| Activity | OP1400 Advancement Services |
| Records Series | 34 - Gift Services |
| OPR | Gift Services |
| Description | Records consists of charitable receipts and letters, Gift Services Remittal Forms, gift tickets, communications with donors and other gift source documents. |
| Retention Trigger | CY |
| Total Retention | 9 years |
| Final Action | D |
| Disposition Plan | |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | PIB |
| 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 Thursday, Nov 21 2024