Lisa - Here is a link to the National Council for Nonprofits, which points to further resources, as well:
http://www.councilofnonprofits.org/document-retention-policies
Jim
Jim Booth
Records & Information Management Practice Leader
Brightstone Insurance Services, LLC
Direct – 919.323.3266
Direct Fax – 914.636.0802
Main - 877.862.4755 x 3266
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Gary Link
Sent: Friday, February 28, 2014 7:07 AM
To: [log in to unmask]
Subject: Re: Non profits
<<
What record retention schedules should non profits be following? Are there any guidelines specifically for non profits or do they follow the same regulations as governmental agencies?
>>
Lisa,
Generally speaking, all of the regulations that for-profit entities follow need to be followed by non-profits: ERISA, HIPAA, Equal Pay Act, etc., etc., The state in which you operate may have its own regs on lobbying records and charitable organization reporting. Your tax situation will be different, and the IRS does have publications specific to non-profits that are easy to find on a web search.
The point is, you have to do your records inventory and legal research the same as any other entity. There is no universal "Non-Profit Records Retention Schedule."
The advantage that you have is that many non-profits are public entities in some form and so are more likely to post their retention schedules on-line, so you can find some examples.
Good luck,
Gary Link
Pittsburgh, PA
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