Resources

As your state nonprofit association, we are here to provide resources to strengthen your organization.

Planning and Structure

Document and Information Management Policy – A Guide

Most organizations must keep copies of certain documents for legal, regulatory, and/or operational reasons. Organizations committed to good business practices and upholding the laws and regulations that govern their operations regularly review these policies to stay current. The complexity of this policy depends on the complexity of the organization and the documents both created and retained. Download the file for a typical list of documents and the IRS guidelines for retention and destruction.

This template not intended as legal advice. Your organizational goals, purpose, and values should drive the creation of any policies or dissemination of information of this type. If you have questions or need further assistance, please call Foraker at (907) 743-1200.