03 - FINANCIAL RESOURCES / FUNDING

03.02

Fundraising campaigns – Electronic records

Data used in managing fundraising campaigns: donors, fundraisers, donations, pledges, accounting transactions, etc.

Copy

Unit

Active

Semi-active

Inactive

primary [ c ]

unit responsible

X¹

5 years

D²

N o t e s :                                                                                 ( D = Destruction R = Retention )

1. Retention: 2 years following the last donation entry or as long as data may be used in subsequent fundraising campaigns (for example, according to intervals between class anniversaries/reunions).
2. Destruction: Research value ensured by retention of the following records on paper: records documenting the organization and operation of fundraising campaigns, reports showing results obtained and donor lists (see schedule 03.03).

[   ] = medium --->a = paper b = microfilm c = electronic  d = audio-visual e = other

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Updated: 14/3/02