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Clear standards for how long your organization keeps records — and how to dispose of them correctly. Covers 37 record categories, Legal Hold procedures, and electronic records. The IRS asks about this policy on Form 990, Part VI, Line 14.
What's included
→ Document Retention & Destruction Policy (editable Word doc)
→ Retention schedule — 37 record categories
→ Legal Hold protocol
→ Guidance notes with Form 990 Line 14 checklist
→ Sample board adoption resolution
Clear standards for how long your organization keeps records — and how to dispose of them correctly. Covers 37 record categories, Legal Hold procedures, and electronic records. The IRS asks about this policy on Form 990, Part VI, Line 14.
What's included
→ Document Retention & Destruction Policy (editable Word doc)
→ Retention schedule — 37 record categories
→ Legal Hold protocol
→ Guidance notes with Form 990 Line 14 checklist
→ Sample board adoption resolution