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Records Retention Request for IRS Rulings and/or Guidelines,

Last post 10-07-2008 1:36 PM by Margaret Whitaker. 0 replies.
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  • 10-07-2008 1:36 PM

    • Margaret Whitaker
    • Top 50 Contributor
    • Posts 96
    • Organization: Novant Health
    • Products:  The Raiser's Edge, The Researcher's Edge

    Records Retention Request for IRS Rulings and/or Guidelines,

    I will start with an apology to those who may have read my request on Fundsvcs.  I couldn't find in their archives what I was looking for.  Can anyone answer my questions on this subject as to best practices, IRS rulings and/or guidelines etc?  Thanks!!!!  Idea

    We are in the process of evaluating departmental policy for records retention specifically in regards to donor gifts, copies, signed fund contracts, plus any additional documentation that I may not have thought of  As we are in an age of electronic copying and storage, I would also like to know if scanned documents are sufficient in some instances.  Does the IRS have rulings or do they have only guidelines on records retention for non-profits?  If there are sample policies available in the archives on the website, please point me in that direction for my sleuthing.

    Thanks, Margaret

    mswhitaker@novanthealth.org

    Margaret Whitaker
    Donor & Financial Services Coordinator
    Presbyterian Hospital Foundation
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