CF Board Relations and Governance Exchange

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Non Fund-Related Memo/Resolution Storage

  • 1.  Non Fund-Related Memo/Resolution Storage

    Posted 27 days ago

    Hi everyone! A physical copy of memos and resolutions relating to a fund are filed in a fund file, in addition to them being online. For memos and resolutions not relating to a fund (about property, scholarships, etc.), do you store a physical copy, and if so, where? Is it required? Any advice or best practices that you can share would be greatly appreciated. Thanks!



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    Luke Hoffman
    Executive Coordinator
    The Winston-Salem Foundation
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