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Donor Tax Receipts

Retention Rule Number: 
Specific Retention Rule 2000.05
Function/Activity: 
To document the issuing of tax receipts for donations to the University; and to track the donation and tax receipt process.
Description/Type of Records: 
Credit card slips, deposit forms, Gift-in-Kind reports (GIK), monetary appraisal records, non-tax receiptable receipts, tax receipts (cash and gift-in-kind tax receipts), tax receipt log books, and related correspondence.

Retention Rules

Office of Primary Responsibility (OPR)
Retention
Disposition
Office of Primary Responsibility (OPR): 

Office Services (Financial Services)

Retention: 

7 years after end of fiscal year

Disposition: 

Confidential shred or delete

Office of Primary Responsibility (OPR): 

Development office

Retention: 

Until donor file is closed

Disposition: 

Confidential shred or delete

Other (Non-OPR's)
Retention
Disposition

Other (Non-OPR's): 

All other units

Other (Non-OPR's): 

Copies of donor tax receipts including gift-in-kind reports and monetary appraisal:

Retention: 

Discretion of unit

Disposition : 

Confidential shred or delete