Endowment Issues

This is a sample spending policy for endowment and stewardship funds from the accredited Leelanau Conservancy.

This module addresses Land Trust Standards and Practices Practice Element 6D1: Establish written internal controls and accounting procedures, including segregation of duties, in a form appropriate for the scale of the land trust, to prevent the misuse or loss of funds.

Join long-time conservation attorney Karin Marchetti, Maine Coast Heritage Trust, as she lays out legal considerations for drafting amendment clauses and policies and what to do when faced with an amendment request to stay within the law and your conservation goals for the property. 

Land Trust Standards and Practices, Practice 6A. Fiscal Health, includes five elements. This module addresses Practice 6A5: Build and maintain dedicated or restricted funds sufficient to cover the long-term costs of stewarding and defending the land trust's land and conservation easements.

A sample easement monitoring report from the accredited Bainbridge Island Land Trust.