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Record Retention for Nonprofits: Policies & Procedures to Ensure Compliance


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Your nonprofit deals with tons of documents every day. Knowing what needs to be saved, how it needs to be saved and for how long challenges even the most seasoned nonprofit professionals. Record retention mistakes can bring about litigation, IRS audits, fines & investigations. How can you get your record retention policies right to avoid costly mistakes and retain your tax exempt status? Join us for this vital, 60-minute webinar to discover:

  • Record retention rules & regulations nonprofits need to follow
  • Common mistakes, pitfalls & oversights on record retention to avoid
  • Guidelines for crafting & implementing effective retention policies
  • Expert guidance on creating, implementing & enforcing retention policies
  • Protect your tax-exempt status - avoid catastrophic mistakes!

Program Highlights

  • Record Retention Essentials for Nonprofits: What You Need to Know

    • Lessons learned from real-life record disaster stories
    • Defining & distinguishing business records vs. transitory messages
    • Electronic vs. paper - key retention info for nonprofits
    • Guidelines for records on employee-owned mobile devices
  • Legal & Regulatory Rules to Follow: How to Ensure Compliance

    • Sarbanes-Oxley Section 802 & IRS Form 990 guidelines
    • Federal & state laws governing nonprofit record retention
    • Keys to reduce legal, regulatory, security, PR & other risks
    • What you need to know about records relating to donor gifts
  • Develop, Implement & Enforce Record Retention Policies for Success

    • Craft policies that support record retention with litigation hold rules
    • Keys to determine nonprofit record lifecycles & deletion schedules
    • Related policies that must be updated: BYOD, social media, email
    • How to educate employees, volunteers & the board on retention roles
  • Interactive Q&A - Have your specific questions answered by the expert!

About The Speaker

Nancy Flynn is an internationally recognized expert on workplace policy, compliance, and communication.

  • Nancy is founder and executive director of The ePolicy Institute, which is dedicated to helping employers limit electronic risks, including litigation, through written policy, employee training, and compliance management programs.
  • Ms. Flynn serves as an expert witness for the federal government and law firms engaged in email and Internet-related litigation.
  • She is regularly retained by leading technology companies and other organizations worldwide to conduct seminars and webinars and create training tools.
  • Nancy is an in-demand speaker, seminar leader, corporate coach, and the author of 13 books published in 6 languages.
  • She also serves as a go-to media source and has been featured by Fortune, Time, The New York Times, Newsweek, Forbes, and The Wall Street Journal among other media outlets worldwide.

Program Benefits

Join us for this 60-minute webinar to discover how to develop, implement, and ensure compliance with record retention programs for your nonprofit.