Queen's University Archives

Queen's University
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Queen's University

ARCHIVES

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.
Active (years)2
Semi-Active (years)28
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
PIBPIB
Vital Records

This schedule applies to official records. 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.

University Records exist in both physical and electronic formats, such as paper, email or data in a database. Paper records may or may not contain information that is duplicated in an electronic system. For technical reasons the retention assigned to the electronic records may be different from the retention of physical records. If there are differences, see instructions in this schedule for details.



GLOSSARY

  • 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 Monday, Feb 18 2019