PIB: Estates – case files

Title of PIB:

Estates – case files

Location:

Division of University Advancement

Information Maintained:

Includes correspondence, reports, forms, drawings, financial statements, wills, inventories of assets and other documents relating to bequests to the University

Uses:

To document donations to the University in support of various activities

Users:

University Advancement

Individuals in the PIB:

Estate donors

Legal Authority:

University of Toronto Act, 1971

Retention and Disposal:

Current + 2 years

Transfer to University Archives