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GCIR-0500 Gifts: Agreements

Description

Consists of agreements between donors and UOIT to provide gifts and any instruction on use of funds. Gift agreements may include terms to be tracked and enforced including payment plans, use of funds, naming rights or others.

Retention Trigger

End of agreement and all survival clauses

Retention

Paper: Trigger + 7 years

Image: 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

Executed gift agreements

Retention Rationale

 

Personal Information

Yes

Vital Record

Yes

Protection

Medium