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GCIR-0420 Donors: Actions

Description

 Consists of records relating to communications and interactions with individual donors and potential donors including background activity before meetings and copies of personal correspondence.

Retention Trigger

  

Retention

 Permanent

Responsible Unit(s)

 External Relations

Source

  

Records System

 Raiser's Edge; Shared Drive

Citations

 Freedom of Information and Protection of Privacy Act, RSO 1990, c F.31 s.40

Record Authority

 VP External Relations

Disposition

 Secure destruction

Records Arising from Activity
  • Events tab in Raiser’s edge
  • Record of communications
  • Record of gifts made by donor
  • Personal correspondence

Retention Rationale

 Donor information may remain useful for long period of time and donors have expectation that the relationship will be remembered over time. Alignment with practices of other institutions.

Personal Information

 Yes

Vital Record

 Yes

Protection

 High; Long term retention