Nonprofit Quick Tip: Document Retention Policy

CPAs & Advisors

Michael Evrard
Michael Evrard CPA Principal CPAs & Advisors

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A document retention and destruction policy is an important tool to help keep your nonprofit organization in compliance with regulatory, legal, and audit requirements. Each organization should customize a policy specific to their needs and consider situations where you may need to retain items longer than other organizations or industries would. For guidance, refer to Yeo & Yeo’s Business Record Retention Schedule and contact your Yeo & Yeo professional with questions about specific items.

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