Document Retention Policy Template

By | March 14, 2017

Do you run a non-profit organization or business? If so, you will need to understand the importance of making sure your employees follow certain protocols. If your employees break the rules, it could hurt your business severely in the long run. In today’s age, it is enormously important to keep track of the documents your organization has made. This will allow you to defend yourself against accusations, while also ensuring you pay the correct amount of taxes. This is why it is important to use a document retention policy template for your organization.

What It Does

First and foremost, you should learn about the document and its basics. This policy primarily tells employees and volunteers what needs to be done with each and every document the organization creates. It will tell them precisely how to store the document, so it can be used at a later time. The policy will make it clear what documents need to be stored and for what duration.

What To Keep

When creating your policy, it is pertinent to make sure your organization keeps your articles of incorporation, donation checks, insurance policies, and financial statements. You should also ensure employees do not throw away tax returns or minutes of your board meetings. This information will be helpful in the future. Throwing it away could very well lead to a scandal, so make sure your employees know what to keep!

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Document Retention Policy Template


source: donor forum