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Adding to Land Under Conservation Easement

A landowner has land under conservation easement and is ready to conserve more of their nearby property. How best to carry this out? This guide describes three approaches and includes a model document to help implement one of the alternatives. 

Last Modified
Aug 28, 2020
Viewed
3927 times

Addressing Climate Change and Carbon Sequestration in Conservation Easements

The reality of climate change brought on by increasing levels of greenhouse gases in the atmosphere presents challenges to conservation practitioners. This guide examines how conservation easements may be better planned to deliver good conservation outcomes even as a changing climate affects the physical conditions on the land. The guide also reviews opportunities to boost carbon sequestration on lands under easement.

Last Modified
Sep 26, 2023
Viewed
623 times

Adverse Possession in Pennsylvania

A long-time trespasser may gain ownership of land by using it with no documented challenge for 21 years. Landowners can avoid this threat with some good, basic practices.

Last Modified
Aug 21, 2020
Viewed
56300 times

Agricultural Conservation Easement Purchase Program

A Pennsylvania Tool for Preserving Farmland

The Pennsylvania Agricultural Conservation Easement Purchase Program enables state and county governments to purchase conservation easements on productive farms. The easements protect the farmland from non-agricultural development.

Last Modified
Jun 20, 2018
Viewed
43953 times

Agricultural Protection Zoning

Agricultural Protection Zoning (APZ) preserves the availability of agricultural lands for farming and thus the agricultural base of the community by constraining non-agricultural development and land uses in designated areas.

Last Modified
Oct 10, 2019
Viewed
53684 times

Agricultural Security Areas

Protecting Farms from Condemnation and Unreasonably Restrictive Ordinances

Within an agricultural security area (ASA), a farm is entitled to special protection from condemnation and laws and ordinances that would unreasonably restrict farming operations. Local governments in Pennsylvania may establish ASAs but only in response to petitions from landowners interested in enrolling their land in an ASA.

Last Modified
Oct 18, 2017
Viewed
36233 times

Amending Grants of Conservation Easement

Legal Considerations for Land Trusts

This guide informs easement holders of legal matters to consider under Pennsylvania law and the Internal Revenue Code when making decisions regarding the amendment of grants of conservation easement.

Last Modified
Apr 22, 2016
Viewed
22381 times

Amend OR Amend and Restate

Matching Approach to Situation When Making Changes to a Conservation Easement

If changes to a conservation easement are necessary or desirable, the easement holder must decide whether to amend and restate the grant of easement in full or simply amend it. This guide assists with that decision and points to resources to aid in implementation of the decision.

Last Modified
Sep 25, 2023
Viewed
557 times

A Scientific Foundation for Shaping Riparian Buffer Protection Regulations

Extensive scientific research documents that vegetated strips of land along water bodies provide extensive water quality and other environmental benefits. The science shows that development should be kept away from the water’s edge, wider protected strips provide greater benefits, forested buffers are more effective than grassy ones, and forested buffers in headwaters provide the greatest benefits of all.

Last Modified
Jun 05, 2014
Viewed
14009 times

Authorization of Real Estate Transactions

Rules and Process for Nonprofits

Within the bounds of state law and private standards of practice, nonprofit organizations have considerable flexibility in establishing policies and procedures regarding the authorization of real estate transactions.

Last Modified
Jan 27, 2023
Viewed
31649 times

Beneficiaries and Backup Holders

Providing Third Parties with Rights but Not Responsibilities Regarding Conservation Easements

A grant of conservation easement may provide one or more rights to a party other than the landowner and holder of the easement, in accordance with the needs and wishes of those involved with the easement transaction. Unlike for the easement holder, such rights received by the “beneficiary” do not come with obligations.

Last Modified
Jan 29, 2024
Viewed
205 times

Biodiversity

Biodiversity encompasses the diversity of life – the varying and different species, genes and ecosystems of the Earth. The ongoing loss of biodiversity threatens human well-being and makes the need for conservation ever more pressing.

Last Modified
Nov 04, 2013
Viewed
28288 times

Bird Research and Conservation

Initiatives in Pennsylvania and on a national level promote the study of bird populations and the protection of their habitat.

Last Modified
Feb 27, 2018
Viewed
18687 times

Bridge Loans for Conservation Purchases

Borrowing from Revolving Loan Funds

When an organization must close on a real estate transaction prior to securing all the necessary funds, borrowing will be necessary for the deal to proceed. Several organizations manage revolving loan funds that provide low and no interest, short-term financing specifically to facilitate land and easement purchases for conservation purposes.

Last Modified
Nov 22, 2023
Viewed
16585 times

Build-Out Analysis

Projecting the Impact of Current Law on Future Development

A build-out analysis projects the development that could occur in an area under current law. It enables a community to test the reality of its development regulations against its vision for its future.

Last Modified
May 24, 2017
Viewed
24971 times

Carbon Rights and Assignment of Carbon Credit Sale Proceeds

Providing Conservation Easement Holders the Potential to Receive Carbon-Related Benefits

The possibility of granting carbon rights to the easement holder may be considered during the development of a conservation easement. This presents substantial complexity that can be avoided by instead giving the holder control over the entity that may receive carbon credits or assigning to the holder some or all of the proceeds of sale of carbon credits.

Last Modified
Sep 26, 2023
Viewed
521 times

Clean and Green

Pennsylvania's Preferential Tax Assessment Program

Clean and Green is managed by the Pennsylvania Department of Agriculture, please direct questions to Stephanie Zimmerman, Administrative Officer, (717) 705-7796. Clean and Green, established by the Pennsylvania Farmland and Forest Land Assessment Act, provides for lower property tax assessments of land capable of producing agricultural products and timber or providing open space for public use.

Last Modified
Aug 31, 2020
Viewed
76800 times

Climate Change and Conservation

Land trusts and governments may tailor their land conservation work to help both reduce carbon in the atmosphere and mitigate the harm of climate change.

Last Modified
Jun 17, 2019
Viewed
3054 times

Closing

Finalizing the Real Estate Transaction

At closing, the transfer of the real estate interest, whether land or easement, is completed. This guide helps users organize and expedite the closing.

Last Modified
Jul 17, 2018
Viewed
33281 times

Co-Holding Conservation Easements

Considerations for Good Management and Conservation Outcomes

A conservation easement may be granted to multiple entities. These holders of the easement are then each responsible for upholding the easement’s conservation objectives. The respective roles of the holders and their relationship to one another must be carefully delineated to achieve effective easement management and minimize potential conflict.

Last Modified
Jan 29, 2024
Viewed
43195 times

Collaborative Opportunities for Land Trusts

Many types of collaborative approaches are available to help advance land conservation.

Last Modified
Oct 06, 2017
Viewed
26559 times

Commission-Based Compensation for Fundraising

Commission-based compensation for fundraising by staff and consultants, although legal, is widely viewed as a bad practice for nonprofits.

Last Modified
Oct 10, 2017
Viewed
151918 times

Community Gardens

This guide links to resources that: help people successfully start and manage community gardens; inform governments on how they can encourage gardens; and guide organizations on permanently protecting gardens.

Last Modified
May 29, 2019
Viewed
4865 times

Community Visioning

Community visioning is a planning tool that empowers people to express a vision for the future of their community; ideally, this vision guides land-use decisions and regulations.

Last Modified
Feb 16, 2023
Viewed
47069 times

CommunityViz®

CommunityViz® software enables users to see what different land use and development scenarios would look like if they were to actually occur. It allows users to create hypothetical scenarios and assess the economic, environmental, social, and visual impacts of those scenarios.

Last Modified
Apr 26, 2017
Viewed
20955 times

Conservation by Design

By making straightforward changes to municipal land-use ordinances, Conservation by Design helps communities protect open space and natural resources at essentially no cost and without reducing the rights of landowners and developers to develop their land.

Last Modified
Jan 22, 2019
Viewed
26372 times

Conservation Easement

A Property Rights Based Tool for Resource Protection

A conservation easement limits certain uses on a property in order to advance specified conservation purposes while keeping the land in the owner’s ownership and control.

Last Modified
May 12, 2022
Viewed
59333 times

Conservation Easements

An Introduction for Private Landowners

A conservation easement limits certain uses of the land in order to advance one or more conservation objectives while keeping the land in the owner’s control. It is established by mutual agreement of a landowner and a private land trust or government.

Last Modified
Jun 13, 2023
Viewed
37274 times

Conservation Easements in Court

A Review of Conflicts and Litigation Outcomes in Pennsylvania

A review of Pennsylvania judicial decisions reveals that conservation easement holders and the conservation values they uphold prevail when a dispute leads to litigation. Courts respect the text of easement documents and their conservation purposes. This guide reviews eleven cases where the interpretation or enforcement of a conservation easement was at the center of litigation.

Last Modified
Jan 08, 2024
Viewed
7225 times

Cost of Community Services Studies

Cost of Community Services studies examine both the tax revenues generated by different land uses and the costs to local government of providing services to those same uses. They help people understand the fiscal outcomes of keeping land in agriculture or as open space versus developing land for other purposes.

Last Modified
Feb 02, 2024
Viewed
24776 times

Costs of Conservation Easement Stewardship

The holder of a conservation easement must monitor the eased property to confirm compliance with conservation restrictions and, when necessary, take action to uphold the conservation objectives of the easement. These and other stewardship activities result in costs, year in and year out, to the holder.

Last Modified
Jul 25, 2017
Viewed
49881 times

Costs of Due Diligence in Conservation Acquisitions

To responsibly accomplish a conservation easement or land acquisition, due diligence is necessary. This guide describes the costs incurred by land trusts and agricultural land preservation boards in completing surveys, baseline documentation, appraisals, title search and insurance, phase 1 environmental assessments and legal services in support of conservation acquisitions.

Last Modified
Mar 08, 2017
Viewed
25334 times

Costs of Owning and Operating Preserves

The costs incurred by a land trust in owning and operating a preserve vary greatly depending on the land trust’s plans for and activities on the land. This guide describes a quick and rough method to estimate costs and provides links to in-depth cost calculators and other resources.

Last Modified
Nov 09, 2023
Viewed
12645 times

Creating Sustainable Community Parks

This guide focuses on sustainable land management, which devotes more attention to the natural resources in the design of different land uses, and enhances the livability of our communities.

Last Modified
Jun 20, 2018
Viewed
96757 times

Crowdfunding for Land Trusts

Crowdfunding is a web-based fundraising technique that can generate many small donations in support of an endeavor.

Last Modified
Jun 18, 2020
Viewed
14302 times

Deed Restriction Versus Conservation Easement

In most circumstances, a conservation easement is a far better tool for conserving land than a deed restriction. This guide explains how the tools differ.

Last Modified
Jun 15, 2021
Viewed
9583 times

Delineating Conservation Easement Boundaries and Protection Areas

Properly delineating the boundaries of conservation easements and their different protection areas is crucial to easement stewardship and enforcement. Conservation restrictions are difficult, if not impossible, to enforce unless tied to physical locations on the ground. This guide discusses the delineation of boundaries and protection areas using physical markers, verbal descriptions, and visual depictions.

Last Modified
Mar 11, 2021
Viewed
7069 times

Development Threat Analysis

A development threat analysis identifies undeveloped lands that are most likely to be developed within a specific time frame. Information is presented in map form.

Last Modified
Oct 10, 2017
Viewed
16740 times

Donation Agreements

A donation agreement may be used to ensure that a donor’s promise can be relied upon, set the expectations of both donor and donee, and prevent misunderstandings.

Last Modified
Mar 14, 2023
Viewed
83674 times

Donation by Will

Options and Issues Regarding Gifts of Cash, Land, and Other Property

Donors who want to help a worthy charity but also need to ensure that they have sufficient assets to live comfortably until life's end may choose to make some gifts via their wills.

Last Modified
Mar 14, 2023
Viewed
27795 times

Donation of Stock and Other Securities

For both donors and recipients, the donation of stock and other marketable securities can be more advantageous than a cash donation.

Last Modified
Oct 10, 2023
Viewed
10054 times

Don’t Regulate Rooftop Solar Without Compelling Cause

Regulation of rooftop solar energy systems through municipal zoning ordinances results in fewer people powering their homes and businesses with clean, safe, renewable energy. Common arguments for regulation are not compelling.

Last Modified
Jun 10, 2022
Viewed
5923 times

Drafting an Amendment and Restatement of a Grant of Conservation Easement

The Model Grant of Conservation Easement and Declaration of Covenants may be modified to amend and restate a grant of conservation easement by following the instructions below.

Last Modified
Sep 28, 2023
Viewed
17865 times

Economic Benefits of Biodiversity

Economic impact studies document the many and substantial economic benefits generated by biodiversity. This guide identifies major studies, summarizes key findings of each and provides hyperlinks to the studies.

Last Modified
Oct 10, 2019
Viewed
333334 times

Economic Benefits of Land Conservation

The conservation of natural lands and of working farms and forests can generate financial returns, both to governments and individuals, and create significant cost savings.

Last Modified
Oct 10, 2019
Viewed
102988 times

Economic Benefits of Parks

Economic impact studies document the many and substantial economic benefits generated by parks. This guide identifies major studies, summarizes key findings of each and provides hyperlinks to the studies.

Economic impact studies identify a variety of economic benefits generated by parks. The studies described in this guide each analyzed one or more of these benefits, including:

  • Increased property values
  • Increased tax revenues
  • Decreased medical costs through increased exercise
  • Increased tourism revenue
  • Improved attractiveness of communities to homebuyers and businesses
  • Decreased stormwater treatment costs
Last Modified
Oct 10, 2019
Viewed
106228 times

Economic Benefits of Smart Growth and Costs of Sprawl

Sprawling patterns of development create heavy economic burdens -- problems, costs and liabilities far in excess of the benefits. Conversely, smart growth strategies can enhance economic vitality.

Last Modified
Oct 10, 2019
Viewed
56857 times

Economic Benefits of Trails

Economic impact studies document the many and substantial economic benefits generated by trails. This guide identifies major studies, summarizes key findings of each and provides hyperlinks to the studies.

Last Modified
Oct 10, 2019
Viewed
63478 times

Effective Email Newsletters for Nonprofits

Email newsletters can help nonprofits better publicize their work and connect with supporters. This brief guide provides links to web articles that explain how to create effective email newsletters that engage, educate, and entertain your audience. Most of the resources focus specifically on nonprofit newsletters, though many of the strategies apply to newsletters for businesses as well.

Last Modified
Apr 29, 2021
Viewed
10313 times

Elections and 501(c)(3) Organizations

Federal tax rules prohibit section 501(c)(3) organizations from participating or intervening in a political campaign in support of or in opposition to a candidate for elected public office. However, organizations may lobby, educate voters, encourage voter registration and participation, and advocate for issues in a nonpartisan manner.

Last Modified
Apr 24, 2019
Viewed
24252 times

Eminent Domain and Conserved Land in Pennsylvania

This guide provides a basic review of the eminent domain law of Pennsylvania and the United States as it applies to conserved land and conservation easements.

Last Modified
Jul 01, 2021
Viewed
5207 times

Endowments and More

Endowments and quasi-endowments help organizations establish long-term financial stability. This guide explains the basics; provides links to resources that address creating, managing, and fundraising for these funds; and describes the practices of 10 land trusts.

Last Modified
Dec 02, 2022
Viewed
6684 times

Environmental Advisory Council

A Versatile Arm for Pennsylvania Local Government

Any municipality in Pennsylvania may establish an environmental advisory council to tap the skills and volunteer energy of its citizens. Consisting of three to seven members appointed by the local government, an EAC can undertake a variety of conservation projects. It can also research issues and advise local government officials to help inform decision-making regarding the environment.

Last Modified
Oct 30, 2020
Viewed
24670 times

Farmland Preservation Options for Landowners

Government and Private Approaches to Conservation Easements in Pennsylvania

Fifty-eight Pennsylvania counties have agricultural land preservation boards that purchase agricultural conservation easements. Sixty-eight private, charitable land trusts accept donations of conservation easements or, less commonly, purchase them. These two paths to farmland preservation differ in many ways.

Last Modified
Feb 09, 2023
Viewed
22348 times

Federal Tax Deductibility of Conservation Easement Donations

Some donations of conservation easements qualify for a federal income tax deduction; others do not.

Last Modified
Feb 06, 2021
Viewed
30788 times

Floristic Quality Assessment

Floristic Quality Assessment (FQA) is a standardized assessment method that calculates a numerical index reflecting the quality of native plant communities for a given area. It indicates the impacts of invasive species and can also be used to monitor the effectiveness of land-management and restoration practices.

Last Modified
Jun 17, 2019
Viewed
35167 times

From Lawn to Meadow

Protect Water, Provide Habitat, Save Money

Converting areas covered by turf grass to meadows can be financially rewarding and relatively simple on both public and private land. It can also deliver substantial environmental and aesthetic benefits.

Last Modified
Oct 06, 2022
Viewed
62348 times

Funding Conservation Easement Stewardship

Your Role as the Land’s Owner and Conservation Champion

In accepting a conservation easement from you, the land trust takes on the responsibility of ensuring that the land is conserved as you have agreed for all time. Fulfilling this duty requires financial resources most likely to come from you or subsequent owners of the land.

Last Modified
Oct 12, 2023
Viewed
2117 times

Gift of a Future Interest in Real Estate

Reserved Life Estates Keep Owners in Control During Their Lifetimes

Landowners can convey a future interest in real property to a conservation organization or government but continue to live on or otherwise enjoy using the property during their lifetimes. If the property is a personal residence or a farm, a donation of a future interest can generate immediate tax benefits.

Last Modified
Feb 17, 2023
Viewed
52433 times

Global Positioning System (GPS)

GPS enables users to easily record the location of natural and man-made features on the land. It allows users to identify where a photo or video is taken, revisit previously recorded features, and more.

Last Modified
Jun 17, 2020
Viewed
66088 times

Green Burial

Green burials minimize negative environmental impacts by using biodegradable materials, avoiding toxic chemicals, and occurring on land maintained using good conservation practices.

Last Modified
Dec 18, 2023
Viewed
9031 times

Guide and Model Policy for Conservation Easement Amendment

Conservation easements are intended to last—to ensure protection of important resources, no matter people’s whims—through the decades and centuries. However, the world changes and so do understandings of how best to meet conservation objectives. LT must be prepared to address these changes in order to ensure that its conservation work is effective while assuring its supporters and the public that it is a reliable agent of conservation. To this end, LT will judiciously consider potential conservation easement amendments and take actions that are conservation-driven, ethical, and legally sound.

Last Modified
Sep 24, 2022
Viewed
82793 times

Guide to Pennsylvania's Recreational Use of Land and Water Act

A Law Limiting the Liability of Those Who Open Their Land to the Public

The Recreational Use of Land and Water Act limits the liability of property owners who open their land to the public for recreation. This guide describes the immunity provided to owners in regards to claims of personal injury and loss of property and reviews relevant case law.

Last Modified
Jun 17, 2019
Viewed
62515 times

Guide to the Conservation and Preservation Easements Act

Pennsylvania Act 29 of 2001

Conservation organizations can avoid many potential difficulties in conservation easement stewardship by ensuring that their conservation easement documents are drafted to conform with the Conservation and Preservation Easements Act.

Last Modified
Feb 06, 2024
Viewed
37691 times

Hiring and Managing Interns

Interns can help nonprofit organizations to cost-effectively accomplish more. They also present a pathway for the organization to cultivate potential future employees and introduce new people to the field.

Last Modified
Nov 02, 2020
Viewed
6250 times

How Pennsylvanians View Government Funding of Conservation

An Overview of Polling and Voting Results

An overwhelming majority of Pennsylvanians—regardless of party or region—value open space and state investments in conservation.

Last Modified
Aug 04, 2017
Viewed
12075 times

How to Advocate for Conservation

Coming soon

Last Modified
Sep 11, 2019
Viewed
1719 times

Impacts of Natural Land Loss on Water Quality

Forests, riparian buffers, wetlands and other natural lands are essential for the protection of water quality and aquatic habitat. The loss of forests, riparian buffers, wetlands and other natural lands increases the amount of pollutants and sediment in water, alters stream flows, erodes stream banks, eliminates habitat for aquatic and semi-aquatic animals, decreases the replenishment of groundwater supplies, and increases the frequency of both flooding and periods of low stream flows.

Last Modified
Oct 10, 2019
Viewed
25984 times

Indemnity Agreements and Liability Insurance

Protection From Claims Brought by Third Parties

An individual or organization’s risk of being held liable for personal injury or property damage may be shifted to another party who agrees to accept the risk and who holds liability insurance or sufficient assets to back up the acceptance of the risk. A release agreement guards against a successful lawsuit by the person signing the release; an indemnity agreement, in contrast, ensures that if some other person sues, the indemnifying party will be responsible for handling the claim.

Last Modified
Dec 07, 2023
Viewed
63742 times

Installment Agreement

The seller of real estate may finance the buyer’s purchase of a property. An installment agreement requires the buyer to pay the seller the purchase price in installments over time. Both the buyer and the seller may benefit from such an agreement. Payment amounts and timing can be structured in an infinite variety of ways and tailored to best meet the needs of both parties.

Last Modified
Jan 09, 2024
Viewed
89548 times

Invasive Species Management Program

Invasive species management programs help minimize the harm of invasive species on natural lands and encourage the health of native plants and wildlife. 

Last Modified
Jun 17, 2020
Viewed
53544 times

Investment of Nonprofit Financial Assets

Investment of financial assets can provide a nonprofit with revenue and financial stability if accomplished thoughtfully and prudently. This brief guide provides hyperlinks to useful information regarding investment strategies, policies, management, and oversight.

Last Modified
Sep 15, 2023
Viewed
6633 times

Land Trust Accreditation

The Land Trust Accreditation Commission offers outside verification that a land trust conforms with a key set of practices within Land Trust Standards and Practices. Accreditation is voluntary. A land trust should weigh the advantages of rigorous, external review against the opportunity costs of obtaining and maintaining accredited status.

Last Modified
Feb 27, 2024
Viewed
18865 times

Land Trust Merger Case Studies

This guide describes the catalysts for exploring merger, the exploration and due diligence process, and the outcomes of several consolidations of land trusts with land trusts as well as land trusts with other charitable organizations.

Last Modified
Oct 09, 2014
Viewed
12047 times

Land Trust Standards and Practices

Guidelines for the Responsible Operation of a Land Trust

The Land Trust Standards and Practices are widely accepted ethical and technical guidelines for the responsible operation of land trusts.

Last Modified
Apr 06, 2023
Viewed
19243 times

Legal Considerations for Stewardship Funding Arrangements

Binding Present and Future Landowners to Present Promises

A landowner may agree to one or more funding arrangements that require the landowner or successor owners of an eased property to make one or more payments to the easement holder to support stewardship of the property. An understanding of what makes promises binding is critical for crafting arrangements that are enforceable over time.

Last Modified
Oct 11, 2023
Viewed
41132 times

Lighting Ordinance

A lighting ordinance can ensure safe, aesthetically pleasing, and energy-efficient outdoor lighting that preserves views of the night sky and minimizes harm to species disturbed by artificial lighting.

Last Modified
Oct 04, 2017
Viewed
23936 times

Lobbying Rules and 501(c)3 Organizations

501(c)3 organizations may lobby to affect government policy outcomes, but they must follow federal and state regulations.

Last Modified
Aug 18, 2022
Viewed
53362 times

Local Land Use Planning Controls in Pennsylvania

This guide describes the basic elements of land use planning and regulation available to municipal and county governments under the Pennsylvania Municipalities Planning Code.

Last Modified
Feb 28, 2023
Viewed
45821 times

Local Regulation for Historic Preservation

Local municipal regulations can provide substantial protection to historic resources, preserving their contributions to cultural vitality and helping communities maintain quality of life.

Last Modified
Jun 17, 2020
Viewed
35914 times

Making Restricted Gifts

Impacts of Restrictions on Charitable Tax Deductions

Donors of land, cash, or other property may desire to place restrictions on a gift to ensure it is used only for specific purposes. To what extent might such restrictions limit or disallow a charitable tax deduction? What should a donor consider before making a restricted gift?

Last Modified
Feb 12, 2024
Viewed
252 times

Management of the Document Preparation Process

When a real estate transaction document needs to be reviewed, edited, or approved by more than one person, good document management and control practices help prevent time-consuming missteps and confusion for all the parties involved.

Last Modified
May 23, 2023
Viewed
43082 times

Merger

An Introduction for Conservation Organizations

A land trust may merge with another land trust or other conservation organization in order to more effectively advance the goals of each organization.

Last Modified
Jun 17, 2020
Viewed
33800 times

Model Documents Overview

WeConservePA develops and maintains model documents to help users plan and complete real property transactions, ensure conservation permanence, reduce liability, and otherwise advance their conservation, outdoor recreation, and land use planning efforts efficiently and effectively.

Last Modified
Jan 12, 2024
Viewed
23143 times

Multi-Municipal Partnerships for Recreation & Parks

Multi-municipal partnerships provide needed recreational opportunities to residents practically and affordably though the sharing of services, equipment and personnel.

Last Modified
Feb 13, 2021
Viewed
29183 times

National Poll Results

How Americans View Conservation

Across the political spectrum, voters in the United States consistently demonstrate support for conservation.

Last Modified
Aug 01, 2017
Viewed
57680 times

Nature Play

Nurturing Children and Strengthening Conservation through Connections to the Land

Unstructured, frequent childhood play in informal outdoor settings powerfully boosts the cognitive, creative, physical, social and emotional development of children. It also engenders deep conservation values—more so than any other factor. Part 1 of this guide explores the essential characteristics of nature play, the benefits nature play provides and the societal barriers to it. Part 2 describes the array of concrete actions that organizations may take to restore nature play to children’s lives.

Last Modified
Oct 06, 2017
Viewed
66915 times

Negotiation Tips

Links to resources that provide advice land trusts can use for successful negotiations with landowners.

Last Modified
Oct 24, 2018
Viewed
2909 times

Nonprofit Name Change

Sometimes it makes sense for a nonprofit to change its name to better reflect its mission and work, distinguish itself from other organizations, or otherwise improve its marketing.

Last Modified
Feb 22, 2021
Viewed
7275 times

Not a Charitable Trust

The Donated Conservation Easement in Pennsylvania

Little evidence exists to support the proposition that a donated conservation easement, in the absence of a charitable trust agreement, is a charitable trust in Pennsylvania; indeed, there is compelling evidence to the contrary. (Holder covenants may be used to buttress easements and do not run into the legal obstacles or suffer from the policy failings of the trust proposition.)

Last Modified
Jan 30, 2024
Viewed
22163 times

Not a Public Trust

Land Trust-Held Conservation Easements in Pennsylvania

No legal precedent exists in Pennsylvania for finding that a conservation easement acquired by a private land trust is a public trust.

Last Modified
Jan 30, 2024
Viewed
20722 times

Official Map

A municipality may express an interest in acquiring specific land (or easements thereon) for trails, streets, parks, open space networks and other public purposes by establishing an “official map” that “reserves” this land. If a landowner seeks to develop reserved land, the municipality has a year to pursue acquisition of the land from the owner before the owner may freely build or subdivide.

Last Modified
Mar 04, 2022
Viewed
20811 times

Open Space Program Handbook

Considerations, Practices, and Pointers for Local Governments in Pennsylvania

Coming soon

Last Modified
Feb 16, 2024
Viewed
446 times

Optimizing Direct-Mail Fundraising Appeals

Letters, Envelopes, Follow-Up, and Digital Integration

A collection of links to resources that can help organizations large and small raise more money from their appeal letters.

Last Modified
Nov 11, 2022
Viewed
11143 times

Option to Sell (Put Option)

An option to sell may be used to assure that a property acquisition can be undone if expectations are not met.

Last Modified
Jan 17, 2023
Viewed
8626 times

Other Power-Driven Mobility Devices on Trails and Areas Open to Pedestrians

Creating and Implementing Policies for Accessibility and Compliance with the Americans with Disabilities Act

Trails and other areas open to the public for pedestrian use must also be open to motorized vehicles used by persons with mobility disabilities. Any type of motorized vehicle must be allowed unless the trail owner or operator creates specific written policies justifying restrictions.

Last Modified
Feb 26, 2021
Viewed
7488 times

Outdoor Access and Programs

Land Trusts Connecting People to Nature

Land trusts have available to them a variety of tools and examples of how to improve public access and provide programming on their lands. By providing new outdoor experiences to adults and children, land trusts may deepen people’s connections to nature and conservation.

Last Modified
Jun 20, 2018
Viewed
28111 times

Overview of Pennsylvania’s Recreational Use of Land and Water Act

The Act limits the liability of property owners who open their land for public recreation, providing them protections against claims of personal injury and property loss.

Last Modified
Jun 17, 2019
Viewed
12350 times

Parks in Perpetuity

The Protections Provided to Parks and Other Public Open Spaces Under Pennsylvania Law

Parks and other public open spaces deliver tremendous benefits to the public and provide a crucial foundation for building, maintaining, and renewing communities. People rely on the permanence of these civic assets in making decisions on where to live and work. Thus, it is no wonder that Pennsylvania law affords great protections to parks from sale or conversion to non-public uses by the municipal governments responsible for their care. This guide describes these protections in brief.

Last Modified
Jun 03, 2021
Viewed
4613 times

Pennsylvania Local Governments May Support Land Trusts

In Pennsylvania, local governments are authorized to give money, land, and easements to land trusts.

Last Modified
Aug 24, 2022
Viewed
7760 times

Pennsylvania Natural Heritage Program

The Pennsylvania Natural Heritage Program provides current, reliable, objective, accessible information on Pennsylvania’s ecological resources to help inform land-use planning, conservation, and development decisions.

Last Modified
Oct 18, 2017
Viewed
13082 times

Pennsylvania Trail Design and Development Principles

Guidelines for Sustainable, Non-Motorized Trails

Non-motorized trails can be planned, designed, constructed, and managed in ways that are both physically and environmentally sustainable while creating desirable and enjoyable experiences for trail users.

Last Modified
Mar 28, 2017
Viewed
16554 times

Permits for Events, Hunting, Camping, and Other Uses of Conserved Land

Requiring permits for certain activities on conservation lands (such as events, hunting, and camping) helps land managers ensure that the activities do not negatively impact the land or others’ enjoyment of it. The permit-application process can also serve to inform users of the rules for using the land.

Last Modified
Oct 27, 2022
Viewed
6720 times

Planned Giving

Planned giving programs play an important role in charitable fundraising.

Last Modified
Nov 07, 2023
Viewed
5137 times

Planning a Site Visit with Your Legislator

A visit to conserved land or the location of an environmental restoration project may help a legislator (and their aides) better understand the positive impact of government conservation investments. This guide describes how the staff and volunteers of a conservation organization may organize a productive visit.

Last Modified
Jul 02, 2021
Viewed
16666 times

Polls Show Pennsylvanians Support Environmental Protection

Polls show that Pennsylvanians are concerned about a range of environmental issues, from clean water and wildlife conservation to global warming and renewable energy.

Last Modified
Aug 15, 2017
Viewed
7551 times

Pre-Existing Mortgages in Easement Transactions

Using Non-Disturbance and Subordination Agreements to Prevent Extinguishment and Comply with Tax Law

When a mortgage predates an easement on a property, the easement could be extinguished in a foreclosure if the owners default on their mortgage payments. And if the easement is to be donated and the donors wish to obtain tax benefits, additional complications arise. These problems can be avoided by obtaining an agreement from the mortgage holder appropriate to the circumstances.

Last Modified
Feb 15, 2023
Viewed
85038 times

Prescribed Fire

A prescribed fire is a planned fire—sometimes called a controlled burn—used to manage certain types of landscapes. It reduces the chance of major wildfires and provides numerous other benefits for humans, plants, and wildlife.

Last Modified
Jun 24, 2019
Viewed
7345 times

Prioritization of Conservation Resources

Prioritization tools help land trusts and municipalities make better decisions about where to focus conservation efforts and how to allocate limited resources. 

Last Modified
Aug 15, 2017
Viewed
20620 times

Promoting Walking for Wellness

Walking is a free, easily accessible activity that improves physical and mental health and connects people with the outdoors.  A variety of resources exist for promoting walking.

Last Modified
Jul 17, 2018
Viewed
8470 times

Property Tax Exemption for Preserves, Parks, Trails, and Other Conserved Lands

Preserves, parks, trails, and other conserved lands in Pennsylvania are not automatically exempted from real estate taxes. If tax exemption is desired for a parcel, the charitable organization or local government must apply for exemption for that specific parcel. Exemption for one parcel does not guarantee exemption for others owned by the same entity.

Last Modified
Oct 27, 2022
Viewed
24025 times

Public Access Policies and Practices for Land Trusts

Survey Results in Pennsylvania

The Pennsylvania Land Trust Association surveyed Pennsylvania land trusts regarding their organizational policies and practices as well as management issues encountered related to their fee-owned properties.

Last Modified
Oct 18, 2013
Viewed
29314 times

Public Dedication of Land and Fees-in-Lieu for Parks and Recreation in Pennsylvania

Pennsylvania municipalities may require developers to provide parkland for new developments. They may also offer developers the option to instead pay fees, construct facilities, or establish private parkland.

Last Modified
Jan 29, 2024
Viewed
41876 times

Purchase and Sale Agreements for Conservation Projects

Guidance and Sample Provisions

Acquisitions of land and easements for conservation purposes can involve issues different from other real estate transactions. This guide looks at purchase and sale agreements in general and then reviews potential customizations that may be made to these agreements to specifically address conservation matters.

Last Modified
Jan 30, 2021
Viewed
10400 times

Purchase Options

Gaining the Right Without the Obligation to Acquire Property Interests

A purchase option is a right to purchase or lease land or other property interests without any obligation to do so.

Last Modified
Aug 31, 2022
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56791 times

Realty Transfer Tax Exclusions for Conservation-Related Transactions in Pennsylvania

Many conservation-related property transactions are excluded from having to pay state and local realty transfer taxes in Pennsylvania.

Last Modified
Feb 27, 2021
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34834 times

Recordkeeping for Conservation Easement Stewardship

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.

Last Modified
Nov 27, 2023
Viewed
39356 times

Reducing Federal Estate Tax

A Conservation Easement Benefit for Large Estates

For large estates, death triggers the possibility of federal estate tax. A conservation easement on the deceased person’s land—whether granted in life, by will, or by the person’s heirs—can reduce or eliminate the tax owed.

Last Modified
Apr 13, 2023
Viewed
15892 times

Reducing Liability Associated with Public Access

Public access to property for recreational uses–such as hiking, bird watching, fishing and hunting–raises concern about the possibility of liability on account of injury to a recreational user. Pennsylvania law provides some protection from liability associated with public use of property for recreational purposes. Also there are practical steps that can be taken to minimize risk of liability.

Last Modified
Jan 14, 2014
Viewed
38931 times

Reducing Pennsylvania Inheritance Tax

In Pennsylvania, death triggers a state inheritance tax on the distribution of the deceased person’s assets (the “estate”) to the beneficiaries of the estate. Conservation restrictions in support of agriculture on land included in the estate can reduce the inheritance tax owed.

Last Modified
Jan 12, 2024
Viewed
38426 times

Referendum to Authorize a Tax or Bond for Conservation

Pennsylvanians may vote to establish a tax specifically dedicated to open space protection in their municipality. Voters may also approve borrowing by their county or municipality for conservation projects.

Last Modified
Nov 01, 2017
Viewed
64588 times

Release of Liability Form

A Tool to Reduce the Risk of Claims for Personal Injury or Property Loss

A properly designed release of liability form signed by a volunteer or participant in an activity can reduce liability risks of the organizing or hosting organization.

Last Modified
Oct 31, 2019
Viewed
53071 times

Responding to Encroachment

Oust or Give Permission with Conditions

What should you do if a neighboring landowner encroaches on your organization’s property (e.g., builds a shed or extends their lawn) or otherwise uses the land without permission? Sometimes immediately booting them is the best answer; sometimes making an accommodation that provides them with at least temporary permission makes more sense. Doing nothing invites trouble.

Last Modified
Aug 18, 2022
Viewed
11155 times

Restricted Gifts

Considerations in Accepting, Managing, and Soliciting Gifts for a Specific Purpose

Charitable organizations should be aware of the issues that come with gifts of cash, land, or other property restricted to a particular purpose rather than an organization’s general purposes. They should understand the need for good communications with donors, be ready to handle the management challenges, and take care to avoid inadvertently imposing restrictions on gifts in their solicitations.

Last Modified
Jan 12, 2024
Viewed
75571 times

Restricting Development to What Is Approved in a Subdivision and Land Development Plan

When a local government is approving a subdivision and land development plan, a landowner or developer sometimes agrees to place restrictions on the land to ensure that no further subdivision or development of common open space or large lots can occur beyond that contemplated in the plan being approved. Pathways to establishing these restrictions in Pennsylvania so that they are successful in the long run are described in this guide.

Last Modified
Sep 11, 2021
Viewed
6722 times

Reversionary Interest

A landowner concerned about the future use of their land can donate or sell their land on a conditional rather than absolute basis. The deed used to convey the land can include terms that will trigger a change in ownership back to them—or some other person or entity assigned by them—if use of the land falls out of compliance with the conditions set in the conveyance.

Last Modified
Aug 30, 2022
Viewed
101815 times

Right of First Offer and Right of First Refusal

A landowner may not be ready to sell their property but may be willing—if and when they are ready to sell—to provide an organization with the opportunity to purchase the property before it is sold to another. The opportunity more specifically may be for the organization to accept or make an offer on the property before it is placed on the market, to negotiate with the owner before it is exposed to the market, or to match the offer of a third-party buyer after the property has been on the market. To legally commit to providing one or more of these opportunities, the owner grants the organization a right of first offer or right of first refusal.

Last Modified
Aug 18, 2022
Viewed
118621 times

Riparian Buffer Protection Agreement

A riparian buffer protection agreement limits activities on all or a portion of a property to advance conservation purposes while keeping the property in the control of the landowner.

Last Modified
Oct 10, 2019
Viewed
22751 times

Riparian Buffer Protection via Local Government Regulation

A Guide and Model Ordinance for Pennsylvania Municipalities

Riparian buffers—forested or otherwise vegetated lands bordering water bodies—deliver tremendous water quality and other public benefits. Pennsylvania municipalities may ensure the protection and restoration of riparian buffers with their land use regulations.

Last Modified
May 22, 2014
Viewed
31245 times

Seller Take Back Financing

When a seller wants to close a sale of real estate but the buyer is not yet in a position to fully fund the purchase, the parties can close the sale with the seller taking from the buyer a purchase money note and mortgage in lieu of an all-cash payment.

Last Modified
Jan 04, 2024
Viewed
44195 times

Separate Entity to Hold Riskier Properties

Some real property is substantially riskier than other property for an organization to hold and manage, perhaps because of environmental contamination (or suspicion of the same), perhaps because of more intense public use, perhaps for some other reason. Depending on just how great the perceived risk, the organization may want to consider isolating its exposure to that risk by establishing a separate organization—wholly controlled by the founding organization—to hold the riskier property.

Last Modified
Jun 29, 2023
Viewed
630 times

Sign Ordinance

A sign ordinance can help a municipality reduce the visual clutter of signage and end business sign wars. It also can help protect, establish, or enhance community identity.

Last Modified
Mar 16, 2023
Viewed
44790 times

Social Media Basics for Conservation Organizations

Organizations can enhance and expand their conservation impact by using social media to engage new and existing supporters.

 

Last Modified
Jan 09, 2023
Viewed
21643 times

Solar Energy Development and Land Conservation

An enormous boost in solar energy production is one of the actions needed to help stop the dramatic rise of carbon in the atmosphere and better ensure civilization’s long-term prospects. This guide explores issues that conservationists may want to consider in order to both advance their land conservation work and support solar energy development.

Last Modified
Jun 13, 2023
Viewed
10828 times

Steep Slope Ordinance

Municipalities use zoning regulations to limit disturbance of steep slopes in order to prevent erosion, reduce the risk of dangerous landslides, and preserve scenic hillsides.

Last Modified
Mar 07, 2023
Viewed
61199 times

Stewardship Funding Arrangements

Options for Financing the Obligations of Conservation Easement Holders

A property owner may agree to one or more funding arrangements that require the owner or successive owners of an eased property to make one or more payments to the easement holder to support stewardship of the property. These arrangements may be customized to fit the stewardship demands created by the particular conservation easement and the financial circumstances of the owner.

Last Modified
Oct 19, 2023
Viewed
36560 times

Street and Sidewalk Design

Good street and sidewalk design improves public health and safety, accommodates a variety of users, reduces environmental impacts, and makes communities more inviting.

Last Modified
Feb 24, 2023
Viewed
32741 times

Succession Planning for Nonprofits

The unexpected departure of a nonprofit’s leader can cause organizational chaos. A nonprofit may establish policies and procedures to guide leadership transitions—unplanned and planned—to prevent damage to the organization and its work.

Last Modified
Aug 23, 2023
Viewed
10377 times

The Durability of Conservation Easements

Favorable Law and Committed Holders Ensure Lasting Conservation

Landowners grant conservation easements to conservation organizations (“land trusts”) in perpetuity. The conservation objectives of the easement and the associated restrictions on how land can be used are intended to be permanent. Land trusts and their allies across the nation go to great lengths to ensure this permanence. 

Last Modified
Feb 07, 2022
Viewed
1745 times

The Intersection of Carbon Offsets and Conservation Easements

A number of carbon offset programs are problematic. Nevertheless, it is sensible to ensure that newly drafted grants of conservation easement clearly permit offset projects (whether or not such projects ever materialize).

Last Modified
Sep 26, 2023
Viewed
4801 times

The Nature of the Conservation Easement and the Document Granting It

By statute and by common law interpretation, a conservation easement is a real estate interest and is governed by real estate law, in particular, the law of servitudes. This guide analyzes the nature of the conservation easement and the operation of the document granting the easement. It includes discussion of the mechanisms that assist in upholding the easement’s conservation objectives in perpetuity.

Last Modified
Feb 02, 2024
Viewed
58951 times

The Science Behind the Need for Riparian Buffer Protection

 Extensive scientific research documents that vegetated strips of land along waterways provide extensive water quality and other environmental and economic benfits.

Last Modified
Jan 22, 2015
Viewed
61271 times

Traditional Neighborhood Development

Traditional Neighborhood Development creates compact, mixed-use, non-automobile- dependent neighborhoods and communities. It serves the needs of people and accommodates growth with minimal waste of land.

Last Modified
Jun 20, 2018
Viewed
30974 times

Traffic Calming

Traffic-calming incorporates a variety of design and management strategies in local streetscapes to control volume and speed of traffic for the safety of both motorists and non-motorists.

Last Modified
Oct 06, 2017
Viewed
40897 times

Trail Easements

A property owner may convey to others the rights to create, maintain, and use a trail on their property without giving up ownership and enjoyment of the land through which the trail passes.

Last Modified
Sep 29, 2022
Viewed
52343 times

Trails for All People

Guidance for Accessibility and Inclusive Design

How can trail groups, local governments, and land trusts responsibly plan, develop, and operate trails that are accessible by all people, including those with limited mobility? What are best management practices? What is legally required? When is universal accessibility not appropriate?

Last Modified
Sep 09, 2021
Viewed
29470 times

Transfer of Development Rights

Transfer of Development Rights is a zoning technique that conserves land by redirecting development that would otherwise occur on the land (the sending area) to a receiving area suitable for denser development. The technique operates so that owners in the sending area can be compensated for their redirected development rights.

Last Modified
Jan 22, 2019
Viewed
103835 times

Trapped in a Contract

Don't Get Burned by Evergreen and Automatic Renewal Clauses

Organizations should be wary of draconian renewal clauses that are sometimes embedded in seemingly innocuous contracts. If an organization enters into a contract containing such a clause, the organization should have a management system in place to ensure that crucial dates for action are not missed.

Last Modified
Aug 21, 2020
Viewed
6086 times

Tree Law in Pennsylvania

Trees benefit us all; they can also bring conflict. This guide provides legal insights on typical neighbor disputes and responsibilities concerning trees near property lines. It reviews roles and responsibilities regarding trees in public rights of way. The guide also addresses the issues of liability for injury as well as the damages a court might award for cutting down or harming someone else’s trees.

Last Modified
Jan 13, 2022
Viewed
30668 times

Tree Ordinance

A tree ordinance regulates various aspects of tree maintenance, removal, and planting in a municipality, resulting in aesthetic and environmental benefits.

Last Modified
Jun 20, 2018
Viewed
44780 times

Urban Growth Boundary

Urban growth boundaries are used to demarcate where government intends to encourage and discourage land development. This guide provides links to resources about urban growth boundaries, as well as examples from Pennsylvania municipalities.

Last Modified
Feb 25, 2019
Viewed
23378 times

Using a Deed Restriction to Protect Land

A Path for When Neither a Land Trust Nor Government Can Help

A family or group of neighbors may want to limit future use of a property, but that desire may not be shared as a priority by conservation organizations or government. In this case, a deed restriction may a sensible—albeit imperfect—tool that the private individuals can use on their own to achieve limited protection of the land.

Last Modified
May 18, 2021
Viewed
4015 times

Using the Model Conservation Easement

The Model Grant of Conservation Easement and Declaration of Covenants provides users with a state-of-the-art legal document. Built on a foundation of research that identified working (and failing) easement practices around the country and fine-tuned in response to user experiences and feedback over many years, no easement document has received more peer review. The expansive commentary explains the reasoning behind every provision, instructs on use of the model, and provides a wealth of alternative and optional provisions.

Last Modified
Nov 21, 2023
Viewed
36022 times

Volunteers

Guidance for Recruiting, Training, Managing, and Retaining Unpaid Workers

Effectively recruiting, training, managing, and retaining volunteers can play a crucial role in helping a nonprofit organization accomplish its goals.

Last Modified
Aug 14, 2023
Viewed
5154 times

What Is a Land Trust?

Simply stated, a land trust is a charitable organization that acquires land or conservation easements, or that stewards land or easements, for conservation purposes. However, this simple definition leaves much to be explained.

Last Modified
Jul 01, 2021
Viewed
51382 times

What is Conservation?

In brief, WeConservePA uses the word conservation to mean the act of caring for and wisely using land to ensure that the land’s natural resources can continue to benefit people and wildlife over time, and, where the land is degraded, restoring its capacity to deliver these benefits.  

Last Modified
May 12, 2022
Viewed
3594 times

When to Advocate for Conservation

Coming soon

Last Modified
Sep 11, 2019
Viewed
1500 times

Who Has Standing?

Conservation Easements in Pennsylvania Courts

Who can assert claims and be heard in Pennsylvania’s courts if a dispute heats up over the management of a conservation easement?

Last Modified
Jan 30, 2024
Viewed
24953 times

Who May Get Involved in Conservation Easement Management Matters?

A Consideration for Amendment of Pre-June 2001 Easements

Occasionally a land trust will seek to amend a conservation easement. More often, the owners of land subject to an easement will ask for an amendment. In any case, the issue of who can insert themselves into easement management matters can be compelling reason for the parties to agree to an amendment if the easement was created in Pennsylvania prior to June 22, 2001.

Last Modified
Oct 28, 2021
Viewed
1250 times

Why Preserve Farmland?

Farms feed us and provide a host of other public benefits. However, every day, the amount of fertile farmland diminishes as development spreads. When farmers think that the farms around them will be sold for development, which would result in the enterprises that support farming leaving and the loss of their support network, this can set off a downward spiral in a farming community: farmers leave farming or stop reinvesting in their farms because they fear the consequences of being one of the last farmers in an area. Farmland preservation programs can provide assurance to farmers that there will always be a critical mass of farms in an area, bringing stability to the local farm community and economy.

Last Modified
Feb 08, 2023
Viewed
61091 times

Working Forest Conservation Easement

A Property Rights-Based Tool for Conservation

A working forest conservation easement keeps forestland intact for timber production, providing support for rural economies. It is established by mutual agreement of a willing landowner and a private land trust or government. The conservation easement limits subdivision, development, and activities that would hinder the land’s capacity to grow trees for industry. If agreeable to the landowner, it can also be used to ensure recreational access for the public.

Last Modified
Jul 26, 2023
Viewed
2258 times

Working with Nature to Manage Stormwater

The most effective tools to reduce the water pollution and flooding caused by stormwater runoff are green infrastructure, land conservation, and best management practices on farms.

Last Modified
Apr 25, 2019
Viewed
11216 times

Your Loss Is Not My Benefit; Your Gain Is Not My Detriment

The Tenuous Link Between Value to Landowner and Value to Conservation in Easement Transactions

How does decrease or increase in market value of land resulting from establishing or amending an easement relate to the conservation easement’s value? What do we mean when we refer to “value”? This guide explores these questions

Last Modified
Nov 03, 2020
Viewed
1770 times