Checklist for Transactions
Source
About This PDF
This transaction checklist will help ensure that your land and easement acquisitions meet the 2017 Land Trust Standards and Practices. The starred* items in blue are currently required for accreditation.
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Due Diligence Checklist - Donation
This is a handy checklist for transactions from the Tax Benefits and Appraisals course book.
Checklist of Required Standard Conservation Easement
Land trusts should use this checklist for every transaction. While not intended to be a complete list of topics that may be covered, the checklist includes certain matters that the Treasury Regulations require every conservation easement to address.
Checklist of Written Materials, Policies or Procedures
Practice 3D: Board Approval of Transactions
This guidance covers Practice 3D: Board Approval of Transactions.
Learn Practice Element 3D1: Board Approval of Land and Conservation Easement Transactions
This course covers Practice Element 3D1, Board Approval of Transactions.
Sample for Practice 11E1: Easement Violation Policy
A sample policy for responding to easement violations, including a process checklist from the accredited Marin Agricultural Land Trust.
Qualified Appraisal Checklist
This factsheet describes the components of and other considerations for a qualified appraisal.
Assessing Your Organization: The Key to Building Long-Term Success
Assessing Your Organization is a series of assessment tools designed to complement the 2017 Standards and Practices. This 15-minute course provides practical tips and guidance on how to make the AYO a productive learning experience for your land trust.