A category-by-category retention schedule, electronic-records and email guidance, and a litigation-hold provision. Generate a branded PDF or Word document in minutes — free, no sign-up.
Create your policy →Keep what you must, shred what you can, and never destroy a record you needed — with a clear schedule everyone can follow.
governance policies the IRS Form 990 asks about by name
Source: IRS Form 990, Part VI
U.S. nonprofits the IRS expects to follow sound governance practices
Source: IRS
of annual revenue a typical organization loses to fraud
Source: ACFE Report to the Nations
Governance documents, Form 990s, audited financials, and minutes are typically kept permanently; most financial, payroll, and donor records are kept about seven years. This template includes a full category-by-category schedule you can adjust.