MemberJanuary 10, 2024 at 2:49 pm
Hi Michael and Mark…I have been through this – twice! – and we followed the same retention periods that were in place when the organization was in operation, maxing out at 7 years. I was surprised by how often we did need to access records in the years following dissolution. In regards to storage, that was the hard part and we were able to rely on Board members to keep things (these were smaller organizations) but it may make sense to determine if there are funds available for a storage facility or, even better, (Mark!) get things digitized.