Oct 2, 2020 10:15 am
ActivityOP1200 University Development
Records Series

30 - Giving Programs

OPRCentral and Department Development
DescriptionRecords documenting the planning and administration of the giving programs and fundraising campaigns, such as annual giving, direct mail, telefundraising, commemorative giving, special giving initiatives, class and departmental giving programs. Records include appeal letters, case for support, donor information for solicitation, statement of intent, interview transcripts, telefundraising scripts, appeal program files, analysis reports.
Retention TriggerFY
Total Retention 5 years
Final ActionDP/AR
Disposition PlanSelected material to be transferred to the Archives according to internal policies agreed upon by both Advancement and Archives. The rest of the records to be reviewed for destruction annually.
Retention Rationale
Retention based on anticipated operational use.
PIBNo
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.



GLOSSARY

  • 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 Wednesday, May 22 2024