Records Retention and Destruction Policy (Non-Profits)

by Practical Law Corporate & Securities

A sample records retention and destruction policy (also called a records and information management policy, recordkeeping policy, records maintenance policy, or document retention policy) for a non-profit charitable organization. This policy governs the non-profit's management of its data from creation through destruction. It can be incorporated into an employee or director orientation handbook or used as a stand-alone policy document. This Standard Document is based on federal law. State or local law may impose additional or different recordkeeping requirements, but this document is relevant and useful to non-profits in every state. This Standard Document has integrated notes with important explanations and drafting tips.