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Standard 1: Mission
Appendix 1A1: Mission
Developing Mission, Vision Statements
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1A2: Mission
Mission & Outcomes Statements
Vermont Land Trust (2004)
.doc .pdf
Appendix 1A3: Mission
Mission Statement
Black Warrior – Cahaba Rivers Land Trust (2004)
.doc .pdf
Appendix 1A4: Mission
Mission Statement and Principles
The Land Trust for Tennessee (2004)
.doc .pdf
Appendix 1B1: Planning and Evaluation
Basic Guidelines for Successful Planning Process
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B2: Planning and Evaluation
Basics of Action Planning (as part of strategic planning)
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B3: Planning and Evaluation
Basics of Writing and Communicating a Strategic Plan
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B4: Planning and Evaluation
Framework for a Basic Nonprofit Strategic Plan Document
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B5: Planning and Evaluation
How Do I Use Retreats in the Planning Process?
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 1B6: Planning and Evaluation
Mock Strategic Plan
Anonymous (2004)
.doc .pdf
Appendix 1B7: Planning and Evaluation
Strategic Plan
North Haven Conservation Partners (2004)
.doc .pdf
Appendix 1B8: Planning and Evaluation
Developing Your Strategic Plan
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B9: Planning and Evaluation
Overview of Different Strategic Planning Models
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B10: Planning and Evaluation
Strategic Plan
Richmond Rural Land Preservation Trust (2004)
.doc .pdf
Appendix 1B11: Planning and Evaluation
Action Plan
Sheepscot Valley Conservation Association (2004)
.pdf .xls
Appendix 1B12: Planning and Evaluation
Mission Goals
Sheepscot Valley Conservation Association (2004)
.doc .pdf
Appendix 1B13: Planning and Evaluation
Should I Use an External Consultant?
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 1B14: Planning and Evaluation
Strategic Planning (in nonprofit or for-profit organizations)
MAP for Nonprofits (2004)
.doc .pdf
Appendix 1B15: Planning and Evaluation
Strategic Planning Overview
Land Trust Alliance, Tammara Van Ryn (2004)
.pdf .ppt
Appendix 1B16: Planning and Evaluation
Monitoring Executive Performance
Vermont Land Trust (2004)
.doc .pdf
Appendix 1B17: Planning and Evaluation
Annual Board Planning Cycle
Vermont Land Trust (2004)
.doc .pdf
Appendix 1B18: Planning and Evaluation
Strategic Plan 2002-2005
Western New York Land Conservancy (2004)
.doc .pdf
Appendix 1B19: Planning and Evaluation
What are the Key Concepts and Definitions in Strategic Planning
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 1B20: Planning and Evaluation
What Do I Need to Know Before I Start the Planning Process
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 1B21: Planning and Evaluation
Strategic plan for a small- mid-sized land trust
American Chestnut Land Trust (2009)
.doc
Appendix 1C1: Outreach
Relationships with Stakeholders
Vermont Land Trust (2004)
.doc .pdf
Appendix 1C3: Outreach
Policy on Community Outreach
The Land Trust for Tennessee (2004)
.doc .pdf
Appendix 1D1: Ethics
Statement of Values and Code of Ethics for Nonprofit and Philanthropic Organizations
Independent Sector (2004)
.doc .pdf
Appendix 1D2: Ethics
Code of Ethics
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 1D3: Ethics
Code of Ethics
Jo Davies Conservation Foundation (2004)
.doc .pdf
Appendix 1D4: Ethics
Code of Ethics
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 1D5: Ethics
Values
The Nature Conservancy (2004)
.doc .pdf
Appendix 1D6: Ethics
Core Values
Vermont Land Trust (2004)
.doc .pdf
Appendix 1D7: Ethics
Credo
Vermont Land Trust (2004)
.doc .pdf
Appendix 1D8: Ethics
Statement of Principles Board Resolution
Wisconsin Land Trust (2004)
.doc .pdf
Appendix 1D9: Ethics
Statement of Ethics
The Land Trust for Tennessee (2004)
.doc .pdf
Appendix 1D10: Ethics
Statement of Ethics
Hudson Highlands Land Trust - An Accredited Land Trust (2007)
.doc .pdf
Appendix 1D11: Ethics
Statement of Standards and Practices
Hudson Highlands Land Trust - An Accredited Land Trust (2007)
.doc .pdf
Standard 2: Compliance with Laws
Appendix 2A1: Compliance with Laws
The New Form 990 at a Glance
K & L Gates (2009)
.pdf
Appendix 2A2: Compliance with Laws
Whistle Blower Resolution I
(2009)
.doc .pdf
Appendix 2A3: Compliance with Laws
Whistle Blower Policy I (long version)
(2009)
.doc .pdf
Appendix 2A4: Compliance with Laws
Whistle Blower Policy II (short version)
(2009)
.doc .pdf
Appendix 2A5: Compliance with Laws
Transparency, Compliance and Protection Policy (whistleblower policy)
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 2B1: Nonprofit Incorporation and Bylaws
Bylaws of Lowcountry Open Land Trust, Inc.
Lowcountry Open Land Trust (2001)
.doc .pdf
Appendix 2B2: Nonprofit Incorporation and Bylaws
Bylaws of the Little Traverse Conservancy
Little Traverse Conservancy (2006)
.pdf
Appendix 2B3: Nonprofit Incorporation and Bylaws
Bylaws of the Maine Coast Heritage Trust
Maine Coast Heritage Trust (2006)
.pdf
Appendix 2B4: Nonprofit Incorporation and Bylaws
Bylaws of the Orange County Land Trust, Inc.
Orange County Land Trust, Inc. (2006)
.pdf .pdf
Appendix 2B5: Nonprofit Incorporation and Bylaws
Bylaws of the Society for the Protection of New Hampshire Forests
Society for the Protection of New Hampshire Forests (2006)
.pdf
Appendix 2B6: Nonprofit Incorporation and Bylaws
Articles of Incorporation of the Maine Coast Heritage Trust
Maine Coast Heritage Trust (2006)
.pdf
Appendix 2C1: Tax Exemption
A large grant from a foundation may adversely affect the tax status of a nonprofit. Most grant recipients need to meet a "public support test" under the tax law, and a large foundation grant may cause a recipient to fail the test. This effect is sometimes known as "tipping." This
memorandum is intended to alert grant applicants to the "tipping" issue.
Colorado Open Lands (2004)
.pdf
Appendix 2C2: Tax Exemption
The Internal Revenue Service has recently revised its rules on Unrelated Business Income of Exempt Organizations. covered in Publication 598. For more information, visit the IRS website: http://www.irs.gov/publications/p598/ar01.html
Internal Revenue Service (2010)
.pdf
Appendix 2D1: Records Policy
Since a conservation easement is held in perpetuity, it is important to have a system for the storage of documents and background information so they will last for an indefinite period of time. The following is a brief outline of the system that COL currently uses for our documents.
Colorado Open Lands (2004)
.doc .pdf
Appendix 2D2: Records Policy
Introduction to the Data Management System
Colorado Open Lands (2004)
.doc .pdf
Appendix 2D3: Records Policy
An introduction to the Data Management System of Colorado Open Lands
Colorado Open Lands (2004)
.doc .pdf
Appendix 2D4: Records Policy
The Sarbanes-Oxley Act and Implications for Nonprofit Organizations
Independent Sector, Board Source (2004)
.pdf
Appendix 2D5: Records Policy
Conservation Stewardship Program Records Philosophy
Vermont Land Trust (2004)
.doc .pdf
Appendix 2D6: Records Policy
Recordkeeping Essentials for Conservation - Class outline for a class on recordkeeping
Minnesota Land Trust (2005)
.doc .pdf
Appendix 2D7: Records Policy
Records policy for TRLT
Teton Regional Land Trust (2005)
.doc .pdf
Appendix 2D8: Standard 2: Compliance with Laws
Written Records Policies
KNLT (2004)
.doc .pdf
Appendix 2E1: Public Policy
Advocacy: An Ounce of Prevention
Land Trust Alliance, Russ Shay (2004)
.doc .pdf
Appendix 2E2: Public Policy
Building Advocacy Partnerships with Legislators
Land Trust Alliance, Henrietta Jordan (2004)
.doc .pdf
Appendix 2E3: Public Policy
Permissible Election Activities Checklist
Alliance for Justice (2004)
.pdf
Appendix 2E4: Public Policy
Election Activities of Individuals Associated with 501(c)(3) Organizations
Alliance for Justice (2004)
.pdf
Appendix 2E5: Public Policy
Lobby? You? Yes, Your Nonprofit Organization Can! It Should!
Charity Lobbying in the Public Interest (2004)
.pdf
Appendix 2E6: Public Policy
Advocacy Policy
Tall Timbers (2004)
.doc .pdf
Appendix 2E7: Public Policy
Worry-Free Lobbying For Nonprofits, How To Use The 501(h) Election To Maximize Effectiveness
Alliance for Justice (2004)
.pdf
Appendix 2E8: Public Policy
Public Policy Practices
Jefferson Land Trust (2007)
.pdf
Appendix 3C15: Board Governance
Operations Manual (draft)
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Standard 3:
Appendix 3C13: Board Governance
Board member responsibilities
Kentucky Natural Lands Trust (2004)
.doc .pdf
Appendix 3A1: Board Responsibility
State Liability Laws for Charitable Organizations and Volunteers
Nonprofit Risk Management Center (2004)
.pdf
Appendix 3A3: Board Responsibility
Board Service Expectations
The Land Trust for Tennessee (2004)
.doc .pdf
Appendix 3B1: Board Composition
Board Prospects Grid
(2004)
.doc .pdf
Appendix 3B2: Board Composition
What to Do With Board Members Who Don''t Do Anything
The Best of the Board Café (2004)
.doc .pdf
Appendix 3B3: Board Composition
Standards for Charity Accountability
Wise Giving Alliance (2004)
.pdf
Appendix 3C1: Board Governance
Annual Board Self-Assessment
Anonymous (2004)
.doc .pdf
Appendix 3C2: Board Governance
Board Member Responsibilities
Barrington Hills Conservation Trust (2004)
.doc .pdf
Appendix 3C3: Board Governance
Board Member Responsibilities Application
Barrington Hills Conservation Trust (2004)
.doc .pdf
Appendix 3C4: Board Governance
Board of Trustees Self-Assessment
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 3C5: Board Governance
Desired Qualifications of Trustees
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 3C6: Board Governance
Job Description for Board Members
Marin Agricultural Land Trust (2004)
.doc .pdf
Appendix 3C7: Board Governance
Board of Directors Handbook
Minnesota Land Trust (2004)
.doc .pdf
Appendix 3C8: Board Governance
Position Description - Board of Directors
Orient Land Trust (2004)
.doc .pdf
Appendix 3C9: Board Governance
Statement Of Roles And Responsibilities Of The Conservancy's Volunteer Leadership And Boards
The Nature Conservancy (2004)
.doc .pdf
Appendix 3C10: Board Governance
Anit-terrorist Financing Guidelines: Voluntary Best Practices for U.S.-Based Charities
U.S. Department of the Treasury (2004)
.pdf
Appendix 3C11: Board Governance
Standards and Practice Contents
Upper Valley Land Trust (2004)
.doc .pdf
Appendix 3C12: Board Governance
Board Governance Policies
Vermont Land Trust (2004)
.doc .pdf
Appendix 3C13: Board Governance
Sample board manual table of contents
Land Trust Alliance (2005)
.doc .pdf
Appendix 3C14: Board Governance
Serving on the Board of Trustees
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 3E1: Delegation of Decision-Making Authority
Board Committee Duties
Barrington Hills Conservation Trust (2004)
.doc .pdf
Appendix 3E2: Delegation of Decision-Making Authority
Entering Nonbinding Contracts with Refundable and Non-Refundable Earnest Money
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 3E3: Delegation of Decision-Making Authority
Committee Descriptions
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 3E4: Delegation of Decision-Making Authority
Executive Committee Mission Statement
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 3E5: Delegation of Decision-Making Authority
Committee Descriptions
Vermont Land Trust (2004)
.doc .pdf
Appendix 3E6: Delegation of Decision-Making Authority
Delegation to President
Vermont Land Trust (2004)
.doc .pdf
Appendix 3E7: Delegation of Decision-Making Authority
General Executive Constraint
Vermont Land Trust (2004)
.doc .pdf
Appendix 3E8: Delegation of Decision-Making Authority
Policy Governance Overview
Vermont Land Trust (2004)
.doc .pdf
Appendix 3F1: Board Approval of Land Transactions
Preliminary Project Summary - Instructions
Minnesota Land Trust (2004)
.doc .pdf
Appendix 3F2: Board Approval of Land Transactions
Project Summary
Land Trust of Napa County (2004)
.doc .pdf
Appendix 3F3: Board Approval of Land Transactions
Conservation Easement Facilitation Purchases Policy
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 3F4: Board Approval of Land Transactions
Defining the Scope of Authority of the Staff and the Lands and Conservation Committee for Lands Transactions - Policy
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 3F5: Board Approval of Land Transactions
Lands Committee Projects Presented to Finance Committee - Policy
(2004)
.doc .pdf
Appendix 3F6: Board Approval of Land Transactions
Lands & Conservation Committee Authority for Year-end Donations Policy
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 3F7: Board Approval of Land Transactions
Project Description for Committee & Board Approval
Society for the Protection of New Hampshire Forests (2004)
.doc .pdf
Appendix 3F8: Board Approval of Land Transactions
General Policy on the Acquisition and Disposition of Property Interests
Vermont Land Trust (2004)
.doc .pdf
Appendix 3F9: Board Approval of Land Transactions
General Policy on the Acquisition and Disposition of Property Interests - 2
Vermont Land Trust (2004)
.doc .pdf
Appendix 3F10: Board Approval of Land Transactions
General Policy on the Acquisition and Disposition of Property Interests
Vermont Land Trust (2004)
.doc .pdf
Appendix 3F11: Board Approval of Land Transactions
Conservation Donation Information & Approval Form
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 3F12: Board Approval of Land Transactions
Board Approval of Land Transactions
Tall Timbers Land Conservancy (2008)
.doc .pdf
Standard 4:
Appendix 4A13: Test
()
Appendix 4A1: Dealing with Conflicts of Interest
Fiduciary Responsibilities and Conflicts Of Interest Policy
Minnesota Land Trust - An Accredited Land Trust (2009)
.pdf .docx
Appendix 4A2: Dealing with Conflicts of Interest
Conflict of Interest Policy
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf .doc
Appendix 4A3: Dealing with Conflicts of Interest
Declaration of Conflict of Interest
Kansas Land Trust (2010)
.doc .pdf
Appendix 4A4: Dealing with Conflicts of Interest
Unsolicited Gifts Policy
Estes Valley Land Trust (2004)
.doc .pdf
Appendix 4A6: Dealing with Conflicts of Interest
Conflict of Interest Policy: Work Sample
Forever Wild Land Trust (2004)
.doc .pdf
Appendix 4A9: Dealing with Conflicts of Interest
Conflict of Interest Policy
The Nature Conservancy (2004)
.doc .pdf
Appendix 4A14: Conflicts of Interest Policy
Conflicts of Interest Policy
Society for the Protection of New Hampshire Forests (2004)
.pdf
Appendix 4A15: Conflicts of Interest Policy
Conflicts of Interest Policy
Land Trust Alliance (2007)
.doc .pdf
Appendix 4A16: Dealing with Conflicts of Interest
Policy on Conflict of Interest, Board Compensation & Insider Transactions
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 4A17: Dealing with Conflicts of Interest
Conflicts Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 4B1: Board Compensation
Policy on Conflict of Interest, Board Compensation & Insider Transactions
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 4C1: Transactions with Insiders
Sales to or from Related Parties
The Nature Conservancy (2004)
.doc .pdf
Appendix 4C2: Transactions with Insiders
Tax Deductions for Contributions of Land
The Nature Conservancy (2004)
.doc .pdf
Appendix 4C3: Transactions with Insiders
Transactions with Insiders
Vermont Land Trust (2004)
.doc .pdf
Appendix 4C4: Transactions with Insiders
Policy Regarding Avoidance of Conflicts of Interest and Overvaluation When Accepting Land and Easement Donations
Black Warrior-Cahaba Rivers Land Trust (2004)
.doc .pdf
Appendix 4C5: Transactions with Insiders
Resolution of the Board of Trustees policy on conflict of interest and insider transactions
Land Trust for Santa Barbara County (2008)
.doc .pdf
Standard 5: Fundraising
Appendix 5A1: Legal and Ethical Practices
Statement of Values and Code of Ethics for Nonprofit and Philanthropic Organizations
Independent Sector (2004)
.pdf
Appendix 5B2: Accountability to Donors
Donor Bill of Rights
The Land Trust for Tennessee (2004)
.doc .pdf
Appendix 5B3: Accountability to Donors
IRS Publication 1771, Charitable Contributions—Substantiation and Disclosure Requirements. Explains the federal tax law for organizations such as charities and churches that receive tax-deductible charitable contributions and for taxpayers who make contributions.
Internal Revenue Service (2006)
.pdf
Appendix 5B4: Accountability to Donors
Sample gift substantiation letter and thank you letter for bargain sale
ABC Land Trust ()
.doc .pdf
Appendix 5B5: Accountability to Donors
Sample gift substantiation letter and thank you letter for a conservation easement donation
ABC Land Trust ()
.doc .pdf
Appendix 5B6: Accountability to Donors
Substantiation letter for gift or bargain sale of a CE
Generic (2008)
.doc .pdf
Appendix 5B7: Accountability to Donors
Gift Acceptance Policies
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 5B8: Accountability to Donors
Fund Development Donor Privacy Policy
Leelanau Conservancy - An Accredited Land Trust (2009)
.doc
Appendix 5B9: Practice 5B: Accountability to Donors
Gift Acceptance Policy
Land Trust Alliance (2010)
.doc
Appendix 5D1: Marketing Agreements
Cause-Related Marketing - Evaluating Potential Agreements (Cause 2)
The Nature Conservancy (2004)
.doc .pdf
Appendix 5D2: Marketing Agreements
Cause-Related Marketing - Evaluating Potential Agreements (Cause 3)
The Nature Conservancy (2004)
.doc .pdf
Appendix 5D3: Marketing Agreements
Cause-Related Marketing - Evaluating Potential Agreements (Cause 4)
The Nature Conservancy (2004)
.doc .pdf
Appendix 5D4: Marketing Agreements
Cause-Related Marketing - Evaluating Potential Agreements (Cause 1)
The Nature Conservancy (2004)
.doc .pdf
Appendix 5D5: Marketing Agreements
Licensing of Merchandise
The Nature Conservancy (2004)
.doc .pdf
Appendix 5D6: Marketing Agreements
Use of the Name and Logo by Outside Parties
The Nature Conservancy (2004)
.doc .pdf
Standard 6:
Appendix 6H1: Sale or Transfer of Assets (Including Land and Easements)
Policy on the Receipt, Ownership, Sale and
Transfer of Marketable Assets
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 6A1: Annual Budget
Criteria for Nonprofits' Operating Reserves
Thomas J. Raffa (2004)
.doc .pdf
Appendix 6A2: Annual Budget
Budget Process FAQs
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 6A3: Annual Budget
Budgeting
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 6A4: Annual Budget
Executive Limitations
Vermont Land Trust (2004)
.doc .pdf
Appendix 6B1: Financial Records
Sample Chart of Accounts
Connemara Conservancy Foundation (2004)
.pdf
Appendix 6B2: Financial Records
Generally Accepted Accounting Principles (GAAP) Basics
Wikipedia (2004)
.doc .pdf
Appendix 6B3: Financial Records
IRS Compliance Guide 4221
Internal Revenue Service (2004)
.pdf
Appendix 6B4: Financial Records
Financial Management Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 6C1: Financial Reports and Statements
Interpreting Financial Statements
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 6C2: Financial Reports and Statements
Financial Management Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2007)
.doc .pdf
Appendix 6D1: Financial Review or Audit
Financial Management Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 6E1: Internal System for Handling Money
Miscellaneous Financial Administration Policies
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 6E2: Internal System for Handling Money
Excerpts from the Land Trust Alliance 2003 Procedures Manual
Land Trust Alliance (2004)
.doc .pdf
Appendix 6E3: Internal System for Handling Money
Financial Management FAQs
Alliance for Nonprofit Management (2004)
.doc .pdf
Appendix 6E4: Internal System for Handling Money
Financial Management Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2004)
.doc .pdf
Appendix 6E5: Internal System for Handling Money
Gift Entry/Receipting Procedures
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 6E6: Internal System for Handling Money
Guidelines for Travel Reimbursement
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 6E7: Internal System for Handling Money
Depository and Check Signing Policy
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 6F1: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy Statement
Ausbon Sargent Land Preservation Trust (2004)
.doc .pdf
Appendix 6F2: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 6F3: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy
Land Trust Alliance (2004)
.doc .pdf
Appendix 6F4: Investment and Management of Financial Assets and Dedicated Funds
Internal Fund Descriptions
Minnesota Land Trust (2004)
.doc .pdf
Appendix 6F5: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy
Minnesota Land Trust (2004)
.doc .pdf
Appendix 6F6: Investment and Management of Financial Assets and Dedicated Funds
Spending Policy
Minnesota Land Trust (2004)
.doc .pdf
Appendix 6F7: Investment and Management of Financial Assets and Dedicated Funds
Investments
Vermont Land Trust (2004)
.doc .pdf
Appendix 6F8: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy Statement
Generic (2001)
.doc .pdf
Appendix 6F9: Investment and Management of Financial Assets and Dedicated Funds
Napa County Land Trust Investment Policy
Napa County Land Trust (2001)
.doc .pdf
Appendix 6F10: Investment and Management of Financial Assets and Dedicated Funds
Sample Investment Policies
Southwest Michigan Land Conservancy (2001)
.doc .pdf
Appendix 6F11: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy
Piedmont Land Conservancy (2004)
.doc .pdf
Appendix 6F12: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy
Harding Land Trust (2004)
.pdf
Appendix 6F13: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy II
New Jersey Conservation Foundation (2000)
.pdf
Appendix 6F14: Investment and Management of Financial Assets and Dedicated Funds
Investment Policy of the Land Trust for Santa Barbara County
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 6F15: Investment and Management of Financial Assets and Dedicated Funds
Financial Management Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2004)
.doc .pdf
Appendix 6F16: Investment and Management of Financial Assets and Dedicated Funds
Corporate Resolution to Transfer
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 6F17: Investment and Management of Financial Assets and Dedicated Funds
Spending Policy
Leelanau Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 6G1: Funds for Stewardship and Enforcement
Rate of Return on Investment for Easement Stewardship Fund (ESF) Contributions
Connemara Conservancy Foundation (2004)
.xls
Appendix 6G2: Funds for Stewardship and Enforcement
Stewardship Procedures & Fund Policy
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 6G3: Funds for Stewardship and Enforcement
Investing & Managing Stewardship Endowments
Vermont Land Trust (2004)
.doc .pdf
Appendix 6G4: Funds for Stewardship and Enforcement
Bequest Policy
Minnesota Land Trust (2004)
.doc .pdf
Appendix 6G5: Funds for Stewardship and Enforcement
Conservation Easement Protection Fund Resolution
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 6H1: Sale or Transfer of Assets (Including Land and Easements)
Policy on the Receipt, Ownership, Sale and Transfer of Marketable Assets
Policy on the Receipt, Ownership, Sale and (2006)
.doc .pdf
Appendix 6I1: Risk Management and Insurance
Professional Liability and Governance Exposures: A Closer Look
Pamela Davis (2004)
.doc .pdf
Standard 7:
Appendix 757: Personnel Policies
Personnel Policies
The Land Trust for Santa Barbara County (2006)
Appendix 7A1: Capacity
Checklist from The Art of Hiring Leaders: A Guide for Nonprofit Organizations (2007) by Barbara J. Gilvar
(2007)
.pdf
Appendix 7A2: Capacity
An Interim Leader. From: The Art of Hiring Leaders: A Guide for Nonprofit Organizations (2007) by Barbara J. Gilvar
(2007)
.pdf
Appendix 7A3: Capacity
Hiring a Consultant. From The Art of Hiring Leaders: A Guide for Nonprofit Organizations (2007) by Barbara J. Gilvar
(2007)
.pdf
Appendix 7B1: Volunteers
Volunteer Opportunties
Lakes Region Conseravtion Trust (2004)
.pdf
Appendix 7B2: Volunteers
Sample Volunteer Recruitment Materials
Yakima Greenway Foundation (2004)
.pdf
Appendix 7B3: Volunteers
Sample Volunteer Application Form
Yakima Greenway Foundation (2004)
.doc .pdf
Appendix 7B4: Volunteers
Sample Volunteer Recruitment Materials - Member Survey Update
Save the Prairie Society (1997)
.doc .pdf
Appendix 7B5: Volunteers
Sample Volunteer Job Description
Society for the Protection of New Hampshire Forests (1997)
.doc .pdf
Appendix 7B6: Volunteers
Sample Volunteer Job Description
Society for the Protection of New Hampshire Forests (1997)
.doc .pdf
Appendix 7C1: Staff
Communications & Outreach Coordinator Position Description
The Coalition for Buzzards Bay, Inc. (2004)
.doc .pdf
Appendix 7C2: Staff
Development Director Job Description
Columbia Land Trust (2004)
.doc .pdf
Appendix 7C3: Staff
Land Manager Job Description
Elkhorn Slough Foundation (2004)
.doc .pdf
Appendix 7C4: Staff
Land Protection Specialist Job Description
Grand Traverse Regional Land Conservancy (2004)
.doc .pdf
Appendix 7C5: Staff
Executive Director Job Description
Green River Valley Land Trust (2004)
.doc .pdf
Appendix 7C6: Staff
Employee Performance Evaluation
Land Trust Alliance (2004)
.doc .pdf
Appendix 7C7: Staff
Stewardship Coordinator Job Description
Quoddy Regional Land Trust (2004)
.doc .pdf
Appendix 7C8: Staff
Land Conservation Manager Position Description
River Fields (2004)
.doc .pdf
Appendix 7C9: Staff
Director of Land Protection Job Description
Southern Appalachian Highlands Conservancy (2004)
.doc .pdf
Appendix 7C10: Staff
Executive Director Job Description
Skagit Land Trust (2004)
.doc .pdf
Appendix 7C11: Staff
Ranger/Biologist
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 7C12: Staff
Director of Marketing and Development Job Description
Washtenaw Land Trust (2004)
.doc .pdf
Appendix 7C13: Staff
Staff Assistant Job Description
Wildlands Trust of Southeastern Massachusetts (2004)
.doc .pdf
Appendix 7C14: Staff
Stewardship Coordinator Position Description
Wood River Land Trust (2004)
.doc .pdf
Appendix 7C16: Staff
Steward Job Description
Kentucky Natural Lands Trust (2004)
.doc .pdf
Appendix 7E1: Board/Staff Lines of Authority
Communication & Counsel to Board
Vermont Land Trust (2004)
.doc .pdf
Appendix 7F1: Personnel Policies
Nonprofit Personnel Policies
(2004)
.doc .pdf
Appendix 7F2: Personnel Policies
Treatment of Staff
Vermont Land Trust (2004)
.doc .pdf
Appendix 7F3: Personnel Policies
Personnel Policies and Employee Handbook
Gathering Waters Conservancy (WI) ()
.doc .pdf
Appendix 7F4: Personnel Policies
Policy Manual for Board and Staff Members
The Land Trust of Napa County (2001)
.doc .pdf
Appendix 7F5: Personnel Policies
Sample Personnel Manual
Lowcountry Open Land Trust (2001)
.doc .pdf
Appendix 7F6: Personnel Policies
Employee Handbook
Sudbury Valley Trustees, Inc. (2001)
.doc .pdf
Appendix 7G1: Compensation and Benefits
Compensation & Benefits
Vermont Land Trust (2004)
.doc .pdf
Appendix 7H1: Working With Consultants
How to Hire a Consultant
Dyson (2004)
.pdf
Appendix 7H2: Working With Consultants
Sample Request for Proposal Form
Barbara Davis (2004)
.doc .pdf
Standard 8:
Appendix 8B53: Project Selection and Criteria
All-Volunteer Land Trust: South County Conservancy’s Ranking and Priority Point System
South County Conservancy (2007)
.pdf
Appendix 8B59: Project Selection and Criteria
Conservation Project Selection Criteria Summary
Teton Regional Land Trust - An Accredited Land Trust (2008)
.pdf
Appendix 8B: Project Selection and Criteria
Piedmont Land Conservancy (2004)
.doc
Appendix 8D1: Public Benefit of Transactions
This template is designed to help you determine if a particular project will meet the public benefit test.
Anonymous (2007)
.pdf
Appendix 8H9: Evaluating the Best Conservation Tool
Questionnaire to aid the Foothills Land Conservancy in tailoring conservation easements to the landowner’s land protection and financial goals
Foothills Land Conservancy (2009)
.doc .pdf
Appendix 8J3: Partnership Documentation
MOU for Preacquisition
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 8J9: Partnership Documentation
Rock Creek Trust Fund Agreement
Five Valleys Land Trust (2004)
.pdf
Appendix 8J10: Partnership Documentation
Memorandum of Understanding
Berkshire County Land Trust (2004)
.pdf
Appendix 8J11: Partnership Documentation
Memorandum of Understanding between Land Trusts
Grand Traverse Regional Land Conservancy (2004)
.pdf
Appendix 8J12: Partnership Documentation
Stewardship Memorandum of Understanding
Lake Champlain Land Trust (2004)
.pdf
Appendix 8J13: Partnership Documentation
Cooperative Agreement
Little Traverse Conservancy (2004)
.pdf
Appendix 8A1: Identifying Focus Areas
Land Trust Strategic Conservation Priorities 2002-03
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 8B1: Project Selection and Criteria
Land Protection Policy
Ausbon Sargent Land Preservation Trust (2004)
.doc .pdf
Appendix 8B2: Project Selection and Criteria
Project Selection Criteria For Conservation Easements
Barrington Hills Conservation Trust (2004)
.doc .pdf
Appendix 8B3: Project Selection and Criteria
Sample Conservation Easement Engagement Letter (Prior to Site Visit)
Colorado Open Lands (2004)
.doc .pdf
Appendix 8B4: Project Selection and Criteria
Project Process Checklist
Colorado Open Lands (2004)
.doc .pdf
Appendix 8B5: Project Selection and Criteria
Project Selection Criteria
Colorado Open Lands (2004)
.doc .pdf
Appendix 8B6: Project Selection and Criteria
Acquisition Criteria
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 8B7: Project Selection and Criteria
Selection Criteria
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 8B8: Project Selection and Criteria
Land Acquisition Checklist (internal)
Green Mountain Conservation Group (2004)
.doc .pdf
Appendix 8B9: Project Selection and Criteria
Land Protection Internal Policies and Procedures
Green Mountain Conservation Group (2004)
.doc .pdf
Appendix 8B10: Project Selection and Criteria
Land Acquisition Policies (public)
Green Mountain Conservation Group (2004)
.doc .pdf
Appendix 8B11: Project Selection and Criteria
Project Tracking Sheet
Minnesota Land Trust (2004)
.doc .pdf
Appendix 8B12: Project Selection and Criteria
Project Approval Checklist
Land Trust of Napa County (2004)
.doc .pdf
Appendix 8B13: Project Selection and Criteria
Criteria for Conservation Projects
Oconee River Land Trust (2004)
.doc .pdf
Appendix 8B14: Project Selection and Criteria
Selection Process for Conservation Projects
Oconee River Land Trust (2004)
.doc .pdf
Appendix 8B15: Project Selection and Criteria
Conservation Easement Checklist
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 8B16: Project Selection and Criteria
Donation of Conservation Easement Checklist
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 8B17: Project Selection and Criteria
Donation of Fee Checklist
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 8B18: Project Selection and Criteria
Land Protection Policy
Anonymous (2004)
.pdf
Appendix 8B19: Project Selection and Criteria
Telephone Request for Land Protection Assistance
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 8B20: Project Selection and Criteria
Conservation Easement Procedures
Tall Timbers (2004)
.doc .pdf
Appendix 8B21: Project Selection and Criteria
Project Process: Farm Easement Purchase
Vermont Housing & Conservation Board (2004)
.doc .pdf
Appendix 8B22: Project Selection and Criteria
Project Process: Farm Easement Purchase
Vermont Housing & Conservation Board (2004)
.doc .pdf
Appendix 8B23: Project Selection and Criteria
Community Project Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B24: Project Selection and Criteria
Conservation Easement Donation Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B25: Project Selection and Criteria
Conservation Easement Donation - Small Parcel Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B26: Project Selection and Criteria
"Due Dilligence" Checklist - Land Gift and Land Sale
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B27: Project Selection and Criteria
Fee Donation Checklist
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B28: Project Selection and Criteria
Fee Land - Pre-closing Checklist
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B29: Project Selection and Criteria
Local Farm Project Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B30: Project Selection and Criteria
Checklist for Project Selection Criteria
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B31: Project Selection and Criteria
Statewide Farm Project Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B32: Project Selection and Criteria
Sugarbush Project Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 8B33: Project Selection and Criteria
Project Approval Checklist: Conservation Easement
Napa County Land Trust (CA) ()
.doc .pdf
Appendix 8B34: Project Selection and Criteria
Project Approval Checklist: Fee Simple Gift
Napa County Land Trust (CA) ()
.doc .pdf
Appendix 8B35: Project Selection and Criteria
Project Approval Checklist: Tradeland
Napa County Land Trust (CA) ()
.doc .pdf
Appendix 8B36: Project Selection and Criteria
Policy Regarding Acceptance of Open Space or Conservation Easements in Land Developments
Generic (1997)
.doc .pdf
Appendix 8B37: Project Selection and Criteria
Land Protection Policies and Acquisition Criteria
Lakes Region Conservation Trust (NH) ()
.doc .pdf
Appendix 8B38: Project Selection and Criteria
Land and Easement Acquisition Policies
Little Traverse Conservancy (MI) ()
.doc .pdf
Appendix 8B39: Project Selection and Criteria
Preliminary Project Summary
Minnesota Land Trust (2004)
.doc .pdf
Appendix 8B40: Project Selection and Criteria
Preliminary Project Summary
Minnesota Land Trust (2004)
.doc .pdf
Appendix 8B41: Project Selection and Criteria
Bequest Disposition Policy
Piedmont Land Conservancy (2004)
.doc .pdf
Appendix 8B42: Project Selection and Criteria
Open Space Acceptance Policy
Black Warrior-Cahaba Rivers Land Trust (2004)
.doc .pdf
Appendix 8B43: Project Selection and Criteria
Bequest Policy
Piedmont Land Conservancy (2004)
.doc .pdf
Appendix 8B44: Project Selection and Criteria
Project selection and prioritization policy
Piedmont Land Conservancy (2004)
.doc .pdf
Appendix 8B45: Project Selection Criteria
Project evaluation matrix
Calusa Land Trust (2004)
.doc .pdf
Appendix 8B46: Project Selection and Criteria
Easement Acquisition Criteria
(2004)
.pdf
Appendix 8B47: Project Selection and Criteria
Acceptance Criteria for Conservation Easements
Grand Traverse Regional Land Conservancy (2004)
.pdf
Appendix 8B48: Project Selection and Criteria
Property Evaluation
Kinnickinnic River Land Trust (2004)
.pdf
Appendix 8B49: Project Selection and Criteria
Criteria for Evaluating Land Protection Proposals
Minnesota Land Trust (2004)
.pdf
Appendix 8B50: Project Selection and Criteria
Conservation Values Assessment Criteria
Palmer Land Trust (2004)
.pdf
Appendix 8B51: Project Selection and Criteria
Property Scoring Sheet
Southwest Michigan Land Conservancy (2004)
.pdf
Appendix 8B52: Project Selection and Criteria
Land and Conservation Easement Project Selection Criteria and Checklists
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 8B54: Project Selection and Criteria
Colorado Open Lands’ Project Intake and Selection Guidelines
Colorado Open Lands (2007)
.pdf
Appendix 8B55: Project Selection and Criteria
Conservation Project Checklist
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 8B56: Project Selection and Criteria
Conservation Easement Acquisitions Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 8B57: Project Selection and Criteria
Criteria for Accepting Conservation Easements
Tall Timbers Land Conservancy (2007)
.doc .pdf
Appendix 8C1: Federal and State Requirements
Conservation Tax Credit State by State Comparison
North Carolina Department of Environment and Natural Resources (2004)
.pdf
Appendix 8D2: Public Benefit of Transactions
Public Benefit Analysis and Other Information Relevant to Findings
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 8E1: Site Inspection
Land Visit Checklist
Green Mountain Conservation Group (2004)
.doc .pdf
Appendix 8F1: Documenting Conservation Values
Site Analysis -- Cultural Historic Geologic Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F2: Documenting Conservation Values
Site Analysis -- Forest Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F3: Documenting Conservation Values
Site Analysis -- Natural Ecological Resouces
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F4: Documenting Conservation Values
Site Analysis -- Recreational Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F5: Documenting Conservation Values
Site Analysis -- Water Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F6: Documenting Conservation Values
Site Analysis -- Agricultural Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8F7: Documenting Conservation Values
Site Analysis -- Scenic Resources
Vermont Land Trust (2004)
.doc .pdf
Appendix 8G1: Project Planning
Project Information Form
Colorado Open Lands (2004)
.doc
Appendix 8G2: Project Planning
Conservation Planning Data Sheet
Maine Coast Heritage Trust (2004)
.doc
Appendix 8G3: Project Planning
Sample Conservation Plan
Maine Coast Heritage Trust (2004)
.doc
Appendix 8G4: Project Planning
Conservation Easement Information Sheet
Society for the Protection of NH Forests (2004)
.doc
Appendix 8G5: Project Planning
Land Acquisition Information Sheet
Society for the Protection of NH Forests (2004)
.doc
Appendix 8G6: Project Planning
New Project Worksheet
Upper Valley Land Trust (2004)
.doc
Appendix 8G7: Project Planning
When to Talk with Stewardship Letter
Vermont Land Trust (2009)
.doc .pdf
Appendix 8G8: Project Planning
Easement Information Form
NJCF (2006)
.pdf
Appendix 8G9: Project Planning
Project Plan for a Conservation Easement Utilizing a Property Map and Supporting Information: Columbia Land Conservancy’s Conservation Easement Information Form
Columbia Land Conservancy (2007)
.pdf
Appendix 8G10: Project Planning
Project Planning Template
(2007)
.pdf
Appendix 8G11: Project Planning
Board Approval Letter
Oconee River Land Trust - An Accredited Land Trust (2007)
Appendix 8H1: Evaluating the Best Conservation Tool
Landowner Questionaire -- To aid the Land Trust in tailoring conservation easements to landowner Land protection and financial planning goals.
The Ausbon Sargent Land Preservation Trust (2004)
.doc .pdf
Appendix 8H2: Evaluating the Best Conservation Tool
Landowner Questionnaire
Ausbon Sargent Land Preservation Trust (2004)
.doc .pdf
Appendix 8H3: Evaluating the Best Conservation Tool
Agenda First Metting with Landowner
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 8H4: Evaluating the Best Conservation Tool
Landowner Checklist
Vermont Land Trust (2004)
.doc .pdf
Appendix 8H5: Evaluating the Best Conservation Tool
Term Easements Position Paper
Vermont Land Trust (2004)
.doc .pdf
Appendix 8H6: Evaluating the Best Conservation Tool
Protecting Your Land: Conservation Options for New Hampshire Landowners
Society for the Protection of New Hampshire Forests ()
.doc .pdf
Appendix 8H7: Evaluating the Best Conservation Tool
Land Conservation Options for the Landowner
Vermont Land Trust ()
.doc .pdf
Appendix 8H8: Evaluating the Best Conservation Tool
Application for Land Protection
Green Mountain Conservation Group (NH) ()
.doc .pdf
Appendix 8H10: Evaluating the Best Conservation Tool
Conservation easement primer
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 8J1: Partnership Documentation
Partnership Agreement
Colorado Cattlemens Agricultural Land Trust (2004)
.doc .pdf
Appendix 8J2: Partnership Documentation
Partnership Policy
Colorado Cattlemens Agricultural Land Trust (2004)
.doc .pdf
Appendix 8J4: Partnership Documentation
MOU between Two Land Trusts
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 8J5: Partnership Documentation
MOU between Two Land Trusts
Vermont Land Trust (2004)
.doc .pdf
Appendix 8J6: Partnership Documentation
Memorandum of Understanding
Vermont Land Trust (2004)
.doc .pdf
Appendix 8J7: Partnership Documentation
Collaboration Agreement between the Cadillac Area Land Conservancy, the Grand Traverse Regional Land Conservancy, and the Points Betsie to Sable Land Conservancy
Grand Traverse Regional Land Conservancy (MI) ()
.doc .pdf
Appendix 8J8: Partnership Documentation
Joint Venture Agreement
Trust for Public Land ()
.doc .pdf
Appendix 8K1: Evaluating Risks
Benefits and Risk Assessment
Oconee River Land Trust (2004)
.doc .pdf
Appendix 8M1: Public Issues
Public Advocacy Guidelines
Vermont Land Trust (2004)
.doc .pdf
Standard 9: Ensuring Sound Transactions
Appendix 9A1: Legal Review and Technical Expertise
Easement Donation Pre-Closing Checklist
Vermont Land Trust (2004)
.doc .pdf
Appendix 9A2: Legal Review and Technical Expertise
RDs Closing Information Sheet for Donated Conservation Easements
Vermont Land Trust (2004)
.doc .pdf
Appendix 9B1: Independent Legal Advice
Attorney Waiver
Middle Park Land Trust (2004)
.doc .pdf
Appendix 9C1: Environmental Due Diligence for Hazardous Materials
Environmental Site Assessment Form
Minnesota Land Trust (2004)
.doc .doc .pdf
Appendix 9C2: Environmental Due Diligence for Hazardous Materials
Checklist for Hazardous Waste, Preliminary Site Evaluation
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 9C3: Environmental Due Diligence for Hazardous Materials
Hazardous Waste Inquiry to Town
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 9C4: Environmental Due Diligence for Hazardous Materials
Land Acquisition Hazardous Waste Policy
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 9C5: Environmental Due Diligence for Hazardous Materials
Hazardous Waste Assessment
The Nature Conservancy (2004)
.doc .pdf
Appendix 9C6: Environmental Due Diligence for Hazardous Materials
Environmental Inspection Report
Little Traverse Conservancy (MI) ()
.doc .pdf
Appendix 9C7: Environmental Due Diligence for Hazardous Materials
Environmental Assessment Form
The Nature Conservancy ()
.doc .pdf
Appendix 9E1: Easement Drafting
Agricultural Conservation Easement
American Farmland Trust (2004)
.doc .pdf
Appendix 9E2: Easement Drafting
Agricultural Conservation Easement
Marin Agricultural Land Trust (2004)
.pdf
Appendix 9E3: Easement Drafting
Colorado Conservation Easement
Colorado Open Lands (2004)
.doc .pdf
Appendix 9E4: Easement Drafting
Conservation Easement Drafting Guidelines
Colorado Open Lands (2004)
.doc .pdf
Appendix 9E5: Easement Drafting
Conservation Easement Template
CWMTF (2004)
.doc .pdf
Appendix 9E6: Easement Drafting
Forever-Wild Conservation Easement
Karin Marchetti Ponte (2004)
.pdf
Appendix 9E7: Easement Drafting
MD Conservation Easement
Maryland Environmental Trust (2004)
.pdf
Appendix 9E8: Easement Drafting
MI Conservation Easement
(2004)
.doc .pdf
Appendix 9E9: Easement Drafting
MN Conservation Easement
Minnesota Land Trust (2004)
.pdf
Appendix 9E10: Easement Drafting
Resource Protection Conservation Easement
Karin Marchetti Ponte (2004)
.doc .pdf
Appendix 9E11: Easement Drafting
Criteria -- Resolving the Stewardship Cost vs Resource Protection Conflict
Vermont Land Trust (2004)
.doc .pdf
Appendix 9E12: Easement Drafting
Easement Drafting and Administration Guidelines
Vermont Land Trust (2004)
.doc .pdf
Appendix 9E13: Easement Drafting
Moving Stewardship to the Front of the Easement Drafting Process
Vermont Land Trust (2004)
.doc .pdf
Appendix 9E14: Easement Drafting
Deed of Conservation Easement in Gross
Aspen Valley Land Trust (2004)
.doc .pdf
Appendix 9E15: Easement Drafting
Sample Conservation Easement
Colorado Cattlemen''s Agricultural Land Trust (2004)
.doc .pdf
Appendix 9E16: Easement Drafting
Deed of Conservation Easement for Ranch
The Jackson Hole Land Trust (2004)
.doc .pdf
Appendix 9E17: Easement Drafting
Deed of Conservation Easement for Ranch
The Jackson Hole Land Trust (2004)
.doc .pdf
Appendix 9E18: Easement Drafting
Deed of Conservation Easement
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 9E19: Easement Drafting
Sample Conservation Easement
The Nature Conservancy (2004)
.doc .pdf
Appendix 9E20: Easement Drafting
Sample Design Criteria Clauses
The Nature Conservancy (2004)
.doc .pdf
Appendix 9E21: Easement Drafting
Sample Habitat Protection Clauses
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 9E22: Easement Drafting
Sample Forestry Harvest Clauses
The Nature Conservancy (2004)
.doc .pdf
Appendix 9F1: Documentation of Purposes and Responsibilities
MOU: VLT and Stowe Land Trust
Vermont Land Trust (2004)
.doc .pdf
Appendix 9F2: Documentation of Purposes and Responsibilities
MOU: VLT and VHCB
Vermont Land Trust (2004)
.doc .pdf
Appendix 9F3: Documentation of Purposes and Responsibilities
Landowner Agreement
Wildlife Habitat Canada (2004)
.doc .pdf
Appendix 9F4: Documentation of Purposes and Responsibilities
Landowner Guidelines
Ausbon Sargent Land Preservation Trust (NH) ()
.doc .pdf
Appendix 9F5: Documentation of Purposes and Responsibilities
Example Lease
Essex County Greenbelt Association (MA) ()
.doc .pdf
Appendix 9F6: Documentation of Purposes and Responsibilities
Park Management Agreement
Scenic Hudson (NY) ()
.doc .pdf
Appendix 9F7: Documentation of Purposes and Responsibilities
Policy on Land Protection Costs
Vermont Land Trust ()
.doc .pdf
Appendix 9F8: Documentation of Purposes and Responsibilities
General Guidelines for Conservation Easement Projects
Brandywine Conservancy (2004)
.doc .pdf
Appendix 9F9: Documentation of Purposes and Responsibilities
What are the Costs of Creating a Conservation Easement?
Grand Traverse Regional Land Conservancy (2004)
.pdf
Appendix 9F10: Documentation of Purposes and Responsibilities
Standard Easement Project Proposal Letter
Brandywine Conservancy (2004)
.doc .pdf
Appendix 9F11: Documentation of Purposes and Responsibilities
Timeline for Easement Donation
Edisto Island Open Land Trust - An Accredited Land Trust (2008)
.pdf
Appendix 9G1: Recordkeeping
DCS for LTA
Bedminster Land Cons (2004)
.pdf .xls
Appendix 9G2: Recordkeeping
Hard Files - Policies and Procedures
Colorado Open Lands (2004)
.doc .pdf
Appendix 9G3: Recordkeeping
Conservation Easement Monitoring Report - Photography Chain of Custody Template
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 9G4: Recordkeeping
Project Files - Structure and Content
Minnesota Land Trust (2004)
.doc .pdf
Appendix 9G5: Recordkeeping
Conservation Connections Description
Society Prot NH Forests (2004)
.doc .pdf
Appendix 9G6: Recordkeeping
Conservation Connections Extensive Description
Society Prot NH Forests (2004)
.doc .pdf
Appendix 9G7: Recordkeeping
CR Archive Binder
Sudbury Valley Trustees (2004)
.pdf
Appendix 9G8: Recordkeeping
CR Binder File Locations
Sudbury Valley Trustees (2004)
.pdf
Appendix 9G9: Recordkeeping
Archiving Chart List of documents
Vermont Land Trust (2004)
.doc .pdf
Appendix 9G10: Recordkeeping
Project Files-Structure and Content
Minnesota Land Trust (Jane Prohaska) (2004)
.doc .pdf
Appendix 9G11: Recordkeeping
Project Information Reports and Lists
Minnesota Land Trust (Jane Prohaska) (2004)
.doc .pdf
Appendix 9G12: Recordkeeping
Recordkeeping Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 9G13: Recordkeeping
Records Policy
The Land Conservancy of New Jersey - An Accredited Land Trust (2009)
.pdf
Appendix 9G14: Recordkeeping
Records Policies
McKenzie River Trust - An Accredited Land Trust (2007)
.pdf
Appendix 9H1: Title Investigation and Subordination
Mortgage Subordination Agreement
American Farmland Trust (2004)
.doc .pdf
Appendix 9H2: Title Investigation and Subordination
Land Trust Letter to Bank - Mortgage Subordination
Paul Snyder, Esq. (2004)
.pdf
Appendix 9H3: Title Investigation and Subordination
Project Counsel Letter to Landowner
Vermont Land Trust (2004)
.doc .pdf
Appendix 9H4: Title Investigation and Subordination
Title Standards for Conservation Projects
Vermont Land Trust (2004)
.doc .pdf
Appendix 9J1: Purchasing Land
Acquisition and Disposition of Property Interests - Purchase of Easements
Vermont Land Trust (2004)
.doc .pdf
Appendix 9J2: Purchasing Land
Acquisition and Disposition of Property Interests - Purchase of Conservation Property
Vermont Land Trust (2004)
.doc .pdf
Appendix 9K1: Selling Land or Easements
Acquisition and Disposition of Property Interests - Purchase of Easements (Private Buyer)
Vermont Land Trust (2004)
.doc .pdf
Appendix 9K2: Selling Land or Easements
Resale of Fee Property Checklist
Vermont Land Trust (2004)
.doc .pdf
Appendix 9K3: Selling Land or Easements
Policy on the Receipt, Ownership, Sale and
Transfer of Marketable Assets
Hudson Highlands Land Trust - An Accredited Land Trust (2007)
.doc .pdf
Appendix 9L1: Transfers and Exchanges of Land
Acquisition and Disposition of Property Interests – Purchase of Easements (public transferee)
Vermont Land Trust (2004)
.doc .pdf
Appendix 9L2: Transfers and Exchanges of Land
Policy on the Receipt, Ownership, Sale and Transfer of Marketable Assets
Hudson Highlands Land Trust - An Accredited Land Trust (2007)
.doc .pdf
Standard 10: Tax Benefits
Appendix 10A1: Tax Code Requirements
Representations Regarding Tax Matters
Hudson Highlands Land Trust (2004)
.doc .pdf
Appendix 10A2: Tax Code Requirements
Guide to the Tax Benefits of Donating a Conservation Easement
C. Timothy Lindstrom, Esq. (2004)
.pdf
Appendix 10A3: Tax Code Requirements
IRS Deductibility Criteria
Vermont Land Trust (2004)
.doc .pdf
Appendix 10B1: Appraisals
Appraisal Fact Sheet
Minnesota Land Trust (2004)
.doc .pdf
Appendix 10B2: Appraisals
Appraiser List -- MN
Minnesota Land Trust (2004)
.doc .pdf
Appendix 10B3: Appraisals
IRS Appraisal Requirements
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 10B4: Appraisals
Specifications for Fee Simple Appraisals of Conservation Properties
Vermont Housing & Conservation Board (2004)
.doc .pdf
Appendix 10B5: Appraisals
IRS Appraisal Requirements
Vermont Land Trust (2004)
.doc .pdf
Appendix 10B6: Appraisals
Baseline Inventory Letter
Montana Land Reliance (2004)
.pdf
Appendix 10B7: Appraisals
Landowner Appraisal Letter
Society of the Protection of New Hampshire Forests (2004)
.pdf
Appendix 10C1: No Assurance on Donor Deductibility or Tax Benefits
Representation Regarding Tax Implications of Conservation Easement Donations
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 10D1: Donee Responsibilities - IRS Forms 8282 and 8283
Appraisal Seems High Letter
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 10D2: Donee Responsibilities - IRS Forms 8282 and 8283
Letter to Landowner
Rocky Mountain Elk Foundation (2004)
.doc .pdf
Appendix 10D3: Donee Responsibilities - IRS Forms 8282 and 8283
Appraisal Policy and Operating Procedures
Triangle Land Conservancy (2004)
.doc .pdf
Appendix 10D4: Donee Responsibilities - IRS Forms 8282 and 8283
Landowner Appraisal Letter
Triangle Land Conservancy (2004)
.doc .pdf
Standard 11:
Appendix 11A3: Funding Easement Stewardship
Stewardship Fund - Donation Policy
Jo Daviess Conservation Foundation (2004)
.doc .pdf
Appendix 11A4: Funding Easement Stewardship
Project Funding Policy
Minnesota Land Trust (2004)
.doc .pdf
Appendix 11B24: Baseline Documentation Report
Baseline Documentation Procedures and Outline
Teton Regional Land Trust - An Accredited Land Trust (2008)
.pdf
Appendix 11B25: Baseline Documentation Report
Baseline Documentation Reports
Teton Regional Land Trust - An Accredited Land Trust (2010)
.pdf
Appendix 11A1: Funding Easement Stewardship
Why Do We Monitor Our Properties?
Ausbon Sargent Land Preservation Trust (2004)
.doc .pdf
Appendix 11A2: Funding Easement Stewardship
Stewardship Fund - Explanation of Costs
Bedminster Land Conservancy (2004)
.pdf .xls
Appendix 11A5: Funding Easement Stewardship
Conservation Easement Stewardship Costs and Funding
Center for Land Conservation Assistance (2004)
.doc .pdf
Appendix 11A6: Funding Easement Stewardship
Stewardship Endowment Policy
Vermont Land Trust (2004)
.doc .pdf
Appendix 11A7: Funding Easement Stewardship
Policy Regarding Donations to Endowment for Conservation Easement
Brandywine Conservancy (1997)
.doc .pdf
Appendix 11A8: Funding Easement Stewardship
Easement Endowment Calculation Form
Brandywine Conservancy (2004)
.doc .pdf
Appendix 11A9: Funding Easement Stewardship
Easement Preparation Cost Estimates
Brandywine Conservancy (2004)
.doc .pdf
Appendix 11A10: Funding Easement Stewardship
Easement Preparation Cost Estimates
Brandywine Conservancy (2004)
.doc .pdf
Appendix 11A11: Funding Easement Stewardship
Worksheet Calculating the Costs of Stewardship and Defense of a Conservation Easement and the Endowment Needed to Support It
Colorado Open Lands (2004)
.doc .pdf
Appendix 11A12: Funding Easement Stewardship
Estimated Annual Conservation Easement Administration Costs per Subdivision Right
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 11A13: Funding Easement Stewardship
Conservation Easement Stewardship & Monitoring Fund and Legal Defense Fund for Conservation Properties
Conservation Trust for North Carolina (2004)
.doc .pdf
Appendix 11A14: Funding Easement Stewardship
Stewardship Fund: Questions and Answers
Jackson Hole Land Trust (2004)
.doc .pdf
Appendix 11A15: Funding Easement Stewardship
Conservation Easement Project Cost Analysis 2002
Minnesota Land Trust (2004)
.doc .pdf
Appendix 11A16: Funding Easement Stewardship
Conservation Easement Project Cost Analysis 2002
Minnesota Land Trust (2004)
.pdf .xls
Appendix 11A17: Funding Easement Stewardship
General Conservation Easement Donation Worksheet 2004
Vermont Land Trust (2004)
.pdf .xls
Appendix 11A18: Funding Easement Stewardship
Statewide Farm Cost Sheet 2004
Vermont Land Trust (2004)
.pdf .xls
Appendix 11A19: Funding Easement Stewardship
Stewardship Budget and Endowment Analysis
Vermont Land Trust (2004)
.doc .pdf
Appendix 11A20: Funding Easement Stewardship
Stewardship Budget and Endowment Analysis
Vermont Land Trust (2004)
.doc .pdf
Appendix 11A21: Funding Easement Stewardship
Stewardship Endowment Worksheet
Black Warrior-Cahaba Rivers Land Trust (2004)
.pdf .xls
Appendix 11A22: Funding Easement Stewardship
Conservation Easement Stewardship Fund Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2005)
.doc .pdf
Appendix 11B1: Baseline Documentation Report
Baseline Inventory Procedures Manual
Five Valleys Land Trust (2004)
.doc .pdf
Appendix 11B2: Baseline Documentation Report
Baseline Documentation Policy - Board Adopted
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 11B3: Baseline Documentation Report
Landowner Assistant Conservation Easement Fee Schedule - Baseline Documentation
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11B4: Baseline Documentation Report
Baseline Documentation Report Template
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11B5: Baseline Documentation Report
Baseline Documentation Report Template
Oconee River Land Trust (2004)
.doc .pdf
Appendix 11B6: Baseline Documentation Report
Baseline Documentation Checklist
Rockingham Land Trust (2004)
.doc .pdf
Appendix 11B7: Baseline Documentation Report
Baseline Documentation Field Form
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11B8: Baseline Documentation Report
Baseline Documentation Report Template
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11B9: Baseline Documentation Report
Acknowledgement of Baseline Documentation
Sudbury Valley Trustees (2004)
.pdf
Appendix 11B10: Baseline Documentation Report
Baseline Inspection Checklist
Sudbury Valley Trustees (2004)
.pdf
Appendix 11B11: Baseline Documentation Report
Baseline Documentation Outline
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11B12: Baseline Documentation Report
Baseline Documentation Report Template
Upper Valley Land Trust (2004)
.doc .pdf
Appendix 11B13: Baseline Documentation Report
Baseline Documentation Report Template
Vermont Land Trust (2004)
.doc .pdf
Appendix 11B14: Baseline Documentation Report
BDR Check List: VHCB Projects
Vermont Land Trust (2004)
.doc .pdf
Appendix 11B15: Baseline Documentation Report
Baseline Inventory File Checklist
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 11B16: Conservation Easement Stewardship
Baseline Documentation Report
Lancaster Farmland Trust (2007)
.pdf
Appendix 11B16A: Conservation Easement Stewardship
Baseline Documentation Report
Lancaster Farmland Trust (2007)
.pdf .pdf
Appendix 11B17: Conservation Easement Stewardship
Baseline Documentation Report
Lancaster Farmland Trust (2007)
.pdf
Appendix 11B17A: Conservation Easement Stewardship
Baseline Documentation Report
Lancaster Farmland Trust (2007)
.pdf
Appendix 11B18: Baseline Documentation Report
Conservation Easement Baseline Declarations
Peninsula Open Space Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 11B19: Baseline Documentation Report
Interim Baseline Documentation Checklist
Leelanau Conservancy - An Accredited Land Trust (2007)
.doc .pdf
Appendix 11B20: Baseline Documentation Report
Baseline Documentation Report
Leelanau Conservancy - An Accredited Land Trust (2007)
.doc .pdf
Appendix 11B21: Baseline Documentation Report
Baseline Documentation Checklist
Leelanau Conservancy - An Accredited Land Trust (2008)
.doc .pdf
Appendix 11B22: Baseline Documentation Report
Baseline Documentation Policy
Kansas Land Trust (2010)
.doc .pdf
Appendix 11B23: Baseline Documentation Report Policy
Baseline Documentation Report Policy
The Monadnock Conservancy (2010)
.doc .pdf
Appendix 11B26: Baseline Documentation Report
Baseline Documentation Report
McKenzie River Trust - An Accredited Land Trust (2010)
.pdf
Appendix 11C1: Easement Monitoring
Annual Monitoring Report
Bedminster Land Conservancy (2004)
.pdf .xls
Appendix 11C2: Easement Monitoring
Monitoring Policy
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 11C3: Easement Monitoring
Conservation Easement Monitoring Report Sample
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11C4: Easement Monitoring
Conservation Easement Monitoring Report - Photography Affidavit Template
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11C5: Easement Monitoring
Conservation Easement Annual Site Review
Legacy Land Trust (2004)
.doc .pdf
Appendix 11C6: Easement Monitoring
Conservation Easement Aerial Monitoring Abstract
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11C7: Easement Monitoring
Conservation Easement File Outline for Monitoring
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11C8: Easement Monitoring
Conservation Easement Stewardship Visit Checklist
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11C9: Easement Monitoring
Grantee Easement Monitoring Report
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11C10: Easement Monitoring
Conservation Restriction Baseline Inspection Report
Sudbury Valley Trustees (2004)
.pdf
Appendix 11C11: Easement Monitoring
Conservation Restriction Photography Affidavit
Sudbury Valley Trustees (2004)
.pdf
Appendix 11C12: Easement Monitoring
Digital Photos Chain of Custody Record
Sudbury Valley Trustees (2004)
.pdf
Appendix 11C13: Easement Monitoring
Monitoring Checklist
Sudbury Valley Trustees (2004)
.pdf
Appendix 11C14: Easement Monitoring
Monitoring Procedure
Tall Timbers (2004)
.doc .pdf
Appendix 11C15: Easement Monitoring
Monitoring Form
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11C16: Easement Monitoring
Procedures List for Monitoring
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11C17: Easement Monitoring
Monitoring Report
Vermont Land Trust (2004)
.doc .pdf
Appendix 11C18: Easement Monitoring
Monitoring Standards
Vermont Land Trust (2004)
.doc .pdf
Appendix 11C19: Easement Monitoring
Monitoring Policy
Westchester Land Trust (2004)
.doc .pdf
Appendix 11C20: Easement Monitoring
Annual Monitoring Report 2004
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 11C21: Easement Monitoring
Follow-Up Monitoring Letter 2003
Columbia Land Conservancy (2004)
.doc .pdf
Appendix 11C22: Easement Monitoring
Follow Up Landowner Monitoring Letter
Grand Traverse Regional Land Conservancy (2004)
.doc .pdf
Appendix 11C23: Easement Monitoring
Post-Monitoring Letter
Marin Agricultural Land Trust (2004)
.doc .pdf
Appendix 11C24: Easement Monitoring
Initial Landowner Monitoring Contact Letter
Taos Land Trust (2004)
.doc .pdf
Appendix 11C28: Easement Monitoring
Easement Monitor Inspection Report
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 11C29: Easement Monitoring
Stewardship monitoring report
Clean Water Management Trust Fund, State of North Carolina (2008)
.doc
Appendix 11C30: Easement Monitoring
Training guide for monitoring conservation easements from the Upper Valley Land Trust
Upper Valley Land Trust (2009)
.pdf
Appendix 11C31: Easement Monitoring
Conservation Easement Stewardship Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 11C32: Easement Monitoring
Monitoring Training Manual
Montezuma Land Conservancy - An Accredited Land Trust (2010)
.pdf
Appendix 11D1: Landowner Relationships
Letter to New Owner of Conservation Easement Land
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 11D2: Landowner Relationships
Stewardship Principles
Tri-Valley Conservancy (2004)
.doc .pdf
Appendix 11D3: Landowner Relationships
Stewardship Principles
Vermont Land Trust (2004)
.doc .pdf
Appendix 11D4: Landowner Relationships
Successor Owner Initiative
Vermont Land Trust (2004)
.doc .pdf
Appendix 11D5: Landowner Relationships
Conservation Easement Stewardship Program
Minnesota Land Trust (2004)
.doc .pdf
Appendix 11D6: Landowner Relationships
Stewards of the Land - a publication for owners of land conserved with the Vermont Land Trust
Vermont Land Trust (2004)
.pdf
Appendix 11D7: Landowner Relationships
Stewards of the Land - a publication for owners of land conserved with the Vermont Land Trust
Vermont Land Trust (2004)
.pdf
Appendix 11D8: Landowner Relationships
Stewards of the Land - a publication for owners of land conserved with the Vermont Land Trust
Vermont Land Trust (2004)
.pdf
Appendix 11D9: Landowner Relationships
Stewards of the Land - a publication for owners of land conserved with the Vermont Land Trust
Vermont Land Trust (2004)
.pdf
Appendix 11D10: Landowner Relationships
Stewards of the Land - a publication for owners of land conserved with the Vermont Land Trust
Vermont Land Trust (2004)
.pdf
Appendix 11D11: Landowner Relationships
Successor Landowner Policy
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11D12: Landowner Relationships
Landowner Communication and Negotiation Policy
Montezuma Land Conservancy - And Accredited Land Trust (2009)
.pdf
Appendix 11D13: Landowner Relationships
Conservation Easement Owner's Manual
Southern Appalachian Highlands Conservancy - An Accredited Land Trust (2010)
.pdf
Appendix 11D14: Landowner Relationships
Property Visit Preference Form
Jefferson Land Trust - An Accredited Land Trust (2008)
.pdf
Appendix 11E1: Enforcement of Easements
Conservation Easement Compliance Incident Report template
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11E2: Enforcement of Easements
Violation Procedures
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 11E3: Enforcement of Easements
Estoppel Certificate General
(2004)
.doc .pdf
Appendix 11E4: Enforcement of Easements
Estoppel Certificate for Bank
(2004)
.doc .pdf
Appendix 11E6: Enforcement of Easements
Partial Compilation of Conservation Easement Litigation
(2004)
.doc .pdf
Appendix 11E7: Enforcement of Easements
Conservation Restriction Violation Response Policy
Sudbury Valley Trustees (2004)
.doc .pdf
Appendix 11E8: Enforcement of Easements
Violation Procedures
Tall Timbers (2004)
.doc .pdf
Appendix 11E9: Enforcement of Easements
Enforcement of Easement Guidelines
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11E10: Enforcement of Easements
Violations Principles
Vermont Land Trust (2004)
.doc .pdf
Appendix 11E12: Enforcement of Easements
Draft Conservation Easement Violation Policy
Brandywine Conservancy (1997)
.doc .pdf
Appendix 11E13: Enforcement of Easements
Conservation Stewardship Program Third Party Enforcement Principles & Considerations
Vermont Land Trust (2004)
.doc .pdf
Appendix 11E14: Enforcement of Easements
Conservation Easement Enforcement Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 11F1: Reserved and Permitted Rights and Approvals
Exercise of Reserved Rights
Colorado Open Lands (2004)
.doc .pdf
Appendix 11F2: Reserved and Permitted Rights and Approvals
Reserved Right Policy
Jo Daviess Conservation Found (2004)
.doc .pdf
Appendix 11F3: Reserved and Permitted Rights and Approvals
Reserved Rights Approval Form
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11F4: Reserved and Permitted Rights and Approvals
Request Approval Principles & Considerations
Vermont Land Trust (2004)
.doc .pdf
Appendix 11F5: Reserved and Permitted Rights and Approvals
Reserved Rights Policy
Southern Appalachian Highlands Conservancy - An Accredited Land Trust (2009)
.pdf
Appendix 11G1: Contingency Plans/Backups
Grant of Executory Interest
Vermont Land Trust (2004)
.doc .pdf
Appendix 11H1: Contingency Plans for Backup Holder
Conservation Stewardship Program: Accepting Conservation Easements Philosophy
Vermont Land Trust (2004)
.doc .pdf
Appendix 11H2: Contingency Plans for Backup Holder
Grant of Executory Interest
Vermont Land Trust (2004)
.doc .pdf
Appendix 11H3: Contingency Plans for Backup Holder
Grant of Executory Interest - use with a conservation easement
Vermont Land Trust (2004)
.doc .pdf
Appendix 11I2: Amendments
Conservation Easement Amendment Policy
Colorado Open Lands (2004)
.doc .pdf
Appendix 11I4: Amendments
Conservation Easement Amendment Policy
Gallatin Valley Land Trust - An Accredited Land Trust (2008) (2004)
.pdf
Appendix 11I5: Amendments
Conservation Easement Amendment Policy
Jo Daviess Conservation Found (2004)
.doc .pdf
Appendix 11I8: Amendments
Conservation Easement Amendment Policy
Tall Timbers (2004)
.doc .pdf
Appendix 11I9: Amendments
Conservation Easement Amendment Approval Form
Teton Regional Land Trust (2004)
.doc .pdf
Appendix 11I11: Amendments
Amendment Principles
Vermont Land Trust (2004)
.doc .pdf
Appendix 11I14: Amendments
Conservation Easement Amendment Policy
Society for the Protection of New Hampshire Forests (2008)
.doc .pdf
Appendix 11I15: Amendments
Conservation Easement Amendment Policy
The Land Trust for Santa Barbara County (2006)
.doc .pdf
Appendix 11I16: Amendments
Conservation Easement Amendment Information & Approval Form
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 11I17: Amendments
Conservation Easement Amendment Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2009)
.doc .pdf
Appendix 11I18: Amendments
Easement Amendment Policy
Tall Timbers Land Conservancy (2008)
.doc .pdf
Standard 12: Fee Land Stewardship
Appendix 12B1: Stewardship Principles
Land Management Philosophy Overview
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 12B2: Stewardship Principles
Reservation Use Policy
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 12B3: Stewardship Principles
Fee Stewardship Policy
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12B4: Stewardship Principles
Managing Fee Land Policy
Westchester Land Trust (2004)
.doc .pdf
Appendix 12B5: Stewardship Principles
Fee Property Stewardship Policy
Hudson Highlands Land Trust - An Accredited Land Trust (2008)
.doc .pdf
Appendix 12C1: Land Management
Suggested Management Plan Outline
Connemara Conservancy Foundation (2004)
.doc .pdf
Appendix 12C2: Land Management
Management Plan Outline
CT Land Trust Service Bureau (2004)
.doc .pdf
Appendix 12C3: Land Management
Standard Format Management Plan for Resource and Habitat Conservation Areas
Center for Natural Lands Management (2004)
.doc .pdf
Appendix 12C4: Land Management
Hultmark Preserve Management Plan
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12C5: Land Management
Management Plan Format
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12C6: Land Management
Management Plan
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12C7: Land Management
Policy for Reviewing and Adopting Management Plans
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12C8: Land Management
Paw Paw River Preserve Management Plan
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12C9: Land Management
Conservation Plan Template
Upper Valley Land Trust (2004)
.doc .pdf
Appendix 12C10: Land Management
Guide for Interim Management Plans
Vermont Housing & Conservation Board (2004)
.doc .pdf
Appendix 12C11: Land Management
Management Plan
Teton Regional Land Trust - An Accredited Land Trust (2008)
.pdf
Appendix 12D1: Monitoring Land Trust Properties
Stewardship Day Report Form
Southwest Michigan Land Conservancy (2004)
.doc .pdf
Appendix 12D2: Monitoring Land Trust Properties
Annual Monitoring Report (Fee Preserve)
The Nature Conservancy, CT (2004)
.doc .pdf
Appendix 12E1: Land Stewardship Administration
Post-closing Checklist - Fee Acquisition
Society for the Protection of NH Forests (2004)
.doc .pdf
Appendix 7F7: Personnel Policies
Personnel policies to provide all staff,
volunteers and consultants with a clear understanding of their roles and responsibilities, and GVLT’s rules and expectations.
Gallatin Valley Land Trust (2008)
.pdf
Appendix 7G2: Compensation and Benefits
Decription of benefits for staff
Gallatin Valley Land Trust (2008)
.pdf
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