Endowment and Trust Fund Agreements

Records that document how monies are to be used in accordance to the endowment or trust fund. File may include the agreements, correspondence, and other related records.

Category

Alumni and Public Relations

Maintainer

Development and Alumni Relations

Retention Period

Retain for seven years after termination of contract then dispose of.

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