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.
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.
Who Should Attend
From the novice to the experienced grants writer in the following groups:
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