|
Records
relating to the organization and operation of fundraising campaigns:
recruitment of fundraisers, donor lists, financial reports, accounting
records relating to donations (lists of charitable receipts, lists of
direct debits, lists of deductions at source, etc.). |
|
N o t e s
:
( D =
Destruction R =
Retention )
1 Retention: 2 years following the last donation entered or as long
as the records may be used in future fundraising campaigns (for example,
according to intervals between class anniversaries/reunions).
2 Archives selection: Retention of summary records documenting
the organization and operation of fundraising campaigns, reports showing
results obtained and donor lists. Destruction of support documents:
recruitment of fundraisers, lists of accounting reports, etc.
3 Retention: Until the end of the fundraising campaign. |
