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Document Retention Policies—Why Are They Necessary?  


Author:  Brooks Caston, J.D..; Katherine E. David.


Source: Volume 14, Number 03, March/April 2015 , pp.3-5(3)




Family Foundation Advisor

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Abstract: 

Family foundations—regardless of size—must develop internal policies to manage and minimize internal and external risks. A document retention policy is an important tool in this regard. This article outlines a practical and prudent approach to document retention and examines specific retention policies for a variety of documents typically generated by family foundations.

Keywords: Sarbanes-Oxley Act; IRC §6104; Federal Employment Law; Grant Information

Affiliations:  1: Strasburger & Price, LLP; 2: Strasburger & Price, LLP.

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