This document management policy is designed to conform with the charitable laws of states which, like California, given the Attorney General an unusually long statute of limitations (10 years) within which to bring an action for breach of charitable trust. Three items to note in particular: First, think about this as part of document management, rather than simply document retention; holding on to documents too long is unnecessarily expensive. Second, there may some documents that are worth saving for the community's sake or for the sake of clients that go beyond these legal guidelines. And third, remember that e-mail messages are documents that should conform to these guidelines.

http://www.blueavocado.org/content/model-document-retention-policy-nonprofits

Written by :

Annie Hernandez

 

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