Document Retention Policy (Virtual)

Registration: Click here. You will receive a Zoom link upon sign up.

Payment: Click here. The event fee is $25 per organization, however if it’s difficult to pay you
may still register and attend the workshop without it.

A nonprofit document retention and destruction policy is a core component of both legal compliance and good nonprofit governance. It is one of the governance and operations policies specifically highlighted by the IRS on Form 990, which asks whether the organization has adopted such a policy. A well-drafted policy informs staff, volunteers, and board members how long nonprofit records should be kept, when certain types of records may or should be destroyed, and how organizational records must be managed to comply with state and federal law.

This workshop on Document Retention and Destruction Policies for Nonprofits will cover:

• Components of a well-drafted and legally compliant policy
• Documents required or recommended to be retained and for how long
• Recommended practices for Massachusetts nonprofits to support legal compliance and good governance
• Practices to avoid
• Guidelines for how to tailor a policy to fit the nonprofit’s activities and priorities

Presenter: Sat Nam S. Khalsa, Robinson+Cole