Fact Sheets

Recordkeeping

Keeping proper records is important for non-profits to meet legal obligations and minimize risk. In this area you’ll learn the best practices for maintaining records about your directors, members, meetings (in-person & virtual) and finances.

Start with our Legal Help Guides and answer a series of questions to see where your organization stands. Once completed, you’ll receive a To-Do list of items that you can share with your team.

You can also navigate directly to fact sheets, FAQs, sample documents, and helpful links in the Recordkeeping Resource drop down menu below.

Keeping Official Records

This Fact Sheet provides information about the legal rules non-profits must follow for keeping official records.

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Member Records

This Fact Sheet provides information about the legal rules non-profits must follow for keeping official records about its members.

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Member Meeting Records

This Fact Sheet provides information about the legal rules non-profits must follow for keeping official records about its member meetings.

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Financial Records

This Fact Sheet provides information about the legal rules non-profits must follow for keeping official records about its finances.

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Director Records

This Fact Sheet provides information about the legal rules non-profits must follow for keeping official records about its directors.

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Recordkeeping

Fact Sheets

Keeping Official Records

Member Records

Member Meeting Records

Financial Records

Director Records

Pacific Legal Education & Outreach Society (PLEO)

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