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    Determining What Records to Keep

    Posted 2020
    Source
    Land Trust Alliance
    About This Document

    Should you to retain all those scraps of paper, voicemails, e-mails and other items related to the conservation easement to document the donor’s intent, state of mind and the course of the easement’s negotiation? This document provides guidance on developing a records retention schedule.

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    Disclaimer

    These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.

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    Membership Required

    This resource is a Land Trust Alliance member benefit for the staff, board and volunteers of land trust and affiliate member organizations, and Alliance donors at the Protector level.