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
Final Repository
ADVANCEMENT
Vital
Yes
Status
Last Update
10/15/21 11:53
GUID
UNTRRS-1068