Receipt Documentation Requirements
Aug 20, 2026
Receipt Documentation Requirements Purpose: To ensure all financial transactions are properly documented, auditable, and compliant with accounting standards and IRS requirements. Requirements for All Receipts All expense...
Qualified Charitable Distributions (QCDs)
Aug 20, 2026
Qualified Charitable Distributions (QCDs) What is a QCD? A Qualified Charitable Distribution (QCD) is a direct transfer of funds from an Individual Retirement Account (IRA) to a qualified nonprofit organization, such as ...
Church Management Database: What It Is and What It Is Not The Church Management Database (Shelby Systems) is the centralized system used to manage people, giving, and engagement across the church. It supports ministry, c...
Introducing the Crosspoint Accounting Team
Aug 20, 2026
Introducing the Crosspoint Accounting Team Director of Operations – Christopher Cate – ccate@crosspoint.church Accountant – Justin Smith (CPA) – jusmith@crosspoint.church Accounts Payable (invoices and bills) – adon...
Reimbursement for Personal Funds Used for Church Purchases Reimbursement is intended for situations where personal funds are used to cover approved ministry or operational expenses on behalf of Crosspoint Church. The goa...
Approved Payment Methods for Tax-Exempt Church Purchases The following payment methods are approved for church purchases: Church credit card Church check ACH or approved vendor payment The following payments are NO...
Copiers and Printers
Aug 20, 2026
...es (Toner ONLY) CPC Office Technologies service@cpctek.com 1-800-367-7468 Personal Office Printers Personal office printers are handled through our approved copier/printer company. For support, contact IT at itsupp...
Excess Furniture and Equipment: Removal Process
Aug 20, 2026
Excess Furniture and Equipment: Removal Process Any furniture or office décor purchased by Crosspoint Church—including desks, chairs, whiteboards, lamps, and similar items—remains the property of the church. These items ...
Hurricane Categories, Staff Levels, and Communication Base Communications Base The Central Offices will serve as the primary Communications Base for Category 1–3 hurricanes , whether the forecast indicates a direct or in...
Social Media Accounts
Aug 20, 2026
Social Media Accounts Social media is a powerful tool for ministry and communication. To ensure alignment, consistency, and proper oversight, all ministry-related accounts must follow an approved process. Approval Requir...
Understanding Copyright
Aug 20, 2026
Understanding Copyright & Proper Use of Content Why This Matters Every piece of music, image, article, or resource someone creates is automatically protected by copyright. That means the creator controls how it is us...
Client Intake Guidelines
Aug 20, 2026
Client Intake Guidelines Purpose: To ensure all new clients complete required documentation, that insurance coverage is verified when applicable, and that informed consent is established prior to the first clinical sessi...
Billing, Payment, and Insurance Guidelines
Aug 20, 2026
Billing, Payment, and Insurance Guidelines This policy outlines the procedures for billing, payment collection, insurance claims processing, and client financial responsibility. The objective is to ensure consistent fina...
Non-Owned Auto Driving Process (HNOA) (Volunteers ONLY) Our Hired & Non-Owned Auto (HNOA) insurance requires us to verify every driver's personal insurance and driving record before they drive on behalf of Crosspoint...
Risk Management Plan
Aug 20, 2026
Risk Management Plan Purpose: To protect clients, staff, and organizational operations by establishing clear procedures for responding to emergencies, behavioral health crises, and operational disruptions while maintaini...
Central Benevolence Guidelines
Aug 20, 2026
Central Benevolence Guidelines Purpose: Benevolence funds exist to serve people in our local communities who are facing hardship. This plan ensures those funds are actively used, consistently managed, and aligned across ...
Freeport Campus · Walton County, Florida Purpose: This memo explains why Crosspoint's services at its rented Walton County school facility are legally protected, and gives staff a short, repeatable protocol for respondin...
Background Check FAQ
Aug 20, 2026
Background Check FAQ Can we change the authorization form? No. The wording is required by Protect My Ministry and is designed to comply with federal laws, including the Fair Credit Reporting Act (FCRA). Why does it say '...
Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors A Certificate of Insurance (COI) is a document issued by an insurance company or broker that verifies a vendor, contractor, freelancer, or...
Microsoft 365
Aug 20, 2026
Microsoft 365 Portal: https://portal.office.com Purpose: Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and OneDrive. Email Format: firstname.lastname@crosspoint.church Questions or more information Contact IT Supp...