FundSvcs Community

Donor Record Retention Policies

  • 1.  Donor Record Retention Policies

    Posted 24 days ago
    I'm in the midst of digitizing hard files that go back 20+ years and debating what needs to be kept and what doesn't. If a donor sent us a letter with a check 20 years ago, sure, let's keep that, but an annual giving form letter and tax receipt from 2010? Copies of our endowment report cover letter from 5 years ago? Our giving history is in the database and I plan on keeping documentation for gifts going back seven years for audit purposes. Does anyone have a policy they're willing to share?

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    Christina McNamee, Senior Director of Advancement Services
    1000 St. Stephen's Road | Alexandria, VA  22304
    sssas.org/give | (703) 212-2753
    Preferred pronouns: she/her/hers