Retaining Records

Our Commitment to MembersBelow 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.)

 

Back to previous page

 

Quick Links

Tips for Success

Enjoy helpful resources that will aid you in improving your communication and help you build leadership skills.

View tips

Accessorize for Success

Show off your Toastmasters pride! Visit the Toastmasters Online Store and use code 20MPIN to save 20% on the Membership Pin (Full-Color)! Offer valid September 1–30, 2020. Not valid with any other.

Check it Out

Online Meetings

Find helpful resources for your club to have virtual victories with your online meetings.

Visit webpage

Connect With Us

Follow us on Facebook, Twitter, LinkedIn, Instagram and YouTube for exciting updates, inspiration and more.

Connect