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

31 - 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.
Total Retention 30 years
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
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 Wednesday, May 22 2024