About Our Speaker(s)
Frank Klimko

Frank Klimko is a veteran journalist with more than 30 years of experience covering federal, state, and local government regulation; agency news; and private philanthropy. As a webinar instructor, he has helped hundreds of listeners better position themselves for funding, burnish their applications, and get a firmer grip on the federal/private money tree. Klimko specializes in uncovering alternative and hidden grant opportunities.

How to Build a Good Nonprofit Document Destruction Policy (CDPO18C)

Event Information
Product Format
Pre-recorded Webinar
Frank Klimko
60 minutes
Event Description

Find out When It’s Safe to Shred that Important Document

On top of the constant drumbeat of fundraising, nonprofits have to also navigate through an increasingly complex world of legal and regulatory constraints. If you manage a public charity, you must maintain books and records to show the IRS that you comply with tax rules. If you don’t, you may not be able to show that you qualify for a tax-exempt status, and lose your classification as a public charity along with your IRS tax-exempt status. And if you fail to keep important documents that are subject to legal discovery or regulatory oversight, your nonprofit can attract civil and criminal penalties. So knowing what to keep, and what to shred – and when – is more important now than ever. But the biggest challenge is: how do you implement a sound document retention policy and save your nonprofit from costly legal litigation in the absence of clear regulations and guidelines?

Get started on the right path in this webinar with Frank Klimko, where he will bring you up to speed with the reality of document retention laws, and show you how nonprofits can navigate the new laws and remain sustainable without running into legal problems. He will identify the documents that every charitable nonprofit should save permanently, and also provide a timetable for other important documents, i.e., how long they should be kept and when they can be safely destroyed. Plus, among other things, Klimko will also discuss the good faith exemptions, and the legal background that has shaped today’s compliance landscape.

After attending this webinar you will have a clear understanding of whether document retention policies apply equally to documents saved in the cloud, on a server, or in a filing cabinet. You will also know who needs a good Record Information Management Policy and the first steps to establish one. This webinar will also clarify whether you need to include a preamble to the Record Information Management Policy, emphasizing the connection between a document retention policy and the fiduciary duty of the board of directors.

In fact, these points just form the tip of the iceberg; the session highlights below will give you a better idea of what more you can expect from this webinar.

Session Highlights

  • What are the legal obligations that control what documents should be kept?
  • How long should you keep donation records? Or do they need to be saved at all?
  • Are email records "documents" that should also be addressed in the nonprofit's document retention policy?
  • How do you address an organization's needs and capabilities with what it needs to follow under the law?
  • What is your electronic document backup plan? Do you need one?
  • What are the parameters of the preservation obligation and does a nonprofit need to suspend the destruction of non-relevant records if there are legal questions about other questioned documents?
  • Use our 'inside information" on how foundations can better solve document destruction questions.
  • Learn how the IRS looks at record keeping and its importance in the nonprofit’s tax-exempt status, and how does that impact you?

Who Should Attend

From the novice to the experienced grants writer in the following groups:

  • Affinity groups
  • Branding specialists
  • Child nutrition experts, child-serving organizations, and hospitals
  • Colleges, schools and education departments
  • Community action agencies and neighborhood associations
  • Doctors
  • Family and regional foundations
  • Grant writers
  • Legal teams
  • Private funding match providers
  • Recreation centers  
  • Women’s groups
  • Workforce centers
  • Youth centers

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