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SOP: Memorial Notification

Rites of Passage

Purpose To ensure timely, compassionate communication to members who wish to receive memorial ser...

Updated 10 months ago by Rev. Sean Neil-Barron

Baby Dedications

Rites of Passage

Updated 10 months ago by Lucy Nuremberg

Weddings

Rites of Passage

Updated 10 months ago by Lucy Nuremberg

Recommendations for Emeritus/Emerita/Emerit Status

To Be Sorted / Organizational Guidance

1. Purpose This guidance outlines the process for conferring honorary Emeritus/Emerita/Emerit st...

Updated 10 months ago by Rev. Sean Neil-Barron

Foothills Style Guide

Communication (Organizational Guidance)

This is an in-process and imperfect guide  Communicating About Gender Always write in ways that...

Updated 10 months ago by Rev. Sean Neil-Barron

Fundraising for External Organizations on Foothills Premises

Stewardship & Fundraising

To protect the integrity of Foothills Unitarian’s fundraising efforts and to avoid confusion rega...

Updated 10 months ago by Katie Watkins

Exceptions Log

Database and Records

Organizational Guidance Anti-Nepotism Policy Date

Updated 10 months ago by Rev. Sean Neil-Barron

Anti-Nepotism Guidance

Employee Handbook Foothills Employment Policies and Pract...

Any family member within one generation, committed partner or spouse of an employee cannot serve ...

Updated 10 months ago by Rev. Sean Neil-Barron

Elected Position Succession

Elected Leadership

https://docs.google.com/spreadsheets/d/12YfCesF_bZQjM2nB6apGmpzf56FBV_69yiL-sY5FGNA/edit?gid=0#gid=0

Updated 10 months ago by Rev. Sean Neil-Barron

Records Retention & Destruction

Finance

1. Purpose This guidance ensures that Foothills Unitarian retains and securely manages records in...

Updated 10 months ago by Rev. Sean Neil-Barron

Hack: Keeping Contact Info Up-to-Date in Planning Center

PCO Hacks

Keeping your church’s contact information accurate is essential for smooth communication, event c...

Updated 10 months ago by Rev. Sean Neil-Barron

Enhancing PCO Address Data with ZIP+4 and Political Districts via Geocodio

PCO Hacks

This guide outlines the process of exporting address data from PCO, enriching it with ZIP+4 and p...

Updated 10 months ago by Rev. Sean Neil-Barron

Whistleblower Protections

Employee Handbook Foothills Employment Policies and Pract...

The Church prohibits retaliation against employees or other persons who in good faith report lega...

Updated 10 months ago by Katie Watkins

Internal Controls

Finance

1. PurposeThis guidance outlines Foothills Unitarian’s internal control framework to safeguard fi...

Updated 10 months ago by Katie Watkins

Guidelines for Appropriate Conduct

Employee Handbook Employee Responsibilities

Employee conduct affects the health and growth of the Church and reflects upon our image in the g...

Updated 10 months ago by Katie Watkins

Capital Campaigns

Finance

1. PurposeThis guidance defines the shared responsibilities for discerning, initiating, and plann...

Updated 10 months ago by Katie Watkins

Donor Cultivation

Finance

1. PurposeThis guidance articulates Foothills’ fundraising philosophy, grounded in abundance, gra...

Updated 10 months ago by Katie Watkins

Community MicroGrant Program

Finance

1. PurposeThis guidance outlines the structure and accountability of the Community MicroGrant Pro...

Updated 10 months ago by Katie Watkins

Donations & Fundraising

Finance

1. PurposeThis guidance supports responsible and transparent stewardship of donor contributions i...

Updated 10 months ago by Katie Watkins

Monthly Financial Review Process

Finance

1. PurposeThis guidance establishes the internal monthly financial review process to ensure accur...

Updated 10 months ago by Katie Watkins