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  • 1.  Retention of gift backup

    Posted 06-25-2026 11:06 AM

    Hello Friends,

    Is there a set amount of time we are required to keep physical copies of gift backup (copies of checks, letters, etc.)?

    Thanks,

    Bridget



    ------------------------------
    Bridget Everman
    The Music School of Delaware
    beverman@musicschoolofdelaware.org
    ------------------------------


  • 2.  RE: Retention of gift backup

    Posted 06-25-2026 11:36 AM
    There is typically no specific obligation to maintain physical copies. Digital copies are sufficient. There are very few types of documents that still must be kept physically, eg IRS power of attorney, but checks and gift collateral can be kept digital-only.

    Thank you,
    Isaac Shalev
    President
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 3.  RE: Retention of gift backup

    Posted 06-26-2026 08:25 AM

    That's what I thought! Thank you!

     

    Bridget Gavaghan Everman

    Development Manager

    The Music School of Delaware

    (302) 762-1132 ext. 280

     




    Original Message


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