Oct 2, 2020 10:15 am
ActivityOP1400 Advancement Services
Records Series

32 - Alumnus/Alumna/Donor Profile

OPRAdvancement Services
DescriptionRecords consist of information collected about alumni and donors, such as Queen's connections, giving information, Queen's involvement, career history and synopsis, community activity, biographical information, and research notes.
Retention TriggerIndividual alumnus/alumna/donor deceased.
Total Retention 30 years
Final ActionDP/AR
Disposition PlanThe following information in an alumnus/alumna/donor profile to be transferred to the Archives: biographical information, education, family members with Queen's connections, Queen's involvement, career history and synopsis, community activity, total dollar amount of lifetime giving.
Retention Rationale

Freedom of Information and Protection of Privacy Act (R.S.O. 1990, c. F.31) s.2 (2)

Personal information does not include information about an individual who has been dead for more than thirty years.

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
  • CO = Continuous OVerwrite
  • 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, Jul 18 2024