Records Retention Guidelines

The list has been gathered from several different sources:  The Presbyterian Historical Society, The Church Treasurers Alert! Newsletter, and the Business Record Retention Schedule from Yeo & Yeo, P.C., CPAs.  If there was a difference between sources of how long a particular record should be retained the longer period was used in this list.  The list is a suggestion and in no way, shape or form meant to be legal advice.  You will need to use your own judgment and legal counsel in any matters that are not certain. 

Records Retention Guidelines