Skip to main content

Document Retention & Security
Policy Generator

A Step Ahead Media, DBA All In One Nonprofit  |  allinonenonprofit.com

Included with your All In One Nonprofit subscription. Generate customized policies for your nonprofit in under an hour.
Sign In
Create Account
or use your email
Administrator Access
View User Guide

Policy Library

Generate, customize, and export the policies your nonprofit needs.

Core Policies

Implementation

All In One Nonprofit provides this generator as educational content. Generated policies are starting templates, review with a qualified attorney before adopting, particularly if your nonprofit handles sensitive data (PHI, children's information, financial information). All In One Nonprofit is not a law firm.

© All In One Nonprofit · allinonenonprofit.com

🏢 Settings

Your organization details and document branding, used across generated policies and documents.

← Back to Overview
← Back to Overview

Policy

Adjust the inputs on the left to preview your customized policy.

✨ AI Automations

Let AI draft adoption-ready technology and AI policies from a few answers. You review and edit everything before it goes anywhere.

← Back to Overview

⏱ Document Retention Schedule

How long to keep each kind of record. These are general nonprofit best-practice periods; change any of them to match your own state and local rules. The Document Library uses this schedule to suggest a keep-until date whenever a file is uploaded.

Guidance only, not legal advice. Retention requirements vary by federal, state, and local law and by record type, and some are legal minimums. Confirm with your attorney or accountant before disposing of records, and never dispose of anything involved in an audit, claim, or investigation.

← Back to Overview

Implementation Checklist

30–60 day rollout plan. Check items off as you complete them, progress saves automatically.

🔐 Admin Panel

Manage user accounts and reset application data.

User Accounts

Danger Zone

Clear all generator data, org profile, generated policies, checklist progress. Cannot be undone.