This Board Confidentiality Policy template is intended to help your organization communicate to the Board of Directors the importance of non-disclosure and proper use of a nonprofit organization’s sensitive information. This template includes basic essential provisions such as the definition of “Confidential Information” (with common exceptions), and provisions for the use, safeguarding, and return of documents containing Confidential Information.

This Document Retention and Destruction Policy template is intended to help your nonprofit organization ensure compliance with the Sarbanes-Oxley Act and other applicable record-keeping laws, and to avoid inadvertent destruction of important organizational records. Unlike many other document retention and destruction policies (sometimes called “record retention policies”) that specify difficult-to-track holding periods (3 years, 7 years, 10 years, etc.) for specific categories of documents, this template uses a more flexible approach that aims to minimize administrative and operational burdens while addressing key compliance issues.