Crosswalk Comparison: 2004 to 2017
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1 Crosswalk Comparison: 2004 to 2017 Wondering what happened to a practice (or part of a practice) from the 2004 version of Land Trust Standards and Practices in the revised Standards? See the crosswalk comparison that follows for help. STANDARD 1: ETHICS, MISSION AND COMMUNITY ENGAGEMENT Land trusts maintain high ethical standards and have a mission committed to conservation, community service and public benefit. 1A. Mission 1B. Mission, Planning and Evaluation 1B. Planning and Evaluation 1C. Outreach 1C. Community Engagement 1D. Ethics 1A. Ethics STANDARD 2: COMPLIANCE WITH LAWS Land trusts fulfill their legal requirements as nonprofit tax-exempt organizations and comply with all laws. 2A. Compliance with Laws 2A. Compliance with Laws 2B. Nonprofit Incorporation and Bylaws 2B. Nonprofit Incorporation and Bylaws 2C. Tax Exemption 2C. Federal Tax Exemption 10B1. Legal Requirements: Land Trust Responsibilities 1 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
2 2D. Records Policy 9G1. Recordkeeping 2E. Public Policy 2C1c and d. Federal Tax Exemption STANDARD 3: BOARD ACCOUNTABILITY Land trust boards act ethically in conducting the affairs of the organization and carry out their legal and financial responsibilities as required by law. 3A. Board Responsibility 3A. Board Responsibility 3B. Board Composition 3B. Board Composition and Structure 3C. Board Governance 3C. Board Governance 3D. Preventing Minority Rule 3E. Delegation of Decision-Making Authority 3A3 and 4. Board Responsibility 3F. Board Approval of Land Transactions 3D. Board Approval of Transactions STANDARD 4: CONFLICTS OF INTEREST Land trusts have policies and procedures to avoid or manage real or perceived conflicts of interest. 4A. Dealing with Conflicts of Interest 4A. Dealing with Conflicts of Interest 4B. Board Compensation 4B. Payments to Board Members 4C. Transactions with Insiders 4C. Land and Conservation Easement Transactions with Insiders 2 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
3 STANDARD 5: FUNDRAISING Land trusts conduct fundraising activities in a lawful, ethical and responsible manner. 5A. Legal and Ethical Practices 5A. Legal and Ethical Practices 5B. Accountability to Donors 5B. Accountability to Donors 5C. Accurate Representations 5D. Marketing Agreements ELIMINATED NEW 5C. Fundraising Plan STANDARD 6: FINANCIAL OVERSIGHT Land trusts are responsible and accountable for how they manage their finances and assets. 6A. Annual Budget 6A. Fiscal Health 3A2a. Board Responsibility 6B. Financial Records 6B. Financial Records 6C. Financial Reports and Statements 3A2c. Board Responsibility 6D. Financial Review or Audit 6C. External Financial Evaluation 6E. Internal System for Handling Money 6D. Written Internal Controls 6F. Investment and Management of Financial Assets and Dedicated Funds 3A2e. Board Responsibility 6G. Funds for Stewardship and Enforcement 6A5. Fiscal Health 11A2. Funding Conservation Easement Stewardship 3 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
4 12A2. Funding Land Stewardship 6H. Sale or Transfer of Assets (Including Land and Easements) ELIMINATED 6I. Risk Management and Insurance 6E. Risk Management and Insurance STANDARD 7: HUMAN RESOURCES Land trusts have sufficient skilled personnel to carry out their programs, whether volunteers, staff and/or consultants/contractors. 7A. Capacity 7A. Capacity 7B. Volunteers 7B. Volunteers 7C. Staff 7D. Transition Planning 7E. Staff 7D. Availability of Training and Expertise 7E. Board/Staff Lines of Authority 3A3. Board Responsibility 7F. Personnel Policies 7E. Staff 7G. Compensation and Benefits 7H. Working with Consultants 7C. Consultants or Contractors 4 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
5 STANDARD 8: EVALUATING AND SELECTING CONSERVATION PROJECTS Land trusts carefully evaluate and select their conservation projects. 8A. Identifying Focus Areas 8A. Strategic Conservation Planning 8B. Project Selection and Criteria 8B. Project Selection Criteria and Public Benefit 8C. Federal and State Requirements 11E2. Conservation Easement Drafting 10C1. Avoiding Fraudulent or Abusive Transactions 8D. Public Benefit of Transactions 8B. Project Selection Criteria and Public Benefit 8E. Site Inspection 8C. Project Evaluation 8F. Documenting Conservation Values 8B3. Project Selection Criteria and Public Benefit 11B1b. Baseline Documentation Report 12B1a. Land Management and Stewardship 8G. Project Planning 8D. Project Planning 8H. Evaluating the Best Conservation Tool 8I. Evaluating Partnerships 8E. Partnership Documentation 8J. Partnership Documentation 8K. Evaluating Risks 8C2 and 3. Project Evaluation 8L. Nonconservation Lands 5D. Non-conservation Real Property for Resale 8M. Public Issues ELIMINATED STANDARD 9: ENSURING SOUND TRANSACTIONS Land trusts work diligently to see that every land and conservation easement transaction is legally, ethically and technically sound. 5 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
6 9A. Legal Review and Technical Expertise 9A. Legal Review and Technical Expertise 9B. Independent Legal Advice 9B. Legal and Financial Advice 9C.Environmental Due Diligence for Hazardous Materials 9C. Environmental Due Diligence 9D. Determining Property Boundaries 9D. Determining Property Boundaries 9E. Easement Drafting 9E. Conservation Easement Drafting 9F. Documentation of Purposes and Responsibilities ELIMINATED 9G. Recordkeeping 9G. Recordkeeping 9H. Title Investigation and Subordination 9F. Title Investigation and Recording 9I. Recording 9J. Purchasing Land 9H. Purchasing Land or Conservation Easements 9K. Selling Land or Easements 9I. Selling or Transferring Land or Conservation Easements 9L. Transfers and Exchanges of Land STANDARD 10: TAX BENEFITS AND APPRAISALS Land trusts work diligently to see that every charitable gift of land or conservation easement meets federal and state tax law requirements, to avoid fraudulent or abusive transactions and to uphold public confidence in land conservation. 10A. Tax Code Requirements 10A. Landowner Notification 10C1. Avoiding Fraudulent or Abusive Transactions 10B. Appraisals 10A. Landowner Notification 6 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
7 10C. No Assurances on Deductibility or Tax Benefits 10A2. Landowner Notification 10D. Donee Responsibilities IRS Forms 8282 and B2. and 3. Legal Requirements: Land Trust Responsibilities 10C2 and 3. Avoiding Fraudulent or Abusive Transactions STANDARD 11: CONSERVATION EASEMENT STEWARDSHIP Land trusts have a program of responsible stewardship for their conservation easements. 11A. Funding Easement Stewardship 6A5. Fiscal Health 11A. Funding Conservation Easement Stewardship 11B. Baseline Documentation Report 11B. Baseline Documentation Report 11C. Easement Monitoring 11C. Conservation Easement Monitoring 11D. Landowner Relationships 11D. Landowner Relationships 11E. Enforcement of Easements 11E. Conservation Easement Enforcement 11F. Reserved and Permitted Rights and Approvals 11F. Approvals and Permitted Rights 11G. Contingency Plans/Backups 11G. Contingency Strategy 11H. Contingency Plans for Backup Holder ELIMINATED 11I. Amendments 11H. Amendments 11J. Condemnation 11I. Condemnation 11K. Extinguishment 11J. Partial or Full Extinguishment 7 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
8 STANDARD 12: FEE LAND STEWARDSHIP Land trusts have a program of responsible stewardship for the land held in fee for conservation purposes. 12A. Funding Land Stewardship 6A5. Fiscal Health 12A. Funding Land Stewardship 12B. Stewardship Principles ELIMINATED 12C. Land Management 12B. Land Management and Stewardship 12D. Monitoring Land Trust Properties 12C. Inspecting Land Trust Properties 12E. Land Stewardship Administration 12B3. Land Management and Stewardship 12F. Community Outreach 1C2. Community Engagement 12G. Contingency Backup 12D. Contingency Strategy 12H. Nonpermanent Holdings 5D. Non-conservation Real Property for Resale 12I. Condemnation 12E. Condemnation 8 Land Trust Alliance Land Trust Standards and Practices Crosswalk Comparison: 2004 to 2017
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