...Exists: Ensures proper financial controls and accountability Maintains accurate donor records for giving statements Protects against fraud, loss, and misallocation of funds Keeps all transactions within auditable systems...
...amples: Financial records and reports Contracts and agreements HR documentation Donor and giving records Storage Location: Approved and secure systems (SharePoint or designated platforms only) Key Expectation...
5.1.25 What Should Not Be Stored Locally
May 1, 2026
...ports, or operational files Financial information or budget documents Member or donor data Emails or attachments containing sensitive information Any document that is needed for team access or future reference Why...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
...y forwarding, copying, or replying-all on sensitive matters. Protect member and donor information. Personal contact details, giving history, counseling-related communication, or any identifying information must remain st...
5.1.18 Multi Factor Authentication (MFA)
May 1, 2026
...n—especially banking platforms, payment systems, and databases with personal or donor information—must have MFA enabled. Passwords alone are not sufficient to protect against modern security threats. Expectations for Cro...
4.5.4 Confidentiality of Tithes and Offerings
Apr 28, 2026
...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 handled with the high...
4.5.7 End of Year Giving Statements
Apr 28, 2026
End-of-Year Giving Statements End-of-year giving statements provide donors with an official record of their contributions for the calendar year. These statements are used for personal recordkeeping and tax reporting purp...
4.5.8 Fundraising Guidelines
Apr 28, 2026
...following must occur: Clear communication must be provided to participants and donors. Approval must be obtained through appropriate leadership channels. Fundraising efforts must align with the overall mission and value...
...lence. Donations should align with ministry needs and stewardship values. Donor Expectations and Agreement Before accepting any non-cash donation, it is critical that the donor clearly understands and agrees to the...
4.5.12 Refund Guidelines (Tuition, Food, Trips (missionsyouth), Bargain Box, Other Payments)
Apr 28, 2026
...cash management practices This policy safeguards both the organization and its donors by maintaining integrity and accountability in all financial transactions. Failure to issue refunds in the same form of original paym...
4.5.13 Refund Policy (Tithes and Offerings)
Apr 28, 2026
...submitted within 10 business days of the transaction. Requests should include: Donor name Date of transaction Amount Reason for request Submit all requests to the Accounting team for review. Final Determination Al...
4.5.14 Restricted vs Unrestricted Accounts
Apr 28, 2026
...iance, and financial reporting. Every dollar given must be handled according to donor intent and organizational policy. Restricted Funds Restricted funds are donations given for a specific purpose designated by the donor...
4.5.16 Stock Donations
Apr 28, 2026
...ughout the year. Donating appreciated securities can be a tax-efficient way for donors to support the mission. Key Guidelines Stock donations are accepted year-round. All stock donation activity must be coordinated throu...