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Build · Month 3
Document & Record Setup
The corporate record book the state and IRS expect.
Overview
A nonprofit has to keep a record book — the minutes, resolutions, and policies that prove the board actually governed. This module covers what belongs in your corporate record book, how to keep meeting minutes that protect the board, the policies the IRS expects to see (conflict of interest, document retention, whistleblower), and how to store records to meet state retention requirements.
What you'll be able to do
- Maintain a corporate record book the IRS will accept
- Write board minutes that protect directors from liability
- Adopt the three policies the IRS Form 1023 asks about
- Meet state document retention requirements
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