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

34 - Gift Services

OPRGift Services
DescriptionRecords consists of charitable receipts and letters, Gift Services Remittal Forms, gift tickets, communications with donors and other gift source documents.
Retention TriggerCY
Total Retention 9 years
Final ActionD
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
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, Jun 20 2024