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Creating a Church Office You Can Trust

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Creating a Church Office You Can Trust

OVERVIEW
Your congregation expects the highest degree of privacy for all of their personal and financial information. So how do you become a church that everyone can trust—from your treasurers, who are responsible for safeguarding confidential church documents, to your members, who entrust a multitude of personal information to your care? Keeping confidential information secure is both a legal and a moral obligation for church leaders. This download provides practical steps you can take to ensure that what happens in the church office stays in the church office.

CONTENTS
Be Careful What You Share
Overview | Know when it's appropriate and legal to share personal information.
by Lindsey Learn

Keep It Under Wraps
Assessment | 10 questions to ensure financial and personal confidentiality.
by Lindsey Learn

A Church Office You Can Trust
How To | Safeguards to protect the privacy of church information.
by Jeff Hanna

Which Records to Retain
How To | Set rules for retaining or discarding church documents.
by Richard Hammar

Keeping Secrets
How To | Your church must be careful with the confidential information it controls.
by Richard Hammar

Are Prayer Lists Legal?
For The Administrator | The application of the HIPAA Privacy Rules to religious organizations.
by Richard Hammar

For Whose Eyes Only?
The Legal Side | There are legitimate reasons for your church to reveal its private documents.
by Richard Hammar

Resource Center
Leader's Guide | Quick tips and recommended resources.


ADDITIONAL INFORMATION
Pages: 20