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Crisis Centre

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