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...
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...of Crosspoint Church. The goal is to ensure timely repayment while maintaining financial accountability and accurate reporting. 🚨 CRITICAL POLICY – TAX EXEMPT STATUS & PERSONAL FUNDS 🚨 DO NOT USE TAX-EXEMPT STATUS...
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
Receipt Documentation Requirements To ensure all financial transactions are properly documented, auditable, and compliant with accounting standards and IRS requirements. Requirements for All Receipts All expenses must in...
4.3.5 Purchase Approval Authority
Apr 27, 2026
...LT (Directional Leadership Team) for final approval. This process ensures financial accountability, proper oversight, and alignment with the overall mission and priorities of Crosspoint Church.
4.3.4 Paying Bills (Accounts Payable Process)
Apr 27, 2026
...sspoint Church is committed to timely, accurate, and accountable payment of all financial obligations. This ensures strong vendor relationships, financial integrity, and operational excellence. Payment Terms Standard pay...
4.3.3 Mileage Reimbursement
Apr 27, 2026
...ated using the current IRS standard mileage rate. This process ensures accurate financial reporting and proper stewardship of church resources. Approved Mileage (What Qualifies) Mileage may be submitted for the following...
4.3.2 Central Benevolence Guidelines
Apr 27, 2026
...programs ✖ General ministry expenses, salaries not tied to benevolence work 2. Financial Guardrails Maintain three (3) months of typical benevolence giving in reserve All expenses over $500 require campus ELT approval A...
4.3.1 Accounts Payable Process
Apr 27, 2026
..., timely, and with proper authorization. This process protects the organization financially while maintaining strong vendor relationships. Scope This applies to all ministries, campuses, and departments incurring expense...