Recordkeeping Legal Help Guide | Law For Non-Profits

Recordkeeping

Keeping proper records is important for non-profits to meet legal obligations and minimize risk. In this area you’ll learn the best practices for maintaining records about your directors, members, meetings (in-person & virtual) and finances.

Start with our Legal Help Guides and answer a series of questions to see where your organization stands. Once completed, you’ll receive a To-Do list of items that you can share with your team.

You can also navigate directly to fact sheets, FAQs, sample documents, and helpful links in the Recordkeeping Resource drop down menu below.

Record-Keeping

Legal Help Guides

1. Answer interactive questions

2. Get your results

3. Share with your team

How It Works:

Answer questions

Get a to-do list

Share the results

Access resources

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Keeping Official Records

1 of 5

This assessment covers what type of records are, by law, “official” records.

Time: 5 minutes

Outcome: To-do List

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Director Records

2 of 5

This assessment covers the official records a non-profit must keep about its directors.

Time: 2 minutes

Outcome: To-do List

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Member Records

3 of 5

This assessment covers the official records a non-profit must keep about its members.

Time: 2 minutes

Outcome: To-do List

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Meeting Records

4 of 5

This assessment covers the official records a non-profit must keep about its meetings and written resolutions in place of meetings.

Time: 2 minutes

Outcome: To-do List

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Financial Records

5 of 5

This assessment covers the official records a non-profit must keep about its financial position.

Time: 2 minutes

Outcome: To-do List