Document Retention Policies

STC has received requests about recommend document retention policies. Meanwhile, the CAC has been working to consolidate community leadership documents, and we have added a document retention template to the soon-to-be-published Community Handbook.

One resource recommended by STC is https://www.councilofnonprofits.org/tools-resources/document-retention-policies-nonprofits. Among other recommendations, it suggests that organizations should never discard these records:

  • Articles of Incorporation
  • Audit reports, from independent audits
  • Corporate resolutions
  • Checks
  • Determination Letter from the IRS, and correspondence relating to it
  • Financial statements (year-end)
  • Insurance policies
  • Minutes of board meetings and annual meetings of members
  • Real estate deeds, mortgages, bills of sale
  • Tax returns

When the new Community Handbook is published, we will let you know!

Join us for the ‘STC Leadership Tools and Resources’ webinar with Todd DeLuca on January 9, 2019.

Attention STC Community Leaders!

Learn about available STC Leadership Tools and Resources.

Todd DeLuca will review available websites, documents, forums, emails, and contact to help community leaders manage, coordinate and support their communities.

Register here: 

https://register.gotowebinar.com/register/4531151584352603138

Sponsor: STC Community Affairs Committee

Happy New Year and Happy Holidays!

Ramesh Aiyyangar, 

STC Community Affairs Committee
Social Media Director
Email: ramesh.aiyyangar.stc@gmail.com/​aiyyangar@gmail.com
Twitter: ​@aiyyangar
​LinkedIn: ​https://www.linkedin.com/in/rameshaiyyangarprofile/

Join us for the ‘STC Community Achievement and Pacesetter Awards’ webinar with Tim Esposito on November 28, 2018.

Attention STC Community Leaders!

It’s time to prepare and share the great work you’re doing and be recognized for your efforts.

Register for ‘STC Community Achievement and Pacesetter Awards‘ webinar on November 28, 2018 – 11:30 AM – 12:00 PM EST: https://register.gotowebinar.com/register/7121966017253075202

Timothy Esposito

Sponsor: STC Community Affairs Committee

 

Ramesh Aiyyangar, 

STC Community Affairs Committee
Social Media Director
Email: ramesh.aiyyangar.stc@gmail.com/​aiyyangar@gmail.com
Twitter: ​@aiyyangar
​LinkedIn: ​https://www.linkedin.com/in/rameshaiyyangarprofile/