Investment Policy Statements for Nonprofit Organizations : ConservationTools

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Model Documents
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- Model Conservation Easements
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Land Use Ordinances & Development Standards
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Land Use Planning & Community Visioning
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Acquisition of Land & Easements
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Financing Conservation & Fundraising in General
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- Loans
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Stewardship of the Land
- Converting Lawn to Meadow
- Invasive Plant Species
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- Native Plant Species
- Public Access
- Riparian Buffer
- Stewardship of Eased Lands
- Stewardship of Fee-Owned Lands
Case for Conservation
- Economic Benefits of Conservation
- Health Benefits of Conservation
  - Nature Therapy for Veterans
- Environmental Benefits of Conservation
  - Biodiversity
  - Water quality
- Public Opinion Surveys & Polls
- Stories
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  - Conducting Cost of Community Service Analyses
  - Costs of Community Services: Case Studies
Introduction to Land Trusts & Their Work
Property Taxes
- Preferential Assessment (Clean & Green)
- Property Tax Exemption
The Law
- Audits
- Case Law Review by Frone Crawford, Jr.
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- Liability Associated with Recreational Use
- New Jersey Law
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Landowner Resources
- Government Incentives
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Non-Regulatory Government Options
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Natural Gas
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Organizational Operations & Management
- Advocacy & Lobbying
- Collaboration and Mergers
- Ethics
- Nonprofit Management
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- Land Trust Standards and Practices
- Strategic Plans/Work Plans
- Recordkeeping
- Investing
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  - Member/Donor Communications
Municipal Parks & Recreation
Trails & Greenways
Public Policy
- Working Papers
- State Conservation Tax Credits
Education & Communication
- Curricula
- Environmental Advisory Council
- Issue Advocacy
- Language of Conservation
- Outreach Programs
- Social Networking
Conference, Seminar & Workshop Materials
- 2009 Pennsylvania Land Conservation Conference
- 2010 Pennsylvania Land Conservation Conference
- 161028 Drafting Easement Documents to Minimize Stewardship Pain
Kittatinny Municipal Resources
Print Versions of ConservationTools.org Guides
Miscellaneous
Water Resources
Nature Play
- David Sobel's Books
Public Access Policies
PRPS Staging
DCNR Staging
- DCNR - Economic Benefits
Archive of Old Editions

While not specifically mandated in the federal or state regulations that govern nonprofit organizations, a carefully crafted and well-maintained investment policy statement is one of the best ways to document a prudent investment process.

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Investment Policy Statements.pdf
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http://www.morganstanleyfa.com/public/facilityfiles/mssba...

Topic tags: Policy

Related guides: Investment Guidance for Land Trusts

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Last modified by Nate Lotze