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

35 - Gift-In-Kind

OPRGift Services
DescriptionRecords consist of department declaration forms, donor declaration form, property value declaration and appraisal documents, gift-in-kind forms and documentation pertaining to disposition of assets.
Retention TriggerGift disposed of or no longer exists.
Total Retention 7 years
Final ActionAR
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, Jul 18 2024