Land Trust – Assessment Tool / Outil d'evaluation

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• Standard 1: Ethics, Mission and Community Engagement

  • A. Ethics
  • B. Mission, Planning and Evaluation
  • C. Community Engagement
• Standard 2: Compliance with Laws

  • A. Compliance with Laws
  • B. Not-for-profit Incorporation and Bylaws
  • C. Tax Status
• Standard 3: Board Accountability

  • A. Board Responsibility
  • B. Board Composition and Structure
  • C. Board Governance
  • D. Board Approval of Land Transactions
• Standard 4: Conflicts of Interest

  • A. Dealing with Conflicts of Interest
  • C. Land and Conservation Agreement Transactions with Insiders
  • B. Payments to Board Members
• Standard 5: Fundraising

  • A. Legal and Ethical Practices
  • B. Accountability to Donors
  • D. Non-conservation Real Property for Resale
  • C. Fundraising Plan
• Standard 6: Financial Oversight

  • A. Fiscal Health
  • C. Independent Financial Evaluation
  • D. Written Internal Controls
  • E. Risk Management and Insurance
  • B. Financial Records
• Standard 7: Human Resources

  • A. Capacity
  • B. Volunteers
  • C. Consultants or Contractors
  • D. Transition Planning
  • E. Staff
  • F. Occupational Health and Safety
• Standard 8: Evaluating and Selecting Conservation Projects

  • A. Strategic Conservation Planning
  • B. Project Selection Criteria
  • C. Project Evaluation
  • D. Project Planning
  • E. Partnership Documentation
• Standard 9: Ensuring Sound Transactions

  • A. Legal Review and Technical Expertise
  • B. Legal and Financial Advice
  • C. Environmental Due Diligence
  • D. Determining Property Boundaries
  • E. Conservation Agreement Drafting
  • F. Title Investigation and Registration
  • G. Recordkeeping
  • H. Purchasing Land or Conservation Agreements
  • I. Selling Land or Conservation Agreements
• Standard 10: Tax Benefits and Appraisals

  • A. Landowner Notification
  • B. Legal Requirements: Land Trust Responsibilities
  • C. Avoiding Fraudulent or Abusive Transactions
• Standard 11: Conservation Agreement Stewardship

  • A. Funding Conservation Agreement Stewardship
  • B. Baseline Documentation Report
  • C. Conservation Agreement Monitoring
  • D. Landowner Relationships
  • E. Conservation Agreement Enforcement
  • F. Approvals and Permitted Rights
  • G. Contingency Strategy
  • H. Amendments
  • I. Expropriation
  • J. Partial or Full Extinguishment
• Standard 12: Land Stewardship

  • A. Funding Land Stewardship
  • B. Land Management and Stewardship
  • C. Inspecting Land Trust Properties
  • D. Contingency Strategy
  • E. Expropriation

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