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Record Keeping

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(5)
  • Fact Sheets(5)
  • FAQs(6)
  • Sample Documents(8)
  • Helpful Links(5)

Helpful Links

How to Hold a Virtual AGM

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How to Take Minutes

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Official records

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Roberts Rules

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Uploading official records

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Pacific Legal Education & Outreach Society (PLEO)

1183 Melville St,

Vancouver, BC

V6E 0A3

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Territorial Acknowledgement

PLEO acknowledges and appreciates that our organization is located on the traditional and unceded territories of the Coast Salish peoples of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaɬ (Tsleil-Waututh) Nations. We work throughout the province of British Columbia and across Canada, making a practice of learning from and engaging with the Nations upon whose lands we work.

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