Sample for Practice 3A2e: Investment Policy Statement and Guidelines

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

This is an investment and spending policy from the accredited Land Trust for Santa Barbara County.

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

This is a sample accounting and finance policy from the accredited Buzzards Bay Coalition.

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.

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