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.
Retain for current year plus seven years then dispose of.
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