Records Retention Policy - Exponent Philanthropy

Records Retention Policy

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A good records retention policy lists which records the foundation should keep—and for how long. Whether your foundation has its own office or uses a home office, you should set up a system of files and recordkeeping. Many small foundations delegate their recordkeeping duties to accountants, custodians, or consultants. Even so, it is important—and legally required—to make sure your records stay in good order.

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