Record Retention Policy (Sample)
The Record Retention Policy (sample for churches) is available free below to download, customize and print for your church administrative office, Human Resources Dept...
What is record retention?
Record retention is a system that allows you to automatically determine what should be done with particular records and/or documents at a certain point of time.
Feel free to use the sample policy below as a guide to create a policy specific to your church so your employees and/or volunteers will have a policy to adhere to when questioning how long to keep documents and/or records in the church.
The sample policy below for record retention includes:
- What is record retention? - Record retention is a system that allows you to automatically determine what should be done with particular records and/or documents at a certain point of time.
- Policy - The corporate records of [Insert Church Name] (hereafter the “church”) are important assets. Corporate records include essentially all documents you produce as an employee and/or volunteer, whether paper or electronic. A record may be as obvious as a memorandum, an email or a contract or something not as obvious, such as a computerized desk calendar, an appointment book or an expense record. (See policy below for more information on the policy.)
- Procedure -
Occasionally,
the church establishes retention or destruction policies or schedules for
specific categories or records in order to ensure legal compliance and also to
accomplish other objectives, such as preserving intellectual property and cost
management. Several categories of documents that bear special consideration are
identified below. While minimum retention periods are suggested, the retention
of the documents identified below and of documents not included in the
identified categories should be determined primarily by the application of the
general guidelines affecting document retention identified above, as well as
any other pertinent factors.
1. Tax
Records – Tax records include, but may not be limited to,
documents concerning payroll, expenses, proof of deductions, business costs,
accounting procedures, and other documents concerning the church’s revenues.
Tax records should be retained for at least six years from the date of filing
the applicable forms.
(See policy below for more information on the procedure.)
- Statement - Failure to comply with this Record Retention Policy may result in punitive action against the employee and/or volunteer, including suspension or termination. Questions about this policy should be referred to Church Executive Pastor/Board/Church Attorney [Insert Contact Phone Number and Email], who is in charge of administering, enforcing and updating this policy.
- Signatures & Date - Employee/Volunteer and Witness's Signature & Date
- Approved and Date
Record Retention Policy (Sample)
You can get Adobe Reader free here (a new window will open so you can download it without leaving this page).
If you want to open the file in your browser window, just click on one of the links above. However, if you want to download the file to view later, then right-click on the link and choose "Save Target As" or "Save File As". Then select where you want to save the file on your hard drive.
If you would like to receive access to the FreeChurchForms.com Table of Contents that has all the free church forms, certificates, flyers, brochures, letters, games and more that are listed in alphabetical order by category with links leading to the page to immediately download just simply sign up for my free monthly newsletter below. You will also receive access to my free 14 Page eBook - "Top Ten Tips on How to Organize Your Office" as a Thank You Gift for signing up. Enjoy! :)
Note: These sample forms are meant to serve as example forms and should not be construed as legal documents. Please contact a legal professional for legal language for your specific organization.
Free eBook - "Top 10 Tips on How to Organize Your Office"
when you...
Subscribe to "The Form Gallery"
FreeChurchForms.com Monthly Newsletter (Free)
**The information above will be secure and your privacy will be maintained.** Click here to read and accept the FreeChurchForms.com Privacy Policy (GDPR Update).
Please feel free to contact me if you have any questions.
You might like these
Baby Dedication Policy
The Baby Dedication Policy is available free to download, customize and print for your church administrative office, etc.
Youth Activities Fund Policy
Youth Activities Fund Policy (Sample) available free to download, customize and print for your church youth group and administrative office. Also, many more policies and procedures...
Ordination Policy and Procedure
Ordination Policy and Procedure (Sample) for ministers is available free to download, customize and print for your church administrative office...
Return to Church Policy Manual from Record Retention Policy.
Collection of all the Church Forms, Flyers, Certificates...(1,000+) on FreeChurchForms.com available on CD or Instant Download - each form available in Microsoft Office Word editable format. Plus 5 Free Bonuses!
The Church Forms CD is Convenient and Saves Time
Need an Affordable, User Friendly Church Membership Database? Shepherdbase Could Be Just What You Have Been Looking For...Available on CD or Instant Download.
- User Friendly
- Tracks Memberships, Contributions, Attendance, Etc.
- Instant Access to Church Directory, Contributions, Attendance, Etc.
Need an Affordable, User Friendly Event/Sermon Tracking Database? Pastoral Recordbase Could Be Just What You Have Been Looking For. Available on CD or Instant Download.
- User Friendly
- Tracks Events (Baptisms, funerals, etc.)
- Tracks Sermons (Pastor's or minister's sermons)
- Tracks Phone Numbers (Pastor's phone book)
- Tracks Church Info (Name, address, etc.)
Special Offer!
(Shepherdbase CD & Church Forms CD with 1,000+ forms, flyers...along with Free Bonuses) - Also Instant Download Available!
(Shepherdbase CD, Church Forms CD with 1,000+ forms... & Pastoral Recordbase CD along with Free Bonuses) - Also Instant Download Available!
All-In-One
Powerful Church Software
Are you tired of trying to manage your church from several different systems and spreadsheets?
You need Aplos.
Cloud-based software to handle your accounting, people, and giving from one platform.
Church Finances Accounting Book
Are you stressed about your church accounting? If yes, then you need this accounting book!
Visitor Testimonials
*Disclaimer
*Terressa! I received the discs today!! A few years back I was at a small church that used your software and it was perfect for their volunteers to use. The church I am at now has 2 volunteer secretaries and one found your product and I gushed!!! Her first request is a directory so this will be perfect. God Bless you for creating such a great system (Shepherdbase). Regards - Tonya - OK - U.S.
*Disclaimer
*This is the 1st time I've visited your website and I just wanted to say "thank you". I go to a very small Christian Church and thanks to you, the forms you have for a children's ministry will keep me from having to "reinvent the wheel" and I am very grateful to you. We are a very small church (about 40 regular attendees) and 90% of those are over 65. We just had a young couple offer to help us get a Youth Group. Thanks to you, we won't have to do to much to get this off and running for the holiday season. Thanks again! - Kentucky - U.S.
*Disclaimer
*I do the tithes at the end of the year for a very small outreach in the city of Detroit. They had been paying thousands of dollars every several years trying to keep a database of their donors.
I searched last year for something less costly for them and came across your database (Shepherdbase). It is a blessing and so appreciated. Thank you for all your hard work and thank you for Giving To The Lord. Peacemakers Int. in Detroit on Chene street is another ministry you have blessed. - Charlene - U.S. *Disclaimer
*This website has been very useful for my ministries with Hospice, the Hospital and Human Services. I recommend this website to any church, ministry or agency that is supporting or ministering to people. God Bless You - Chaplain Dave - U.S. *Disclaimer
*Just wanted to let you know how helpful your resources are. We are a small church and have missed out on doing a lot of things. We ordered your Church Forms on CD and are just pleased. Keep up the good work of providing resources for Churches. - Lillian - U.S. *Disclaimer
*I am a minister of the Gospel of our Lord and Savior Jesus Christ and have been tremendously blessed to access you and pray that God the Almighty favor you in what you do. You have enabled me to access ready-designed church documents. Thanks and God Bless You Terressa. - Bro. Mike - Kenya, Africa *Disclaimer
*Thank You! You're heart for giving free resources and making things so affordable is truly a blessing. My Pastor always says: "What you make happen for someone else, God will make happen for you!" May God richly bless you and your ministry to us and so many others, enlarge your territory and bring financial blessings with good measure, pressed down, shaken together and running over!!! 10,000 Blessings! Leeanna - U.S. *Disclaimer
*Thanks for making this site available. I took over as secretary of our small church a few months ago, and I am having to create a lot of forms. This site is a blessing! - Vicki - U.S. *Disclaimer
*After years of frustration and being overcharged for Church Management software, I came across "Shepherbase" and all my problems were solved. *Disclaimer
This database:
- 1. Tracks members and visitors
- 2. Tracks contributions
- 3. Organizes by both individual AND family
- 4. Creates professional letters, relevant to church ministry
- 5. Is easy to use
- 6. Costs a mere fraction of other databases offering similar features. *Disclaimer
- 7. So much more.
I am very thankful for this product and I recommend it to anybody wanting to exit the cost and complexity rat race of Church databases.
Thank you Shepherdbase!
Brandt *Disclaimer
Anchorage, Alaska
Does your church use QuickBooks? If yes, then the "QuickBooks for Churches and Other Religious Organizations" by Lisa London, CPA eBook below is a must for you!
Lisa will
walk you through QuickBooks from start to finish, complete with
examples, terminology, and everything a busy church administrator or
bookkeeper needs to know. For more information just click the link above!
Check out FreeChurchForms.com on Your Mobile!
