My organization is updating our records retention policy. Currently all of our record types have a retention period of "permanent". These records consist of donations, endowments, trusts, bequests and contributions.
The recommendation is to limit the retention period (of physical copies) to six years for all types since everything is already stored electronically.
Is there a best practice and/or legal requirement to store physical documents of any of these document types permanently?
Thank you in advance!
Dale
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Dale Hailey
Sutter Health Philanthropy
dale.hailey@sutterhealth.org------------------------------