Development and Endowment Management Fee Records

Records that document the revenue earned quarterly on gift accounts and fees charged by the university's development office. Information may includes dates, gift account amounts and identification numbers, earnings, account responsible for payment, fee amount, and other related records.

Category

Finance

Maintainer

Finance Division

Retention Period

Retain for current year plus seven years then dispose of.

Citation

O.C.G.A. 9-3-24

Disposition Instructions

Confidential destruction is required. Paper must be shredded, pulped, or incinerated; electronic records must be overwritten or the storage media physically destroyed. Deletion of information in computer files or on electronic storage media is not sufficient.

Last Updated: December 31, 2008