Does your foundation have a system for managing its records? - Exponent Philanthropy

Does your foundation have a system for managing its records?

Knowing what to keep, for how long, and where to find it can save your foundation time and keep you on the right side of the law. This primer walks you through everything from sorting and storing files to purging inactive records and protecting sensitive documents. Get organized today.

Still have questions?

Members can access staff experts through our Q&A service by calling 202-580-6560, or post a question to the member community to hear form peers in the field.

Explore our Q&A archive