Learn Practice Element 9G1: Adopting Recordkeeping Policies

Land Trust Standards and Practices, Practice 9G: Recordkeeping, includes three elements. This module addresses the second element, 9G2.

Land Trust Standards and Practices, Practice 9G: Recordkeeping, includes three elements. This module addresses the third element, 9G3.

This guidance covers Practice 9G: Recordkeeping.

Land Trust Standards and Practices, Practice 9F: Title Investigation and Recording, includes three elements. This module addresses the third element, 9F3.

Land Trust Standards and Practices, Practice 2C. Federal Tax Exemption, includes one element with four sub-elements. This module addresses Practice 2C1a: File a complete and accurate annual information return (Form 990 or equivalent) with the Internal Revenue Service (IRS).

Land Trust Standards and Practices, Practice 9D: Determining Property Boundaries, includes two elements. This six-minute module covers the second element, 9D2.

In this session, you will learn important tips and valuable resources for managing your data and organizing your records, including file and folder naming and numbering conventions, Excel spreadsheet basics and GIS tips that have Landscapes has used with hundreds of land trusts. ​

This is a records policy template by the Land Trust Accreditation Commission.

This is a sample Records Management Policy from the accredited Marin Agricultural Land Trust.

Establishing a consistent naming and numbering system allows you to access records and information consistently and rapidly.