Due Diligence Checklist - Donation

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.

This factsheet describes the components of and other considerations for a qualified appraisal.

This course covers Practice Element 3D1, Board Approval of Transactions.

Closing a real estate purchase transaction should occur smoothly if a land trust completes all of its due diligence steps in a timely and thorough fashion, which will reduce the chance of unpleasant surprises.

A sample policy for board approval of land transactions from the accredited Hill Country Conservancy.

Land Trust Standards and Practices, Practice 5B: Accountability to Donors, includes four elements. This 12-minute module covers the second element, 5B2.