IRS Publication 582 Details specific recommendations for operating a
business and retention of records.  If you are matching any
contributions, keep your records for as long as you need to support a
deduction on your federal or state tax return.

 

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Jason C Stearns/NYLIC
Sent: Tuesday, March 29, 2011 9:44 AM
To: [log in to unmask]
Subject: 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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