Retaining Records
Below is a list outlining how long clubs should keep financial and administrative records. Depending on your club's needs, you may add items to this list. Your club should have a procedure in place to pass records from one administration to the next. Be sure to include a review of these records as part of your club's audit.
Governance and Charter Records: Permanently
(Includes Articles of Incorporation and Bylaws, Club Constitution, Club Procedures and Standing Rules, charter papers, etc.)Legal and Controversial Correspondence: Permanently
Minute Books and Membership Rosters: Permanently
Financial Records: 7 years (Includes internal audit reports, bank statements, cancelled checks, receipts and disbursements, etc.)
Administrative Records: 3-4 years (Includes routine correspondence, internal reports, etc.)
Quick Links
Tips for Success
Enjoy helpful resources that will aid you in improving your communication and help you build leadership skills.
View tipsInspiration Replay!
The 2022 International Convention storytelling excitement lives on; you can still learn and reshape your narrative with unlimited access to sessions and highlights for only $60 USD.
Buy On DemandConnect With Us
Follow us on Facebook, Twitter, LinkedIn, Instagram and YouTube for exciting updates, inspiration and more.
Connect