These policies provide for the systematic review, retention and destruction of records received or created by [Nonprofit Name] in connection with the transaction of business. These policies cover all records, regardless of physical form, contain guidelines for how long certain records should be kept and how records should be destroyed.

A template is a fillable document with entries for all the basic information needed to create a policy on data retention within an organization. However, it can be personalized by adding or removing components to make it organization-specific.

Adopting a written document retention policy ensures that staff and volunteers follow consistent guidance about document retention and that document destruction/deletion becomes a routine business practice of the nonprofit.

SAMPLE DOCUMENT RETENTION (FOR A HEALTHCARE COMPANY) Please note that you should check all regulations and state law that apply to documents and not rely on the periods listed below. 1. Records Defined – a. “Records” include all forms of communication, data or information relating to the Company, its residents or its business. Records

Writing a document retention policy can be overwhelming for some, but that’s where these templates come in handy. All the templates on this page are made mindfully and cover every aspect of a good document retention policy.

Tax records should be retained for at least six years from the date of filing the applicable return. Employment Records/Personnel Records. State and federal statutes require the Company to keep certain recruitment, employment and personnel information.

6 days ago · A well-structured document retention policy template can help organizations create a tailored policy that meets their specific needs and compliance requirements. Our free document retention policy template provides a comprehensive guide to creating a document retention policy, including best practices, sample documents, and compliance requirements.

Apr 15, 2024 · A document retention and destruction policy template is a crucial tool for businesses to manage their records and information effectively. It provides a systematic approach to retain and dispose of documents based on their legal, regulatory, and business requirements.

The purpose of this Policy is to ensure that necessary records and documents of are adequately protected and maintained and to ensure that records that are no longer needed by {Insert Name of Organization} or are of no value are discarded at the proper time.

This Document Retention and Destruction Policy provides for the systematic review, retention and destruction of documents received or created by Kingsway Charities.