5.1.24 Clicked on a Bad Link
May 1, 2026
...website where the link appeared The time you clicked it Whether you entered any information Whether anything downloaded or opened Reporting quickly is always the right step. IT would rather review a false alarm tha...
5.1.23 Recognizing Phishing Attempts
May 1, 2026
...Phishing Attempts Phishing is 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 t...
5.1.22 Email Signatures
May 1, 2026
...ofessionally Clearly identifies who you are and your role Provides easy contact information Creates consistency across all communications Required Information Full Name Title Crosspoint Church Phone Number Email Ad...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
...ment, conversation, or record. Every employee is responsible for protecting the information entrusted to them. Core Expectations Assume all email is sensitive. Any communication sent through a Crosspoint email account ma...
5.1.18 Multi Factor Authentication (MFA)
May 1, 2026
...tion) 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. Passwords...
5.1.16 Shared Device
May 1, 2026
...supports better system performance, reduces storage costs, and ensures critical information remains accessible and secure.
5.1.14 Password Management
May 1, 2026
...d manner. Security Requirements: Systems involving financial data, member information, or PCI compliance must use passwords with: Minimum of 15 characters Combination of uppercase, lowercase, numbers, and special c...
5.1.12 Microsoft SharePoint
May 1, 2026
...ment system, ensuring that teams are working from the most current and accurate information. What SharePoint Is Used For Document Storage: A single source of truth for files across ministries and departments Team Collabo...
5.1.11 Microsoft OneDrive
May 1, 2026
...orate within a single document Be mindful of permissions when sharing sensitive information When to Use OneDrive vs Teams/SharePoint OneDrive: Personal work files or documents not yet ready for team collaboration T...
5.1.7 Confidential Printing
May 1, 2026
...e as potentially visible if not handled properly. Protecting confidential information is a shared responsibility. When in doubt, wait at the printer or use secure print options to ensure documents remain in the rig...
5.1.5 Personnel Files Storage Guidelines
May 1, 2026
...d exists to ensure: Proper confidentiality and protection of sensitive employee information Compliance with legal and regulatory requirements Centralized, secure records management All personnel documentation must...
6.1.5 Risk Management Plan
May 1, 2026
...e & Crisis Lifeline Local crisis stabilization unit 911 in emergencies This information is communicated via: Intake documentation Voicemail messaging Client portal communications 6. Supervisor and Leadership Escalati...
5.1.1 AI Generated Guidelines
Apr 28, 2026
...e. 2. Ask for Approval Before Integrating AI Tools Never enter sensitive church information into “public” AI tools. If unsure: do not enter it. This includes: Member contact information / Prayer requests or counseling de...
4.5.4 Confidentiality of Tithes and Offerings
Apr 28, 2026
...o tithes, offerings, and donor giving are strictly confidential. Access to this information is limited to authorized personnel only and must be handled with the highest level of discretion and integrity. Under no circums...
4.5.7 End of Year Giving Statements
Apr 28, 2026
...uestions 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 Pro...
4.5.10 PCI Compliance and Credit Card Handling
Apr 28, 2026
...y, 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 unnecessar...
4.5.16 Stock Donations
Apr 28, 2026
...er 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 on the date the stock is received i...
...en 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 Princip...
1.1 Operations Vision and Purpose
Apr 27, 2026
...; accounting, · information technology, · facilities, · ground...
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...s 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 i...