Any file up to 50 MB (Word, PDF, scans, spreadsheets, and more).
Choose a type above to see the suggested nonprofit retention period.
Keep until
Measure the period from (optional, e.g. a contract's end date or an employee's separation date; defaults to today).
Guidance only, not legal advice. Retention rules vary by federal, state, and local law; confirm your own requirements.
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Retention
Keep until
Disposal is never automatic. Place a hold (keep) on anything involved in an audit, claim, or investigation. To dispose of a document, close this and use Archive or Delete on its row. Guidance only, not legal advice.