Gift Income Records or Donor Files

This series documents potential or realized private, corporate, or public agency funding to the institution, including endowments, gifts, donor records and trusts. This series may include but is not limited to: award guidelines; letters and agreements of gifts; amounts of donations received; names of donors; conditions placed on donations; copies of bequest instruments and wills from individuals or estates; gift / pledge transmittal forms; solicitation material; acknowledgement letters; copies of checks or securities documents; financial statements and reports, including records of fund disbursements; and related documentation and correspondence.

Identification

Record Series Item Number: 
10.1
Retention Policy Number: 
694
Series: 
10.1 - Advancement and Donor Records

Retention Period

Total Retention: 
PM

Characteristics

Archival: 
I-Transfer to University Archives
Final Repository: 
ADVANCEMENT
Vital: 
X

Status

Last Update: 
4-Mar-14