Templates and checklists
Good documents start with good structure. These templates and checklists are the starting points we wish every advancement and records team had on hand: practical, plain, and free to use however you like. No form to fill out to read them.
They are also a preview of how PaperlessZen™ thinks about documents. A gift agreement is a set of obligations. A board minute is a record. A retention schedule is a policy that has to be enforced, not just written. The templates make that structure visible, and PaperlessZen is what keeps it findable and tracked once the documents are signed.
Agreements and records
Governance and review
- Records retention schedule template
- Donor file audit checklist
- Legal hold checklist
- Dataverse storage audit checklist
Going paperless
A note on these
These templates are practical starting points, not legal advice. Agreements that create real obligations should be reviewed by your own counsel before you use them. Think of these as a well-organized first draft, not a substitute for the judgment your institution and its lawyers bring.
Want the documents you build from these to stay findable and their obligations tracked once they are signed? That is exactly what PaperlessZen does. Book a demo and see it on your own files.