Students Faculty & Staff Parents Alumni


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