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How long must we retain Capital Campaign Pledge documentation?

Wendy Love's Profile

We are cleaning out financial files and have pledge documentation from our Capital Campaign which covered multiple years. What is the document retention schedule for hard copies of donation pledge cards?

Answers

Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Wendy, try talking to a local university foundation/alumi association because there are, from what I recall, some fund raising guidelines and IRS regulations to consider. Also, examine options to digitize some records...

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