Gift Records


Do not follow the records retention schedule to destroy records that are currently part of–or you are aware that they are going to be part of–any legal action or proceeding, litigation, audit, investigation, or review. For more information, see the Subpoenas for University Records Policy.

Schedule Number


These records document potential or realized private, corporate, or public agency funding to the University. These records may include but are not limited to award guidelines; letters and agreements of gifts; copies of bequest instruments and wills from individuals or estates; financial statements and reports, including records of fund disbursements; and related documentation and correspondence.


Gift Records info
Record HolderRetention PeriodDisposition
Official Copy Advancement


Transfer to Tufts Archival Research Center and/or maintain in gift management system.

Unofficial Copy Departments and Offices

Consult with Tufts Archival Research Center

Consult with Tufts Archival Research Center


Gift records may contain transitory or duplicate documents that may be confidentially destroyed when they are no longer needed or before they are transferred to the Tufts Archival Research Center.

University Records Policy
Digital Collections and Archives
Effective Date