Retaining Records

Our Commitment to MembersBelow is a list outlining how long clubs should keep financial and administrative records. Depending on your club's needs, you may add items to this list. Your club should have a procedure in place to pass records from one administration to the next. Be sure to include a review of these records as part of your club's audit.

Governance and Charter Records: Permanently


(Includes Articles of Incorporation and Bylaws, Club Constitution, Club Procedures and Standing Rules, charter papers, etc.)

Legal and Controversial Correspondence: Permanently

Minute Books and Membership Rosters: Permanently

Financial Records: 7 years (Includes internal audit reports, bank statements, cancelled checks, receipts and disbursements, etc.)

Administrative Records: 3-4 years (Includes routine correspondence, internal reports, etc.)

 

Back to previous page

 

Quick Links

Tips for Success

Enjoy helpful resources that will aid you in improving your communication and help you build leadership skills.

View tips

Hybrid Meeting Tips

Learn how to run a successful hybrid meeting.

Get tips

A Roaring Replay!

Did you miss any or all of the milestone celebration? Experience this dazzling event On Demand.

Buy now at: toastmasters.org/OnDemand

Connect With Us

Follow us on Facebook, X, LinkedIn, Instagram, TikTok, and YouTube for exciting updates, inspiration, and more.

Connect