Managing Conservation Easements in Perpetuity - Environmental ...

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Check Your Progress
Before moving on to the next chapter, check that you can:
l Explain the benefits of a sound recordkeeping system to land
conservation
l Craft a purpose statement that articulates why your land trust
keeps records
l Create a list of irreplaceable documents held by your
organization
l Develop, in consultation with an attorney, a records retention
strategy appropriate for your land trust
l Develop a strategy for labeling records
l Explain how to manage digital records
l Explain how to manage tracking of reserved rights, approvals
and other related paperwork
l Describe why it is important to keep two sets (originals and
copies) of irreplaceable documents in different locations
l Identify the type of records storage options available to your
organization
l Describe the type of damage (fire, floods and so forth) that
might harm documents held by your organization
l Explain the basics of the business records rule and how it
affects how you manage records
l Describe how your records policy addresses Practice 9G
Managing Conservation Easements in Perpetuity