Records documenting requests Retain last action on Do not transfer from alumni associations for request + 1 year financial or support, the internal handling of these requests and the responses provided. Records documenting the Retain for current financial Do not transfer administration of financial and other year +1 year support to alumni organisations. Records documenting requests for Retain from last action on Do not transfer contact details for alumni, action request + 1 year taken and the responses provided. Fundraising The function of soliciting funds directly from organisations and individuals, and of managing relationships with donors. RECORDS ACTION TO BE IN ACTION IN DEPARTMENT/FACULTY ARCHIVES (PAPER RECORDS) Records documenting the Retain until superseded + Do not transfer development and establishment of 5 years the institution's fundraising strategy and policies: key records. Records documenting the Retain from issue of Do not transfer development and establishment of strategy, policy or the institution's fundraising strategy, procedure + 1 year policies and procedures: working papers. Master copies of procedures Retain until superseded + Do not transfer relating to fundraising. 3 years Records documenting the design, Retain from last action on Do not transfer conduct and summary results of campaign + 5 years fundraising campaigns. Records containing details of Retain until completion of Do not transfer individual responses to fundraising analysis of data campaigns. Records documenting the handling Retain from last action on Do not transfer of enquiries about making enquiry + 1 year donations to the institution. Records documenting donations to Retain for current calendar Do not transfer the institution. year + 5 years Student Relations Management The function of managing the University's relationship with its student body. RECORDS ACTION TO BE TAKEN ACTION IN IN ARCHIVES DEPARTMENT/FACULTY (PAPER RECORDS)
Records documenting requests from alumni associations for financial or support, the internal handling of these requests and the responses provided. Retain last action on request + 1 year Do not transfer Records documenting the administration of financial and other support to alumni organisations. Retain for current financial year +1 year Do not transfer Records documenting requests for contact details for alumni, action taken and the responses provided. Retain from last action on request + 1 year Do not transfer Fundraising The function of soliciting funds directly from organisations and individuals, and of managing relationships with donors. RECORDS ACTION TO BE IN DEPARTMENT/FACULTY ACTION IN ARCHIVES (PAPER RECORDS) Records documenting the development and establishment of the institution's fundraising strategy and policies: key records. Retain until superseded + 5 years Do not transfer Records documenting the development and establishment of the institution's fundraising strategy, policies and procedures: working papers. Retain from issue of strategy, policy or procedure + 1 year Do not transfer Master copies of procedures relating to fundraising. Retain until superseded + 3 years Do not transfer Records documenting the design, conduct and summary results of fundraising campaigns. Retain from last action on campaign + 5 years Do not transfer Records containing details of individual responses to fundraising campaigns. Retain until completion of analysis of data Do not transfer Records documenting the handling of enquiries about making donations to the institution. Retain from last action on enquiry + 1 year Do not transfer Records documenting donations to the institution. Retain for current calendar year + 5 years Do not transfer Student Relations Management The function of managing the University's relationship with its student body. RECORDS ACTION TO BE TAKEN IN DEPARTMENT/FACULTY ACTION IN ARCHIVES (PAPER RECORDS)
Records%20Retention%20and%20Disposal%20Schedule%20Draft%2020120604.docx