Thanks for kicking this off and good to see some activity on the forum! 🙂
I’ll look into the attaching of documents. If this is possible we could make these sticky so they remain at the top of the topic for future reference.
I saw that in the fundraising pdf there is mention of the template name ‘ABC Nonprofit’. Some of the clauses in the Document Retention and Destruction Policy aren’t applicable to us (e.g. on membership docs as we do not have membership application forms). So yes, fully agree with doing a quick review! 🙂