What are the best practices for archiving communications/gift agreements from both inactive and active grantees?

Start with our publication Keeping Good Records: Small Foundations’ Guide to Staying Organized.

It reviews the recommended documents to keep, and for how long, as well as other tips for archiving and organization. State law may influence how long certain documents should be kept, so you should check the requirements for your state as well.

You may also find these resources to be helpful:

Recordkeeping Requirements and Tips

Going Paperless in a Small Foundation Office

Records Retention Policy

Still have questions?

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