Policies & Procedures

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Acceptable Use Policy

ACH File Balancing Procedure

ACH Return Monitoring Procedure

AML BSA OFAC Policy

Anti-Bribery and Corruption Policy

BSA _ AML Internal Audit June 2024

BSA _ AML Internal Audit

Business Continuity and Disaster Recovery Procedure

CCO Management Response BSA_AML Internal Audit 2024

Change Requests, Vulnerability Alerting and Patch Management Procedure

Chargeback Management and Dispute Evidence Gathering - Merged with Policy

Code of Conduct and Ethics

Customer Support Policy and Procedure

Data Retention and Disposal Policy - merged Record & PCI Data Record

Dispute Resolution and Chargeback Policy and Procedure

Documented Key Management Procedures - merged with Information Sec Policy

Employee Background Screening Checklist TEMPLATE

Enterprise Risk Assessment Procedures 2024

ETF Security Audit

Give ACH Originator NACHA Audit

Give Corp Privacy Policy - Internal

Give Corp Privacy Policy - Public

GiveCorporation Team Member Handbook

HR Procedure

Incident Response Procedure - merged into Information Security Program

Information Security Program

Market Research Policy

Merchant Agreement

Merchant PCI Compliance Program

Merchant Training

Merchant Welcome Kit

New Account Boarding Procedures

OFAC Escalations Procedures - merged into Underwriting Procedure

PIN Compromise Policy and Procedures

Politically Exposed Person (_PEP_) Escalations Procedures - merged into Underwriting Procedure

Provider Sponsorship Agreement (for Sales Team)

Provider Sponsorship Agreement

Record & PCI Data Record Retention and Disposal Policy

Record Retention and Disposal Policy - merged into record & PCI

Risk Monitoring Policy- current version

Risk Monitoring Procedures

Settlement Account Balancing and Error Resolution Procedure - merged into Settlement and Reserves Policy OLD

Settlement and Reserves Policy

Third Party Vendor Policy

Underwriting Policy

Underwriting Procedure

Unfair, Deceptive, or Abusive Acts or Practices Policy and Procedures

Unusual Suspicious Activity Escalations Procedures

Vendor Background Screening Checklist TEMPLATE

Vendor Background Screening Policy