As part of my job as the new (volunteer) archivist for the local YWCA, I need to create a records retention plan for the non-profit. None of the sources below are guaranteed to be of use or practical for your organization. I share them with the hope of giving you a starting point for your own organization.
A corporation shall keep as permanent records minutes of all meetings of its members and board of directors, a record of all actions taken by the members or directors without a meeting pursuant to G.S. 55A?7?04, 55A?7?08, or 55A?8?21, and a record of all actions taken by committees of the board of directors in place of the board of directors on behalf of the corporation.
Maintain and archive all appropriate records about operations (e.g., financial records, significant contracts, real estate and other major transactions, employment files, fundraising obligations, etc.).
Council of Non-Profits Document Retention Policies
For instance, for nonprofits serving minor children, it is generally wise for the nonprofit to maintain case files at least until the child reaches majority age plus the time period for a claim to be filed.
Records Retention Guidelines
These guidelines provides you with bare bones but easy to understand guides on how long to retain paperwork.
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