Universe of Information
Stored in this Portal
Portal Library of
Guide Topics
- Personal and professional goals achievement
- Improved personal leadership, including work / life balance
- Increased accountability and focus
- Improved self-awareness and perspective
- Growth in leadership competency and capacity
- Better systems for priority management
Documents
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Bylaws-and-Articles-of-Separation-–-Key-Similarities-and-Differences.
When starting a nonprofit, founders must be careful that their excitement for the organization’s work does not overshadow careful attention to legal requirements. Two of the most important legal documents, a nonprofit’s articles of incorporation and its bylaws, overlap in a few key instances yet are also quite distinct. Learn about the similarities and differences to ensure your organization is starting off on the right foot
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. Essential-Documents
The core documents to maintain a nonprofit organization. Listed by: 1) IRS public documents; 2) branding-unique positioning statements; 3) governing documents; and 4) operating manuals. Be sure to rely on legal and accounting professionals for help.
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Hierarchy of Documents
A guide to the origin, purpose and application of seven governing documents for exempt organizations in the USA; listed in order of hierarchy. [Be sure to rely on authorities for counsel, including the IRS, the state Division of Corporations, legal, accounting and insurance professionals.]
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Record Retention Guide
You can't take everything with you, but the following are suggestions about how long you should keep business and personal records on file:
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Hierarchy of Documents
A guide to the origin, purpose and application of seven governing documents for exempt organizations in the USA; listed in order of hierarchy. [Be sure to rely on authorities for counsel, including the IRS, the state Division of Corporations, legal, accounting and insurance professionals.]
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Record Retention
The Sarbanes-Oxley Act addresses the destruction of business records and documents and turns intentional document destruction into a process that must be carefully monitored. Nonprofit organizations should have a written, mandatory document retention and periodic destruction policy. Policies such as this will eliminate accidental or innocent destruction. In addition, it is important for administrative personnel to know the length of time records should be retained to be in compliance.