Record Keeping & Retention

In-Depth knowledge on Record Keeping & Retention


Legal Affairs

The Council has six full-time attorneys with a breadth of experience on staff. This team of experts is a valuable resource to Council members, and is available to provide information on a wide range of topics that impact foundation operations.

There are documents that should be kept on hand forever; some that may be discarded after a given time period; and some that may be retained or discarded at a foundation's discretion.

This Document Retention and Destruction Policy of the Council on Foundations (the "Council") identifies the record retention responsibilities of staff, volunteers, members of the Board of Directors, and outsiders for maintaining and documenting