Thanks Ginny. That was my gut response too.
However the "wrinkle" is with the one time contributions with matching
programs. They can either be payroll deduction or a one time payment by
check or CC.
Jason C. Stearns, CRM
CVP - Records Management, Corporate Records Manager ? BRD - BUSINESS
RESILIENCE DEPARTMENT
New York Life Insurance Company
51 Madison Avenue, New York, NY 10010
* [log in to unmask] ( (212) 576-4701
facebook.com/newyorklife | twitter.com/newyorklife
"Jones, Virginia" <[log in to unmask]>
Sent by: Records Management Program <[log in to unmask]>
03/29/2011 10:55 AM
Please respond to
Records Management Program <[log in to unmask]>
To
[log in to unmask]
cc
Subject
Re: Record Retention for Employee Charitable Contributions
Jason:
Are the contributions paid via payroll deductions? If so, then I would
consider the sign up documents to be a support for payroll records.
Ginny Jones
(Virginia A. Jones, CRM, FAI)
Records Manager
Information Technology Division
Newport News Dept. of Public Utilities
Newport News, VA
[log in to unmask]
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Jason C Stearns/NYLIC
Sent: Tuesday, March 29, 2011 10:44 AM
To: [log in to unmask]
Subject: [RM] Record Retention for Employee Charitable Contributions
Can any one direct to resources to determine the retention requirements
(state and/or Federal) for records of employee charitable contributions?
For some context, my company uses a third party to track the details of
employees that sign up for annual contributions (e.g. United Way) and one
time contributions (e.g. Japan Earthquake Relief). Employees sign up
using a paper form or online.
Please feel free to respond to me directly.
Thanks in advance.
Jason C. Stearns, CRM
CVP - Records Management, Corporate Records Manager ? BRD - BUSINESS
RESILIENCE DEPARTMENT
New York Life Insurance Company
51 Madison Avenue, New York, NY 10010
* [log in to unmask] ( (212) 576-4701
facebook.com/newyorklife | twitter.com/newyorklife
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