Record Keeping & Retention

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.
The services of a consultant may prove beneficial to an organization considering the creation of a records management or archival program.
Tips and ideas on file management.
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
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