Learn Practice Element 9G1: Adopting Recordkeeping Policies

This guidance covers Practice 9G: Recordkeeping.

Land Trust Standards and Practices, Practice 6E. Risk Management and Insurance, include two elements. This module addresses Practice Element 6E2.

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

Land Trust Standards and Practices, Practice 11E: Conservation Easement Enforcement, includes three elements. This 25-minute module covers the first element:

Adopt a written policy and develop written procedures for documenting and responding to potential conservation easement violations

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.

This is a sample records policy from the accredited Bluegrass Conservancy.

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

This is a sample records retention policy from the accredited Tar River Land Conservancy.

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.