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Recordkeeping

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.
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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.
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Stewardship Recordkeeping

2017
Authors: Nate Lotze
Land trusts that hold easements depend on stewardship recordkeeping systems to store the documents and information related to each property. These systems should be part of a broader detailed recordkeeping policy that outlines why records are kept and how documents are stored, organized, and accessed. (print version of ConservationTools.org guide)
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