Question: What is the best practice for records keeping?

We have general and exec board meeting minutes dating back more than 10 years. We would like to conduct a purge of records, but are afraid we'll be destroying information that might need to be referenced by future leaders, particularly if there were to ever be a dispute of some sort. What is the recommendation for hanging onto old records like meeting minutes?

Asked by Anonymous

Answers:

Advice from PTO Today

Craig writes:
Meeting minutes are considered the official record of your group's business and should be held onto permanently. (Not very helpful for your purge, I know!) You can get rid of some old financial records, however. Here's a link to suggested record retention rules for PTOs and PTAs.