RRS13 Fundraising
Higher Education Institutions: Record Retention Schedule (RRS)
D External Relations
13 Fundraising
13.1 Fundraising Strategy Development
13.2 Fundraising Planning
13.3 Fundraising Performance Management
13.4 Fundraising Policy Development
13.5 Fundraising Procedures Development
13.6 Fundraising Campaign Management
13.1 Fundraising Strategy Development
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records documenting the development and establishment of the institution's fundraising strategy. |
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Superseded + 5 years |
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NA |
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Review for archival value |
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13.2 Fundraising Planning
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records documenting the formulation of plans for the implementation of the institution's fundraising strategy. |
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Superseded + 5 years |
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NA |
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Review for archival value |
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13.3 Fundraising Performance Management
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records containing data on, and analyses of, performance against the plans for the implementation of the institution's fundraising strategy. |
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Current year + 1 year |
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NA |
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|
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Records containing reports of performance against the plans for the implementation of the institution's fundraising strategy. |
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Current year + 5 years |
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NA |
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Review for archival value |
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Records documenting the conduct and results of audits and reviews of the fundraising function, and responses to the results. |
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Current year + 5 years |
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NA |
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Review for archival value |
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13.4 Fundraising Policy Development
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records documenting the development and establishment of the institution's fundraising policies. |
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Superseded + 5 years |
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NA |
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Review for archival value |
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13.5 Fundraising Procedures Development
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records documenting the development of the institution's fundraising procedures. |
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Superseded + 3 years |
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NA |
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|
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13.6 Fundraising Campaign Management
Reference |
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Description |
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Retention Period |
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Citation |
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Notes |
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Records documenting the design, conduct and summary results of fundraising campaigns. |
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Last action on campaign + 5 years |
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NA |
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Review for archival value |
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Records containing details of individual responses to fundraising campaigns. |
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Completion of analysis of data |
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NA |
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Retention must comply with the provisions of 1998 c.29 |
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