Children’s Museum Tucson File Retention Policy

Tax Returns are saved for perpetuity.

Financial Documents are to be saved for 7 years and destroyed properly (shredded) after the 7th year.

HR Documents are saved for 7 years and destroyed properly (shredded) after the 7th year.

Documents regarding grant or donation proceeds are stored for 7 years and destroyed (shredded) properly 7 years after receipt of funds.

Volunteer paperwork is stored for 3 years and disposed (shredded) of properly after 3 years. Volunteer hours worked are held electronically for 7 years.

Board Member files are saved for the life of their tenure and for 3 years after they have served.

Files for Marketing are not confidential and therefore don’t have a retention policy.

Each individual department creates documents for use to facilitate their assignments. These documents are saved by them for the purposes of reuse;
nothing they have is confidential or based on any particular guest or member.