As a part of the 990 process, charitable organizations are being asked about their Document Retention Policies. As a result, many institutions are reviewing their own policies and looking to the AHP Resource Center for guidance.
IRS publications
Compliance Guide for 501(c)(3) Public Charities
p.18 – 21 What records should be kept?
p. 22 How long should records be kept?
Compliance Guide for 501(c)(3) Private Foundations
p. 18 – 21 What records should be kept?
p. 22 – 23 How long should records be kept?
Associations:
American Records Management Association
Society of American Archivists - Records and Information Management Primer
Sample Policies:
Shred Corp - Sample Document Retention Schedule
American Bar Association - Sample Document Retention Policy
National Society of Professional Engineers - Document Retention Guidelines
Canada Revenue Agency
Document Retention
We are collecting sample policies from AHP member organizations, please contribute them to resource@ahp.org