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SUMMARY:Document Retention Policy (Virtual)
DESCRIPTION:Registration: Click here. You will receive a Zoom link upon sign up. \nPayment: Click here. The event fee is $25 per organization\, however if it’s difficult to pay you\nmay still register and attend the workshop without it. \nA 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. \nThis workshop on Document Retention and Destruction Policies for Nonprofits will cover: \n\nComponents of a well-drafted and legally compliant policy\nDocuments required or recommended to be retained and for how long\nRecommended practices for Massachusetts nonprofits to support legal compliance and good governance\nPractices to avoid\nGuidelines for how to tailor a policy to fit the nonprofit’s activities and priorities\n\nPresenter: Sat Nam S. Khalsa\, Robinson+Cole
URL:https://lawyersclearinghouse.org/event/document-retention-policy/
LOCATION:Zoom Video Conferencing
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