6.1.10 Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors
May 11, 2026
...I Don’t Want to Provide a COI” Proceeding without insurance creates significant financial exposure for the church. Without proper coverage, the church could become responsible for: Property damage Injuries Vehicle accide...
11.0.5 Fee Structure Guideliens
May 1, 2026
...mework for billing, payment collection, insurance claims processing, and client financial responsibility for Crosspoint Counseling Center. The objective is to ensure consistent financial practices, transparency with clie...
...edures for billing, payment collection, insurance claims processing, and client financial responsibility. The objective is to ensure consistent financial practices, transparency with clients, and compliance with applicab...
11.0.1 Client Intake Guidelines
May 1, 2026
...ents Telehealth eligibility, if applicable Inform the client of their estimated financial responsibility prior to the first appointment. 3. Electronic Intake Forms Whenever possible, all intake documentation should be co...
11.0.2 Insurance Billing Guidelines
May 1, 2026
...e reimbursement, maintain compliance with payer requirements, and promote sound financial stewardship. Insurance billing procedures are documented and followed to ensure accuracy, accountability, and timely revenue cycle...
...ng to cash handling procedures) Why This Guideline Exists: Ensures proper financial controls and accountability Maintains accurate donor records for giving statements Protects against fraud, loss, and misallocation...
4.5.5 Cryptocurrency Policy
May 1, 2026
...(ETH) Any other digital or blockchain-based currencies Rationale: Ensures financial transparency and consistency in accounting practices Reduces exposure to volatility and regulatory uncertainty Maintains alignment...
6.1.3 Contracts, Leases, and Agreements
May 1, 2026
...l related documents or agreements Details of the event or service Total cost or financial obligation Any special requirements from the vendor or venue Insurance requirements (if not clearly outlined in the agreement) Any...
4.1.3 Introducing Crosspoint Accounting Team
May 1, 2026
...nbsp; Shelby - accounting software where all financial info - Shelby - stewardship section, giving records, etc. - ...
4.1.2 Financial Whistleblowing & Misuse of Funds
May 1, 2026
Financial Whistleblowing & Misuse of Funds Crosspoint Church is committed to the highest standards of financial integrity, stewardship, and accountability. Every dollar entrusted to us is given for ministry, and we t...
5.1.43 Technology
May 1, 2026
...platforms must not be used for church transactions unless explicitly approved. Financial activity must follow established financial controls and systems. 4. Do Not Send Confidential Data Casually Sensitive information (...
5.1.35 Software Approval Process
May 1, 2026
...oval Process – What You Need to Know To protect Crosspoint’s data, systems, and financial stewardship, all software must be reviewed and approved before use—especially before any purchase is made. Do Not Sign Up for Rand...
5.1.28 When an Employee Leaves
May 1, 2026
...tive, confidential, or proprietary data It does not include member information, financial data, personnel records, or internal communications It aligns with all confidentiality expectations and policies Access to C...
...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....