How should a nonprofit organization set up its filing system?

Nonprofits have specific filing needs: board minutes, donor records, grant files, financial records, program documentation, and IRS correspondence — all with different retention requirements. Best practice is to organize by category rather than date: one section for governance (board minutes, bylaws, 501(c)(3) determination), one for financials, one for active grants (organized by funder/year), one for donor records (often best kept digital for privacy), and one for HR/personnel records in a separate locked cabinet. Grant files are critical — maintain all correspondence, reports, and financial documentation for each grant through the retention period required by the funder. FindOfficeFurniture.com — call 888-719-4960 to set up your office.