Document Retention & Destruction Policy Template

Stay Organized. Stay Compliant. Protect What Matters.

This easy-to-customize template helps your nonprofit create a clear policy for how documents are stored, retained, and responsibly discarded. It offers practical guidance for staff and volunteers—so everyone understands what to keep, what to let go, and when.

Why It Matters:

• Promotes good stewardship – Ensures important records are preserved and protected

• Reduces risk – Helps prevent legal or compliance issues tied to outdated or mishandled documents

• Keeps things simple – Outlines clear timelines for record retention and destruction

This template includes a suggested retention schedule to guide your team, but every organization is different. It's a good idea to work with legal counsel to make sure your policy meets your nonprofit’s specific needs and regulatory requirements.

Because managing information wisely is part of managing your mission well.