Queen's University Archives

Queen's University
Search Type

Queen's University


site header
ActivityOP1200 University Development
Records Series31 - Planned Gifts
OPRGift Planning
DescriptionRecords consists of donor files related to planned gifts, including bequests, trusts, life insurance, annuities, registered retirement funds and other properties.
Retention TriggerFile closed.
Total Retention (years)30
Final ActionDP/AR
Disposition PlanSelected material to be transferred to the Archives according to internal policies agreed upon by both Advancement and Archives. Identifiable information about donor in anonymous planned gift files to be redacted before the transfer. The rest of the records to be destroyed.
Retention Rationale
Vital Records

This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.


  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank

Printed on Thursday, Sep 16 2021