Sample File Plan

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Sample File Retention Schedule

Sample file retention schedule from the University of Toronto.

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Contributed by …

Mary Ellen Caskenette, Manager, Document Systems, University of Toronto

Privacy Audit Questionnaire.
Privacy Recommendations.
Sample File Plan.
Sample File Retention and Disposition Schedule.

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Susana Gajic-Bruyea, Executive Director, Advancement Services, University Relations, University of California, Merced

Susana is the Executive Director of Advancement Services, University Relations at the University of California, Merced. Prior to moving to California, she was responsible for data quality and integrity for more than six hundred thousand records in the Development Information System at the university of Toronto. She managed a team of professionals and data specialists responsible for implementing the divisional strategy of accurate, reliable and available information. Susana was also a project leader for systems related development. An experienced records manager, she created and implemented numerous electronic and hard copy records management systems for Canada’s largest Advancement and Affinity programs.

Data Essentials 360 – The Value of Having Good Data to Support Your Revenue Generating Programs.
Job Descriptions – Director, Annual Giving Programs, Manager, Gifts and Database Administration, Prospect Research Specialist
Sample File Plan.
Sample File Retention and Disposition Schedule

Survey – Contactable Rates, Survey Results
Survey on how your contactable rates for constituents compare with other organizations.