RRS_Series: Planned Gifts

Activity
IV.11. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Fundraising and Development
Series Name
Planned Gifts
Series ID
411-30-120
Description

Document potential or realized private, corporate, or public agency funding to the institution, including endowments and trusts.  

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

  • award guidelines;  
  • letters and agreements of gifts;  
  • copies of bequest instruments and wills from individuals or estates;  
  • financial statements and reports, including records of fund disbursements; and 
  • related documentation and correspondence. 
Retention and Disposal Instructions

(a) Retain in perpetuity. 

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.