Records Retention Policy

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A records retention policy is a simple written document—one or two pages—that summarizes your procedures for storing, organizing, purging, archiving, and protecting foundation documents and fulfilling public reporting requirements.

Documenting these procedures helps your foundation keep good records over time, letting you reap the benefits of compact, organized, and secure files. A policy also makes it easier to respond to public requests for information and prepare in the event of an audit.

Full article includes sample documents.

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