4.5.7 End of Year Giving Statements
Apr 28, 2026
...stions or Assistance All questions, discrepancies, or requests for additional information should be directed to the Accounts Receivable team member responsible for donation records. Accountability & Stewardship Prope...
4.5.10 PCI Compliance and Credit Card Handling
Apr 28, 2026
...department, or individual is permitted to keep, store, or retain credit card information in any form, including paper, email, text message, spreadsheets, or personal notes. Retaining cardholder data creates unnecessary...
4.5.12 Refund Guidelines (Tuition, Food, Trips (missionsyouth), Bargain Box, Other Payments)
Apr 28, 2026
...ons/youth), Bargain Box, Other Payments) All refunds must be issued in the same form of payment as originally received. No exceptions. Refunds will not be processed until funds have fully cleared through the banking syst...
4.5.13 Refund Policy (Tithes and Offerings)
Apr 28, 2026
...nsel. Refund Method Requirements Any approved refund must be issued in the same form as the original payment. Credit card donations must be refunded back to the original credit card. Refunds may only be processed after t...
4.5.14 Restricted vs Unrestricted Accounts
Apr 28, 2026
...provide a recommendation to the Finance Team. All new designated funds must be formally approved before being created. Guiding Principle Our goal is to minimize the number of designated funds, as all donations ult...
4.5.16 Stock Donations
Apr 28, 2026
...ion procedures. Important 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....
4.6.1 Financial Reporting Expectations
Apr 28, 2026
...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 financial...
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...hout proper authorization Submission Requirements Completed reimbursement form (Excel or designated system) Itemized receipts (not bank statements) Clear business purpose for each expense Appropriate approval (Camp...
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
...purchase Itemized list of goods or services (not just total) Total amount paid Form of payment (if available) Acceptable Documentation Original receipt (preferred) Digital receipt (email or PDF) Invoice marked as...
4.3.3 Mileage Reimbursement
Apr 27, 2026
...; Submission Process Mileage must be submitted monthly using the approved Excel form. Requirements: Submit by the 5th of each month for the previous month Include: Date of travel Starting location and destination Purpose...
4.3.1 Budgeting Process Overview
Apr 27, 2026
...entional stewardship and mission alignment Planning should be realistic, data-informed, and forward-looking Collaboration between campus leadership and central operations is essential Final budgets must be approved befor...
4.2.2 Tax Exempt Certificate When and How to Use It
Apr 27, 2026
...Certificate to the vendor at the time of purchase Some vendors may require the form to be completed or kept on file For frequent vendors, the certificate should be submitted and kept on file Online vendors may require s...
4.2.1 Understanding Our Tax-Exempt Status
Apr 27, 2026
...aluated for compliance by the Director of Operations. Ministries should avoid informal or undocumented arrangements involving church property or funds. When to Contact the Operations Team Reach out before proceedin...
...alignment with overall organizational practices is required Additional Information For more detailed procedures and operational guidelines, refer to the Counseling Center section of the Playbook. Guiding Principle...
...r operational and staffing decisions within the academies Oversees financial performance in partnership with the Finance Team Ensures safe, structured, and effective environments for children, families, and staff A...
2.5 Finance Team – Role and Responsibility
Apr 27, 2026
...e for financial stewardship Key Functions Tracks and reports financial performance against budget Ensures proper internal controls and financial processes are followed Provides financial insight to support decision...
2.4 Personnel Team – Role and Responsibility
Apr 27, 2026
...or new staff Ongoing coaching, development, and employee support Guidance on performance management and employee relations Ensuring compliance with employment policies and procedures The Personnel Team exists to cr...
1.2 Policy vs. Guidelines What’s the Difference
Apr 27, 2026
...s for efficiency Key Distinction Policy = Required (no exceptions without formal approval) Guidelines = Directional (applied with wisdom and accountability) Bottom Line Policies define the boundaries. Guide...
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...Administrator before the vehicle is operated. Emergency procedures, insurance information, and required documentation are maintained in a designated vehicle binder that must remain with the vehicle at all times while in...
2026 2027 Budget Planning Schedule
Apr 17, 2026
...prior to distribution. CPA Accountant distributes budget PDF worksheet access information to Campus Pastors, Director of Academies, and the Counseling Center Board. XP of Ministries communicates recommended budget guidel...