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 
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-----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
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