Sample for Practice 3A2e: Investment and Spending Policy

This is an investment policy from the accredited Greenbelt Land Trust.

A sample investment policy and guidelines from the accredited Weeks Bay Foundation.

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

This is a sample financial management policy from the accredited Hudson Highlands Land Trust.

This is a sample public policy practice from the accredited Jefferson Land Trust.

Land trusts typically must manage multiple projects and make hard choices among worthy prospects. Making decisions can be challenging if you lack a comprehensive land protection strategy for your region. This document lays out the benefits of developing a strategic conservation plan.

This document lays out common areas of risk land trusts face and the likelihood that they will occur.

This guidance covers Practice Element 3A2: Board Financial Oversight.

This 15-minute course covers Practice 6C and is an overview of professional accounting services and factors for land trusts to consider when selecting a service. A separate module, A Closer Look at Audits and Single Audits, covers what you can expect when engaging in an audit.