Recordkeeping

FAQs

  • Which records should I keep, and for how long?

  • What are some tips for managing files and saving space?

  • How do we store a foundation archive?

  • What are the pros and cons of a paperless office?

  • What are some ways we might organize our files?

  • What tips will help us when putting a filing system in place?

  • If our foundation closes, or plans to sunset, what records should we keep after we close?

  • How can we protect our important records from disaster?

  • What do foundation archives contain?

  • What are the benefits of starting a foundation archive?

  • Who is responsible for managing the foundation's files?

  • What recordkeeping costs should we consider?

  • Why is it helpful to purge records periodically?

  • How can we keep track of our grant files?

  • How can we inform our board and staff (as applicable) about our records management system?

  • How do we develop a filing system?

  • How do we develop a records management system?

  • What are the benefits of a records management system?

  • What does a records retention policy include?

  • What is a records retention policy, and why is it important?

  • What are some reasons why I might want to keep some grant-related records a longer amount of time?

Tear Sheets

Articles

Primers 

Primers offer key information for individual, family, and small-staffed foundation donors, distilled into 10 to 20 pages and available for download from our Store.

Keeping Good Records: Small Foundations' Guide to Staying Organized

Samples

MEMBERSHIP

Be part of the largest community for funders with few or no staff.

Join Now