A Guide to Donating Your Organizational Records to a Repository
The heart of your organization's memory is in its records. If your organization
values its history, you must act to save the original letters, minutes, reports,
photographs, publications and other documents that officers, members, directors,
employees, or volunteers have produced and compiled over the years. These documents
provide unique testimony to the achievements of your organization. Such materials
are also extremely valuable for administrative, legal, fiscal and public relations
purposes. Your organization's history is important to your community, too.
By donating your organization's records to an archival repository, you will
assure that its history and heritage will be part of your community's collective
What Can a Repository Offer You?
An archival repository is a place where professional archivists and
curators care for and preserve historically significant documents. Historical
repositories, also called archives, are frequently found in historical agencies
or libraries whose mission it is to ensure the protection and accessibility
of the materials they house. An archives can provide environmentally-secure
storage for inactive records and thus free valuable space for current business.
An archival repository can safeguard the records by monitoring their handling
and use. More important, it can provide research access to the information
in the records, both to members of your organization and to the public. By
placing records in an archival repository you take an important step toward
their preservation and you keep the memories that they contain.
What Documents Should Be Placed in an Archival Repository?
Many of the records produced by an organization have long-term value. A
repository is interested in the records that best illustrate the purpose,
activities, and policies of your organization. Such documents usually represent
an "end product" a final report, for example, instead of
a draft. Archives are more interested in related groups of materials rather
than individual items. Records should be inactive that is, no longer
regularly used for routine business. Before records are transferred to an
archival repository, an archivist should survey your organization's papers
to determine which materials have enduring historical value. Because the
research value of records may be diminished if items are removed or rearranged,
records should not be weeded, discarded, or rearranged before they are examined
by an archivist. Listed below are some of the types of documentation which
archival repositories preserve for historical and administrative research:
- Architectural records
- Articles of incorporation, charters
- Audio recordings
- Bylaws and revisions
- Constitution and revisions
- Correspondence of officers
- Financial statements
- Legal documents
- Minutes of meetings
- Membership lists
- Motion picture film and videotape
- Newsletters and other publications (generated by the organization)
- Organizational charts
- Pamphlets, brochures, fliers, etc.
- Planning documents
- Press releases
- Reports (annual, committee, etc.)
- Subject files
- Tax returns
A repository may not accept everything that is offered to it because of
staff and space constraints. An archivist can help you determine what documents
or materials fall within the scope of the repository. If your organization's
records are not appropriate for one repository, there may be another one
to which they can be referred.
How Does an Archives Operate?
Archives are run by professionals whose first priorities are preserving
historical materials and making them available for use. If your organization
donates its records, the staff of that repository will be responsible for
the care of the records and will continue to work with your organization
as you use the records and periodically add to the collection.
Feel free to contact the archivist at a nearby library, university, historical
society, or museum for details about their archival operations. The Society
of American Archivists (firstname.lastname@example.org)
can also provide you with information and suggestions.
An archival repository operates much like a business; in general it cannot
invest materials and labor in the preservation of items which it does not
own. Not owning the material severely restricts an archives ability to care
for records properly. A repository will provide a contract delineating the
conditions of the relationship to the mutual agreement of all involved.
Most repositories are not able to promise that donated material will be
used in some specific manner as a condition of accepting the gift. Many archives
will use material in their collections for exhibits that meet standards for
insuring the protection of the records. The repository cannot guarantee specific
exhibit or research use of any collection of materials.
If your organization is an ongoing enterprise, it is best to make periodic
donations of records. The archivists will discuss with you appropriate intervals
for making those donations. To assure regular contact, your organization
can add the periodic transfer of inactive records to the duties of one of
Access to Collections
The repository's written policies regarding availability, photo duplication,
and publication govern access to the papers in the repository. The archivist
or curator should discuss the repository's access policies and any special
needs or concerns of the donor organization with a designated representative
of the organization before completing the donation agreement.
Sensitive material may exist in organizational records. In order to protect
the privacy of individuals or trade secrets, it may be necessary to discuss
restrictions on access to portions of the collection. While archivists desire
to make all papers truly accessible to researchers, they normally will agree
to reasonable restrictions for a distinct period of time.
Assignment of copyright is a complex matter, and the organization should
discuss issues of copyright ownership prior to completing a donor agreement.
Your organization should speak with its tax accountant or attorney about
the possibility of a tax deduction for the donation of material to an archival
repository. Archivists may not give tax advice and may not appraise the monetary
valuation of a collection. They should be able to provide your organization
with a list of appraisers who can (for a fee) make monetary appraisals of
the materials for the organization. It is the donor organization which arranges
and bears the cost of any such appraisal.
Most archives are not-for-profit institutions. Arrangement and description
of a collection is the most expensive operation in a repository. Organizations
which are able to assist repositories by making grants to help defray the
costs of arrangement, cataloging, and conservation of their donations of
records are encouraged to do so. Some archives require financial assistance
to maintain a collection.
This brochure was prepared by the SAA Manuscripts Repositories
Section. Grateful acknowledgement for permission to borrow from their respective
brochures is made to the Nebraska State Historical Society and the Minnesota
Historical Society. Cover photo courtesy of Washington University, St. Louis,
©1995 by the Society of American Archivists. All rights reserved.