Iwasaki Library
Records Retention & Disposition Schedule: Development and Alumni
List of Schedules
| Schedule Number | Records Series |
| 610 | Alumni Records |
| 620 | Gift Records |
| 630 | Planned Gifts (Trusts, Life Income, Agreements, Annuities) and Real Estate |
Warning
If your department or office receives a notice of a Records Preservation/Hold Order you must comply with the instructions from General Counsel’s office. A Records Preservation/Hold Order is an internal procedure to ensure that certain information is preserved which may be needed for reasonably anticipated or actual government investigation, audit, or litigation. A Records Preservation/Hold Order temporarily sets aside the retention period stated in the Records Retention and Disposition Schedule, and suspends destruction for the affected records until the Records Preservation/Hold Order is released.
Alumni Records
Records kept by the Office of Alumni Relations on alumni post-graduate activities and careers.
| Record Holder | Retention Period | Disposition | |
| Official Record | Development | Permanent | Transfer to Archives |
| Duplicate Record (reference copy) | All other offices | Destroy when no longer needed | Confidential Destruction |
Gift Records
Any records related to gifts given to the college, monetary or otherwise.
| Record Holder | Retention Period | Disposition | |
| Official Record | Development | Permanent | Transfer to Archives |
| Duplicate Record (reference copy) | All other offices | Destroy when no longer needed | Confidential Destruction |
Planned Gifts & Real Estate Gifts
Any records related to planned gifts such as trusts, life incomes, agreements, annuities, and real property.
| Record Holder | Retention Period | Disposition | |
| Official Record | Development | Permanent | Transfer to Archives |
| Duplicate Record (reference copy) | All other offices | Destroy when no longer needed | Confidential Destruction |
