Peer Community Pop-Up: Data Retention Policies
April 22, 2026
12:00 PM - 1:00 PM Eastern Time
How long should your organization keep data—and when should it be deleted?
As grantmaking organizations collect more information, clear data retention policies are essential for managing risk, protecting privacy, and maintaining useful, high-quality datasets.
TAG members are invited to explore the purpose of data retention policies and discuss how organizations are implementing guidelines that balance compliance, operational needs, and responsible data stewardship. This “Peer Community Pop-Up” will offer an open space to exchange resources, tools, and lessons learned.
We’ll discuss how to determine what data is essential, navigate legal and ethical considerations, and coordinate across departments—and share practical examples of how organizations approach retention schedules and documentation.
Key Takeaways Include:
Share current practices and challenges related to data retention.
Identify considerations for determining retention timelines.
Exchange practical ideas for documenting and managing data retention.
Who Should Attend:
Data, evaluation, and learning staff responsible for managing organizational data.
Grants management or operations staff handling records and reporting.
Technology and systems staff overseeing databases or data governance.
Guest Presenters:
- Charlotte Fox, Senior Manager, Data & Innovation, Vancouver Foundation
This session will be facilitated by Gozi Egbuonu, Director of Programs at TAG.
Event Details
Wednesday, April 22 at 12 PM ET / 9 AM PT via Zoom