Reading Surveys

This guidance covers Practice 9D: Determining Property Boundaries.

This is a handy checklist for transactions from the Tax Benefits and Appraisals course book.

Due diligence is a term of art that most lawyers and real estate professionals use as easily as restaurant wait staff reciting the day’s specials. This document defines the term and provides context and examples of risks of not conducting due diligence.

This guidance covers Practice 9C: Environmental Due Diligence.

This document lays out when land trusts should develop a capital budget and provides a sample of one.

Whether to revise a budget is a complex question. This document lays out what the board needs to consider if they wish to revise their land trust's budget.

There are a hundred things an organization can do to raise money, but considerably fewer that make sense for a given land trust at any given time. This document presents a menu of strategies with an exercise designed to help you choose what is right for your land trust.

A landowner has land under conservation easement and is ready to conserve more of their nearby property. How best to carry this out? Published in September 2020, this guide from WeConservePA describes three approaches and includes a model document to help implement one of the alternatives.

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 document is a checklist to ensure your financial reports are accurate. It will also help you determine if corrective action is needed to protect your land trust's fiscal health.