Record Keeping and Retention

In-Depth knowledge on Record Keeping and 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. This article provides some guidelines for private foundations (including corporate foundations), corporate foundations/giving programs that do not include a corporate foundation, and community foundations, their counsel, or their accountants.

This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.