This record retention policy for nonprofits template has 4 pages and is a MS Word file type listed under our legal agreements documents.
Sample of our record retention policy for nonprofits template:
RECORD RETENTION POLICY PURPOSE The purpose of this Record Retention Policy at [YOUR NONPROFIT NAME] is to establish guidelines for the proper retention, storage, and disposal of records in order to comply with legal and regulatory requirements, preserve organizational history, and ensure efficient use of resources. This Policy aims to ensure that records are maintained in a manner that supports operational needs, legal compliance, and transparency. SCOPE This Policy applies to all employees, volunteers, contractors, and other personnel at [YOUR NONPROFIT NAME] who create, receive, or maintain records on behalf of the organization. It covers all types of records, including paper, electronic, and other media. RECORD RETENTION PRINCIPLES Accountability: Ensure that records are managed responsibly and in compliance with legal and regulatory requirements. Transparency: Maintain clear and open documentation practices to support accountability and trust. Integrity: Protect the accuracy and reliability of records throughout their lifecycle. Confidentiality: Safeguard sensitive information from unauthorized access and disclosure. Efficiency: Optimize the use of resources in managing records, including storage and retrieval processes. DEFINITIONS Records: All documents, papers, letters, maps, books, photographs, films, sound recordings, microforms, magnetic tapes, electronic media, or other documentary materials, regardless of physical form or characteristics, made or received by [YOUR NONPROFIT NAME] in connection with the transaction of public business and preserved as evidence of the organization's functions, policies, decisions, procedures, operations, or other activities. Record Retention Schedule: A document that specifies the length of time records should be retained before they are destroyed or archived. RECORD RETENTION SCHEDULE The following retention periods apply to various categories of records. This schedule should be reviewed periodically and updated as necessary to reflect current legal and operational requirements.
