...ch that document operations, finances, legal matters, and compliance. Examples: Financial records and reports Contracts and agreements HR documentation Donor and giving records Storage Location: Approved and secure...
5.1.25 What Should Not Be Stored Locally
May 1, 2026
...Should Not Be Stored Locally Ministry documents, reports, or operational files Financial information or budget documents Member or donor data Emails or attachments containing sensitive information Any document that is n...
5.1.23 Recognizing Phishing Attempts
May 1, 2026
...a fraudulent attempt to gain access to sensitive information—such as passwords, financial data, or internal systems—by pretending to be a trusted source. These attacks most commonly occur through email, but can also come...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
...communication sent through a Crosspoint email account may contain confidential, financial, pastoral, personnel, or operational information. This must be handled accordingly. Do not share sensitive information externally....
5.1.20 Personal Use of Crosspoint Email
May 1, 2026
...maintain a separate personal email account for all personal matters, including financial accounts, subscriptions, and private communications. Over time, email accounts accumulate a significant volume of history tied to...
...a verification code Important Notes MFA is required for access to email, financial systems, and any sensitive data platforms Do not approve login requests you did not initiate If you receive an unexpected MFA prom...
5.1.18 Multi Factor Authentication (MFA)
May 1, 2026
...al recognition) Why MFA is required All systems that contain sensitive or financial information—especially banking platforms, payment systems, and databases with personal or donor information—must have MFA enabled....
5.1.14 Password Management
May 1, 2026
...d in a secure, encrypted manner. Security Requirements: Systems involving financial data, member information, or PCI compliance must use passwords with: Minimum of 15 characters Combination of uppercase, lowercase,...
Shelby Financials Login System for New Employees For new employees who need access to the Shelby Financial Systems, contact the Accountant. Shelby access will be coordinated through the Operations Team to ensure the corr...
5.1.1 AI Generated Guidelines
Apr 28, 2026
...ts or counseling details / Personal or family situations shared in confidence / Financial or giving records / Staff or volunteer records 3. AI Tools Connected to Church Systems Require Approval AI tools that connect to c...
4.5.4 Confidentiality of Tithes and Offerings
Apr 28, 2026
Confidentiality of Tithes and Offerings All financial records related to tithes, offerings, and donor giving are strictly confidential. Access to this information is limited to authorized personnel only and must be handl...
4.5.7 End of Year Giving Statements
Apr 28, 2026
...r handling and reporting of donations reflects the organization’s commitment to financial integrity, transparency, and stewardship. All teams involved in receiving or processing donations play a role in ensuring accurate...
4.5.8 Fundraising Guidelines
Apr 28, 2026
...e church. Guiding Principle We do not rely on fundraising as a primary means of financial support. Our focus remains on stewardship, trust, and consistent giving as an act of worship. Expectations for Ministries Ministri...
4.5.12 Refund Guidelines (Tuition, Food, Trips (missionsyouth), Bargain Box, Other Payments)
Apr 28, 2026
...luding checks and credit cards. These procedures are in place to ensure: Proper financial internal controls Protection against fraud and misappropriation of funds Accurate and auditable cash management practices This pol...
4.5.13 Refund Policy (Tithes and Offerings)
Apr 28, 2026
...to all forms of payment (ACH, checks, cash equivalents, etc.) to ensure proper financial controls and reconciliation. Request Process Refund requests must be submitted within 10 business days of the transaction. R...
4.5.14 Restricted vs Unrestricted Accounts
Apr 28, 2026
...cted and unrestricted funds is critical for proper stewardship, compliance, and financial reporting. Every dollar given must be handled according to donor intent and organizational policy. Restricted Funds Restricted fun...
...efforts. These activities must remain aligned with our mission and comply with financial and legal requirements. Key Guidelines Merchandise sales must support a ministry, event, or discipleship effort Crosspoint is a 50...
4.5.16 Stock Donations
Apr 28, 2026
...nt Notes Stock donations should never be handled informally or outside approved financial channels. Accurate donor information must be collected to ensure proper credit and tax documentation. Timing of the gift is based...
...fferings funds. These practices are strictly prohibited to ensure: Proper financial accountability Protection against misuse or misappropriation of funds Alignment with ethical and fiduciary standards Any vio...
4.6.1 Financial Reporting Expectations
Apr 28, 2026
Financial Reporting Expectations To ensure financial transparency, accountability, and informed decision-making across Crosspoint Church, monthly financial reporting provides leadership with a clear and accurate view of...