RRS_Series: Engagement

Activity
IV.11. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Fundraising and Development
Series Name
Engagement
Series ID
411-40-120
Description

Document active participation in activities by alumni, friends and donors that strengthen their relationship to the institution and support the University of Oregon’s mission. This includes volunteering, experiential activities, philanthropy and interactive communication.  
These records found in all media (paper, digital, or other) may include but are not limited to: 

  • volunteering data, for example, service on boards, with student recruitment, as mentors, event hosts, or connectors; 
  • experiential data, for example, event attendance and participation, service on reunion committees and as ambassadors for the university; 
  • philanthropic data, for example, financial and in-kind gifts, planned and campaign giving; 
  • interactive communications data, for example, on-line submissions and survey participation; 
  • other related documentation and correspondence, including e-mail.  
Retention and Disposal Instructions

(a) units holding engagement records should transfer these to University Advancement; 

(b) individual benefactors and prospective donors' information, relationship, activity and engagement data related to the UO, permanent; 

(c) all other records; 10 years, unless administrative need persists, purge.  

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.