GCIR-0430 Donors: Gift History

Description	Consists of records of gifts made by the donor over time including pledges, payment plan, receipts and balance.
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	Record of gifts made by donor Pledge Payment Plan Receipt Balance
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