RRS_Series: Fundraising

Activity
IV.11. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Fundraising and Development
Series Name
Fundraising
Series ID
411-30-110
Description

Document the university's efforts to generate financial support for its programs and facilities.   

These records found in all media (paper, digital, or other) may include but are not limited to:  

  • campaign and event planning and arrangement records;  
  • gift history reports;  
  • individual benefactors and prospective donors' information;  
  • relationship, activity and engagement data related to the UO;  
  • public relations material;  
  • related documentation of interactions and correspondence, including e-mail.  
Retention and Disposal Instructions

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

(b) campaign and event planning, 3 years, unless administrate need persists, purge;  

(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.  

Custodian
University Advancement
Citations
ORS 128.846
OAR Predecessors
OAR 166-475-0080 (1) Annual Fund Drive Records
Related Series
411-40-105: Advocacy
411-40-110: Alumni
411-40-120: Engagement
411-20-110: Lobbying
411-30-120: Planned Gifts
511-30-105: Volunteers, Courtesy, Campus Associates, and other Unpaid Appointments