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Subject:
Re: Record Retention for Employee Charitable Contributions
From:
Stephen Smith <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Tue, 29 Mar 2011 13:04:33 -0400
Content-Type:
text/plain
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"Can any one direct to resources to determine the retention requirements
(state and/or Federal) for records of employee charitable contributions?"

Jason:

I would tend to lean toward your current retention requirements for payroll records.  The citation from Jacque of 29 CFR 516.5 is a good one.  You might also take a look at 26 CFR 1.170A-13.  This one talks about itemized tax deductions for charitable contributions.

Another possible citation is 29 CFR 405.9 and if you operate in the state of Florida, FACA 12-19.006.

Thanks, Steve

Stephen A. Smith, MLIS, CRM, CDIA+
Records Manager
QVC, Inc.  Internal Audit
O:      484.701.1559
F:      484.701.1021
C:      484.905.2517
E:      [log in to unmask]
A:      Studio Park, 1200 Wilson Dr., MC207, West Chester, PA, 19380-4262

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