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Retention/destruction of chapter materials policy

Here are guidelines about how long to retain certain chapter documents and records:

Keep the following documents and records for seven years (current year plus past six years):
- Chapter bank statements, canceled checks, and withdrawal and deposit slips.
- Chapter interest statements from all checking, savings or CD accounts.
- All Chapter expense receipts.
- All chapter activity receipts that are sent to the chapter leadership board.
- Chapter meeting minutes. For now, file paper copies of the chapter meeting minutes in the Chapter Leader Materials binder. Later this year, you will be able to enter chapter meeting minutes online, thus eliminating the need for chapters to retain paper copies.
Retain your Chapter Charter permanently.
Because the Chapter Annual Financial Report is reported via the Fraternal online system, the chapter does not need to retain paper copies of this document.

Consider confidentiality as you destroy chapter materials and records. If records contain confidential information, you should shred, tear or burn these records when disposing of them.

This is proprietary information that is solely for use by employees, volunteers, and agents of Thrivent Financial for Lutherans in connection with fraternal activities of Thrivent Financial for Lutherans.

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This document was last updated on Monday, August 7, 2006 at 11:25 AM