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Crisis Centre

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