Checklist for Ensuring Reports are Accurate

These are financial reports for board member review, including balance sheet, statement of financial position and budget comparison from the Land Trust Alliance.

This webinar will share innovative ideas for presenting financial reports so board members can better understand the financial picture of your land trust and focus on what is important.   ​ 

Join us to learn more about the systems your land trust needs to make tracking gifts and grants with donor restrictions accurate, consistent and easy to explain. In this webinar, you will learn how to reduce audit costs and prevent confusing records and reports on restricted gifts.

This checklist suggests policies, procedures and practices that can address risks that arise in each phase of the financial management cycle.

This document contains a checklist land trusts can use to manage risks associated with contracts.

This is a handy checklist for transactions from the Tax Benefits and Appraisals course book.

This guidance covers Practice 6A: Fiscal Health.

The Land Trust Alliance and Gathering Waters: Wisconsin’s Alliance for Land are collaborating to help you identify and assess risks using current risk management strategies that will help you ensure the permanence of your land trust and its conserved lands.

This template is checklist land trusts can use when considering a potential grant or contract.