Learn Practice Element 9G2: Protecting Essential Original Documents

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

Land Trust Standards and Practices, Practice 9G: Recordkeeping, includes three elements. This module addresses the first element, 9G1.

This guidance covers Practice 9G: Recordkeeping.

Land Trust Standards and Practices, Practice 11B: Baseline Documentation Report, includes three elements. This module addresses the third element, 11B3.

Learn from Jessica Clough, Land Conservation Specialist at the Iowa Natural Heritage Foundation, who will share her land trust’s story and lessons learned when they moved from a spreadsheet-paper system to one centered around a robust database.

This guidance discusses basic rules of evidence that apply to the admission of documents most likely to be involved in conservation easement litigation. It also reviews best practices for records systems that are supportable in court and sustainable for the long-term.

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 records policy template by the Land Trust Accreditation Commission.