Sample for Practice Element 3A2e: Investment Policy

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

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 financial management policy from the accredited Hudson Highlands Land Trust.

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.

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