Board papers, policies and donor records: a document management blueprint for NFPs

TL;DR NFPs sit on three high-stakes document categories: board papers (governance), policies and procedures (compliance), and donor and beneficiary records (privacy). Each has different retention, access and audit needs. You’re legally on the hook for more than you think. The ACNC requires charities to keep records for at least 7 years. The Privacy Act and the 13[…]