial challenges facing your members or church? (e.g., debt, generosity, budgeting)

Desired Outcomes

7. What would a “home run” look like for your church through financial discipleship (e.g., increased giving, transformed families, better funding for mission)?

Thank you! A Compass team member will follow up with personalized resources, training options, or a full assessment discussion.