Communications and Public Relations
Records relating to enhancing the reputation of York University, developing effective external and internal relations, disseminating information and expanding resources.
CPR42
Donors and Potential Donors - Case Files
Consists of records relating to information about donors and potential donors, their activities and their relationship with the university. Records may include demographic and current contact information, relationship management, news items, amount of pledge/donation, copies of SCARSA approval, gift agreements, gift-in-kind documentation, pledge cards, credit card receipts, copies of tax receipts and correspondence.
Office of Primary Responsibility
Alumni and Advancement Services
Retention
Permanent
Disposition
n/a
Other Copies
Retention
Until operational use ceases
Disposition
Destroy
See Also
Retention Rationale
Retention based on current operational practice.
Filing Guidelines
Deposit a signed copy of any financial agreement or debenture with a value over $100,000, a term of 5 years or more when worth over $50,000, that is university wide when worth over $50,000, or that is complex when worth over $50,000 with the University Secretariat. Pledge cards, copies of tax receipts and credit card receipts may be destroyed 7 years after last action.
Approved by University Secretary and General Counsel on 2008-06-20