When should your nonprofit get rid of documents? How long should you keep important documents? What things do you need to keep forever?
These questions can feel daunting, but they don't have to!
This Record Retention and Destruction Policy Template includes the guidelines outlined by federal laws necessitating compliance (i.e. the Sarbanes-Oxley Act - "The American Competitiveness and Corporate Accountability Act of 2002"), which makes it a crime to alter, cover up, falsify, or destroy any document with the intent of impeding or obstructing any official proceeding.
This 5-page digital download provides you with a draft Record Retention and Destruction Policy Template to help you manage your records. (This is typically a policy that requires review and approval by your Board of Directors.)
You will receive two file formats:
- Microsoft Word (.docx)
- PDF
This template was created as a sample for educational and informational purposes only. Prior to adopting this sample template for your own use, you (nonprofits and other bodies) should seek advice from your own professional advisors.
