16: Written Record Retention Policy (Electronic and Paper Documents)
Confirming
Reconfirming
The community foundation submits a written policy that includes retention guidelines for covered documents, guidelines that indicate when it is permissible or mandatory to destroy applicable documents, and the procedures for ceasing destruction of documents.
Key Elements
- Written policy that includes:
- retention guidelines provided for covered documents
- guidelines that indicate when it is permissible or mandatory to destroy applicable documents
- the procedure for ceasing any destruction of documents in the case of any actual or potential official investigations
Core Materials
Required Document
- Record-retention policy
