Document Retention Policy for Nonprofits and Private Foundations
$9.99
Downloadable, editable Microsoft Word document.
This three-page policy is for internal use, and is meant to act as a guideline as to when it is permissible to destroy physical documents and delete electronic documents.
Description
Description
This three-page Document Retention Policy for Nonprofits and Private Foundations includes guidelines for both physical and digital documents. The Policy recommends minimum retention periods for the following documents:
- Articles of Incorporation
- Bylaws
- IRS Determination Letter
- Board Minutes
- Written Consents
- Resolutions
- Financial Statements
- Financial Audits
- Tax Returns
Additionally, the Policy also includes minimum retention periods for the following documents:
- Bank Statements
- Grant files (applications, reports, correspondence)
- Payroll and Employee Records
- Contracts and Leases
- Insurance Policies
- Electronic correspondence relevant to operations
- Routine emails
Lastly, the Policy provides instruction on how to handle document retention during any litigation or investigations.
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