Recordkeeping

Delaware Highlands Conservancy: Records Retention Procedures

Detailed organizational policy document describing records procedures at multiple organizational levels.
Last Modified
Nov 07, 2023
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280 times

Managing Conservation Easements in Perpetuity

2009
Have you ever received a request to amend an easement and weren’t sure of the right course of action? Unsure about how to decline a request without alienating the landowner? Have you been confronted with a new landowner who is unaware of or reluctant to abide by the terms of the easement? If so, this book can help.
Last Modified
Sep 14, 2017
Viewed
3315 times

Nonprofit Law and Recordkeeping Volume II

2008
This book describes the legal requirements for operating a land trust and keeping good organizational and transaction records. It teaches readers how to develop and implement policies to guide how a land trust creates, collects, retains, stores, protects, and disposes of these types of records. It also covers the issue of tax exemption, including the major requirements for maintaining charitable tax-exempt status and an overview of IRS Form 990.
Last Modified
Sep 14, 2017
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3105 times

Recordkeeping for Conservation Easement Stewardship

2017
Organizing essential documents in a secure, accessible system is a fundamental part of conservation easement stewardship. This guide describes the systems of 14 land trusts. WeConservePA guide, 14 pages.
Last Modified
Nov 27, 2023
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2880 times