Q&A

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?
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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.
- Craig
Links in this post:

record retention rules for PTOs and PTAs: https:/www.ptotoday.com//filesharing/document/1030-pto-record-retention-rules