PCI Compliance and Credit Card Handling
Aug 20, 2026
PCI Compliance and Credit Card Handling Crosspoint Church does not retain credit card numbers for any reason. Writing down card numbers is strongly discouraged. If a card number must be written down to complete a transac...
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...
2026-2027 Budget Planning Schedule
Aug 20, 2026
2026-2027 Budget Planning Schedule Questions or more information Contact the Director of Operations at ccate@crosspoint.church For accounting worksheet or journal-entry questions, contact the Accountant at jusmith@crossp...
Refund Guidelines for Tuition, Food, Trips, Bargain Box, and 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 ful...
Cryptocurrency Policy
Aug 20, 2026
Cryptocurrency Policy Crosspoint does not accept cryptocurrency as a form of payment or donation at this time. This includes, but is not limited to: Bitcoin (BTC) Ethereum (ETH) Any other digital or blockchain-based curr...
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...
Tithe and Offering Refund Policy
Aug 20, 2026
Tithe and Offering Refund Policy Purpose: To provide clear guidance on how Crosspoint handles requests for refunds related to tithes and offerings. Tithes and offerings are given as voluntary contributions to support the...
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...
Restricted vs. Unrestricted Accounts
Aug 20, 2026
Restricted vs. Unrestricted Accounts Understanding the difference between restricted and unrestricted funds is critical for proper stewardship, compliance, and financial reporting. Every dollar given must be handled acco...
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...
Cleaning Equipment Stewardship
Aug 20, 2026
Cleaning Equipment Stewardship Cleaning equipment is essential to maintaining safe, functional, and welcoming facilities across all Crosspoint campuses. Properly maintained equipment allows teams to clean effectively, pr...
Campus Winterization SOP
Aug 20, 2026
Campus Winterization (Freeze Protection) To standardize winterization of irrigation, sprinkler, and exterior water fixtures across all Crosspoint campuses, reducing risk of freeze-related damage, service disruption, and ...
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...
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 ...
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 '...
Hurricane Preparedness Timeline
Aug 20, 2026
Hurricane Preparedness Timeline Phase 1 – Tropical System Identified (14–10 Days Before Potential Impact) Objective: Begin monitoring and early planning. Operations Team Send a daily leadership weath...
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...