This is a hub for learning, connecting and growing for land trust volunteers, staff, and board members, as well as others working to preserve the lands and waters we love. The Centre contains documents, events, trainings, and other materials related to the topics most important to land trusts, as well as additional resources needed to support commitment and excellence in the land trust community.
Not seeing the document you’re looking for? We are in the process of migrating assets from our old resource library to our new one. You can access our new resource library here to search for the item you’re looking for. If you still can’t find it, please reach out to [email protected], and we’d be happy to assist you.
| Categories | Title | Content | Author | Year | Link | File Size | File Type | hf:doc_categories | hf:doc_author | hf:file_type |
|---|---|---|---|---|---|---|---|---|---|---|
| Indigenous Resources | Land trusts can help protect ecologically sensitive land in cottage country. Here’s how they work | Land trusts can help protect ecologically sensitive land in cottage country. Here’s how they work by Sasha Chapman. This article in Cottage Life provides an introductory look at how land trusts and Indigenous peoples work together in the Kawarthas and other parts of Ontario. | Sasha Chapman | 2024 | www | indigenous-resources | sasha-chapman | www | ||
| Indigenous Resources | State of the Bay 2023: Protecting the Great Lake of the Spirit | State of the Bay 2023: Protecting the Great Lake of the Spirit – Georgian Bay Biosphere | Georgian Bay Biosphere | 2023 | www | indigenous-resources | georgian-bay-biosphere | www | ||
| Indigenous Resources | For Our Future: Indigenous Resilience Report | For Our Future: Indigenous Resilience Report, a 2024 report written by Indigenous experts on the impact of climate change and how Indigenous peoples can and are leading the way in adaptation. This report draws on Indigenous knowledge, perspectives and experiences to explore the multidimensional and intersecting aspects of climate change impacts and adaptation. | Indigenous Resilience Report | 2024 | www | indigenous-resources | indigenous-resilience-report | www | ||
| Indigenous Resources | Indigenous Circle of Experts Resources | The Indigenous Circle of Experts was formed through the Pathway process to make recommendations and offer guidance on how IPCAs could be realized in Canada and contribute towards Canada’s conservation goals. Members included a core group of Indigenous experts from across Canada and officials from federal, provincial and territorial jurisdictions. The Indigenous Circle of Experts held 4 regional gatherings in each of the cardinal directions to hear from communities and governments on IPCAs. Check out the link to learn more | Indigenous Circle of Experts Resources | 2024 | www | indigenous-resources | indigenous-circle-of-experts-resources | www | ||
| Indigenous Resources | IPCA Knowledge Basket | IPCA Knowledge Basket, a digital space created to honour, celebrate, and catalyze Indigenous-led conservation pathways in Canada, including Indigenous Protected and Conserved Areas (IPCAs). The IPCA Knowledge Basket holds stories, videos, songs, government reports and policies, academic articles, resources, and artwork available to all who seek to support Indigenous-led conservation. | Indigenous Protected and Conserved Areas (IPCAs) | 2024 | www | indigenous-resources | indigenous-protected-and-conserved-areas-ipcas | www | ||
| Indigenous Resources | OLTA’s Statement on Indigenous Conservation and Engagement. | At OLTA we believe that, as a community, we need to learn about, engage and uphold our role within treaties, settler’s responsibilities, and natural law in order to honour our ongoing commitment to meaningful reconciliation with all Indigenous Peoples on whose treaty and ancestral territories we live and work. We are mindful of broken covenants and the need to reconcile with all our relations. OLTA recently developed a Statement on Indigenous Conservation and Engagement. Visit the link for details. | Ontario Land Trust Alliance | 2022 | indigenous-resources | ontario-land-trust-alliance | ||||
| Webinar | OLTA Spring Gratitude Social Vertical V4 | A thank you from OLTA’s executive director Alison Howson. Thanking supporters, members, partners and volunteers associated with OLTA and all that they do to support OLTA and conservation. | Ontario Land Trust Alliance | 2024 | www | webinar | ontario-land-trust-alliance | www | ||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreements are charitable assets and responsibilities Webinar | Laura Kucey, Ontario Land Trust Alliance, Paul Peterson, Will Thomson | 2024 | www | olta-members-only webinar | laura-kucey ontario-land-trust-alliance paul-peterson will-thomson | www | |||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreements: Gifts, Receipts and Taxes Webinar | Laura Kucey, Ontario Land Trust Alliance, Paul Peterson, Will Thomson | 2024 | www | olta-members-only webinar | laura-kucey ontario-land-trust-alliance paul-peterson will-thomson | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Annual Property Monitoring Webinar | Aileen Barclay, Mikayla Johnston-Clayton, Ontario Land Trust Alliance, Rebecca Lauchbury | 2024 | www | olta-members-only webinar | aileen-barclay mikayla-johnston-clayton ontario-land-trust-alliance rebecca-lauchbury | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Estimating GHG flux benefits of forest conservation and restoration | Sean Thomas | 2024 | www | olta-members-only webinar | sean-thomas | www | |||
| OLTA Members Only, Webinar | Protected: OLTA GIS Support Webinar | Katya Kozina, Ontario Land Trust Alliance | 2024 | www | olta-members-only webinar | katya-kozina ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Internal Control Training | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA & Member Accomplishments 2023 | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Session II Governance & Operations Workshop | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only | Protected: Session I – Governance & Operations Workshop | Ontario Land Trust Alliance | 2023 | www | olta-members-only | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: EBC OLTA Monarch Butterfly Tagging 2021 | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 16 – April 2023 | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Engaging New Canadians with Nature Program – Sharing Successes and Learnings Webinar | Deepikaa Gupta (Grey Bruce Local Immigration Partnership), Mikayla Johnston-Clayton (Ontario Land Trust Alliance) | 2023 | www | olta-members-only webinar | deepikaa-gupta-grey-bruce-local-immigration-partnership mikayla-johnston-clayton-ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 15 – March 2023 | Andrew (Nature Canada), Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | andrew-nature-canada ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Spatial Tools for Conservation Planning Webinar | Jason Beaulieu (NCC), Ontario Land Trust Alliance, Richard Schuster (NCC) | 2023 | www | olta-members-only webinar | jason-beaulieu-ncc ontario-land-trust-alliance richard-schuster-ncc | www | |||
| OLTA Members Only, Webinar | Ecological Sensitivity Reports: Overview and Tips | Join us to learn more about the reporting process for both fee-simple and conservation easement agreement properties, things to consider when reporting your properties, and learn more about resources OLTA has developed to assist land trusts with screening and reporting properties to CPCAD. | Morgan Roblin (Director of Conservation Science), Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | morgan-roblin-director-of-conservation-science ontario-land-trust-alliance | www | ||
| OLTA Members Only, Webinar | Protected: Nocturnal World of Bats Webinar with the Toronto Zoo 2023 | CultureLink, Toby Thorne (Toronto Zoo) | 2023 | www | olta-members-only webinar | culturelink toby-thorne-toronto-zoo | www | |||
| OLTA Members Only, Webinar | Protected: Protected Areas Reporting Webinar – March 2023 | CultureLink, Toby Thorne (Toronto Zoo) | 2023 | www | olta-members-only webinar | culturelink toby-thorne-toronto-zoo | www | |||
| OLTA Members Only, Webinar | Protected: Reptile, Amphibians, and Fishes with the Toronto Zoo | CultureLink, Maria Molina Letelier (Toronto Zoo), Rachelle Fortier (Toronto Zoo) | 2023 | www | olta-members-only webinar | culturelink maria-molina-letelier-toronto-zoo rachelle-fortier-toronto-zoo | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 14 – February 2023 | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 13 – January 2023 | Anna Lee (KLT), Jackie Randal (BTC), Ontario Land Trust Alliance, Renata Woodward | 2023 | www | olta-members-only webinar | anna-lee-klt jackie-randal-btc ontario-land-trust-alliance renata-woodward | www | |||
| OLTA Members Only, Webinar | Protected: Ontario Land Trust Alliance Bird Survey | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: 2017 OLTA Member Accomplishments movie | Ontario Land Trust Alliance | 2023 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Land Trust Leaders & Founders – Interview Clips OLTA 2022 | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Volunteer Led Land Trust Meeting 3rd or 4th meeting, July2022 | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: GCPP Barriers Discussion | Erinn Todd, Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | erinn-todd ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA’s 20th Anniversary Virtual Celebration Nov 2022 | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 12 – December 2022 | Ontario Land Trust Alliance, Rose Pfeifer, Vanessa | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance rose-pfeifer vanessa | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 11 – November 2022 | Ontario Land Trust Alliance | www | olta-members-only webinar | ontario-land-trust-alliance | www | ||||
| OLTA Members Only, Webinar | Protected: OLTA Information Session Recording for MNO 2022 | Allison Howson, Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | allison-howson ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 10 – October | Aileen Barclay, Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | aileen-barclay ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP Session 9 – September | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP – Session 8 – June 2022 | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Bat Monitoring Training (2022) | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Species at Risk Action Fund Information Session 2022 | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Eastern Whip-poor-will Monitoring Training | LPBLT, Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | lpblt ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Welcome & Keynote Address | Dr. Justina Ray, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | dr-justina-ray ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Ontario Climate Action Panel | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Happy Retirement Brooks!! | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Climate Change Adaptation Series – International Panel | Adena Rissman, Dr. Hugh Possingham, Kelly Watkinson, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | adena-rissman dr-hugh-possingham kelly-watkinson ontario-land-trust-alliance | www | |||
| Indigenous, OLTA Members Only, Webinar | Protected: Indigenous Conservation Strategies & Practices | Gary Pritchard, Ontario Land Trust Alliance | 2021 | www | indigenous olta-members-only webinar | gary-pritchard ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: The Benefits of Urban Forests | CultureLink, LEAF, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | culturelink leaf ontario-land-trust-alliance | www | |||
| Indigenous Resources, OLTA Members Only, Webinar | Protected: Indigenous Placemaking & Ethical Space | Gary Pritchard, Ontario Land Trust Alliance | 2021 | www | indigenous-resources olta-members-only webinar | gary-pritchard ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTCOP-Session 1 (Sept 2021) | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Climate Change Adaptation Series – Keynote Presentation | Megan Leslie (WWF Canada), Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | megan-leslie-wwf-canada ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Near-Urban Nature Network – Digital Information Session | Anne Bell (Ontario Nature), Edward McDonnell (Greenbelt Foundation), Janet Summer (Wildlands League), Kerry-Ann Charles (Cambium Indigenous Professional Services), Shelley Petrie (Greenbelt Foundation) | 2021 | www | olta-members-only webinar | anne-bell-ontario-nature edward-mcdonnell-greenbelt-foundation janet-summer-wildlands-league kerry-ann-charles-cambium-indigenous-professional-services shelley-petrie-greenbelt-foundation | www | |||
| OLTA Members Only, Webinar | Protected: National Land Trust Organization Consultation | LTABC, Ontario Land Trust Alliance, RMN | 2021 | www | olta-members-only webinar | ltabc ontario-land-trust-alliance rmn | www | |||
| OLTA Members Only, Webinar | Protected: Building a Robust Land Trust Through Engagement Organizing – Session 2 | Cheyenne Currie, Jackie Randle, Joelle Burnie, Ontario Land Trust Alliance, Renata Woodward | 2021 | www | olta-members-only webinar | cheyenne-currie jackie-randle joelle-burnie ontario-land-trust-alliance renata-woodward | www | |||
| OLTA Members Only, Webinar | Protected: Becoming a Robust Land Trust through Engagement Organizing -Session 1 | Cheyenne Currie, Jackie Randle, Joelle Burnie, Ontario Land Trust Alliance, Renata Woodward | 2021 | www | olta-members-only webinar | cheyenne-currie jackie-randle joelle-burnie ontario-land-trust-alliance renata-woodward | www | |||
| OLTA Members Only, Webinar | Protected: Bat Monitoring Training | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Introduction to Natural Burial Grounds | Natural Burial Association, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | natural-burial-association ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Common Myths & Misperceptions of the Indigenous Community | Gary Pritchard, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | gary-pritchard ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreement Monitoring & Landowner Relations | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| Canadian Land Trust Standards and Practices | Land Trust Starter Guide | This newly updated guide provides step-by-step instructions on how to establish a land trust. It covers essential topics such as organizational structure, governance, legal considerations, and fundraising. With helpful tips and best practices, this guide is designed to support new and emerging land trusts in protecting natural and cultural resources. Whether you’re just starting or looking to refine your approach, this resource is your go-to reference for building a successful land trust. | OLTA / ACLT / LTABC / RMN | 11 MB | canadian-land-trust-standards-and-practices | olta-aclt-ltabc-rmn | ||||
| OLTA Members Only, Webinar | Protected: Baseline Documentation Report Guide Webinar | Fleming Student Team, Laura Kucey, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | fleming-student-team laura-kucey ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA’s Climate Action Program | Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreement (CEA) Revitalization | Kristyn Ferguson, Laura Kucey, Ontario Land Trust Alliance, Susan Walmer | 2021 | www | olta-members-only webinar | kristyn-ferguson laura-kucey ontario-land-trust-alliance susan-walmer | www | |||
| OLTA Members Only, Webinar | Protected: Two Side of the Same Coin: Connecting Invasive Species Action and Biodiversity Solutions | Colin Cassin, Invasive Species Centre | 2021 | www | olta-members-only webinar | colin-cassin invasive-species-centre | www | |||
| OLTA Members Only, Webinar | Protected: Restricted Funds | Mark Bisset, Ontario Land Trust Alliance, Susan Walmer | 2021 | www | olta-members-only webinar | mark-bisset ontario-land-trust-alliance susan-walmer | www | |||
| OLTA Members Only, Webinar | Protected: Protected Areas Reporting Training Session | Environment and Climate Change Canada, Jorden Becker, Ontario Land Trust Alliance | 2021 | www | olta-members-only webinar | environment-and-climate-change-canada jorden-becker ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreements: Drafting, Violations, & Challenges | Ian Attridge, Ontario Land Trust Alliance, Vicki Schmolka | 2020 | www | olta-members-only webinar | ian-attridge ontario-land-trust-alliance vicki-schmolka | www | |||
| OLTA Members Only, Webinar | Protected: Conservation Easement Agreement Basics: Overview of the OLTA Guide & Sample | Ian Attridge, Ontario Land Trust Alliance, Vicki Schmolka | 2020 | www | olta-members-only webinar | ian-attridge ontario-land-trust-alliance vicki-schmolka | www | |||
| OLTA Members Only, Webinar | Protected: Climate Action Program – Thames Talbot Land Trust | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Climate Action Program – rare Charitable Research Reserve | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Climate Action Program – Hailburton Highlands Land Trust | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Introduction to Miradi | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Climate Action Webinar/OTF Recognition Event | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: Funding Land Conservation | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: OLTA Awards | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: A Resilience Agenda for Protected Lands | Ontario Land Trust Alliance, Professor Julia Baird | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance professor-julia-baird | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: On A Path Towards Shared Wiser Futures | Musagetes Foundation, rare Charitable Research Reserve | 2020 | www | olta-members-only webinar | musagetes-foundation rare-charitable-research-reserve | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: Land Trusts, Ecological Corridors and Nature Conservation That Matters | Harvey Locke, Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | harvey-locke ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: OLTA’s New Strategic Plan | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: OLTA Member Accomplishments | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: Communication Amidst Global Distractions | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Gathering 2020: S&P Best Practices in COVID Times | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Monarch Butterfly Festival | CultureLink, Escarpment Biosphere Conservancy, WWF | 2020 | www | olta-members-only webinar | culturelink escarpment-biosphere-conservancy wwf | www | |||
| OLTA Members Only, Webinar | Protected: Walk’n’Roll at Riverwood | CultureLink, Region of Peel, Riverwood Conservancy | 2020 | www | olta-members-only webinar | culturelink region-of-peel riverwood-conservancy | www | |||
| OLTA Members Only, Webinar | Protected: Introduction to Crowdcast | Ontario Land Trust Alliance | 2020 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| OLTA Members Only, Webinar | Protected: Virtual Nature Walk – Happy Valley Forest | CultureLink | 2020 | www | olta-members-only webinar | culturelink | www | |||
| OLTA Members Only, Webinar | Protected: OLTA Climate Change Webinar | Dr. Michael Drescher, Ontario Land Trust Alliance, Stephanie Barr | 2018 | www | olta-members-only webinar | dr-michael-drescher ontario-land-trust-alliance stephanie-barr | www | |||
| OLTA Members Only, Webinar | Protected: Mylu Call With Feeding Buzzes | Ontario Land Trust Alliance | 2018 | www | olta-members-only webinar | ontario-land-trust-alliance | www | |||
| Standard 2: Compliance with Laws | OFT Articles & Bylaws for Continuance | Canada Not-for-profit Corporations Act (NFP Act) Form 4031. | Ontario Farmland Trust | 2013 | 464 KB | standard-2-compliance-with-laws | ontario-farmland-trust | |||
| Standard 2: Compliance with Laws | ORMLT Bylaws | An example of a by-law relating to the general conduct of the the affairs of Oak Ridges Moraine Land Trust. | Oak Ridges Moraine Land Trust | 2013 | 100 KB | standard-2-compliance-with-laws | oak-ridges-moraine-land-trust | |||
| Standard 2: Compliance with Laws | Board Policies Review Schedule | A sample of a Board policy review schedule. | Ontario Land Trust Alliance | 2019 | 67 KB | standard-2-compliance-with-laws | ontario-land-trust-alliance | |||
| Standard 2: Compliance with Laws | T3010 Charity Return – Filing Information | T3010 charity return – Filing information | Government of Canada | 2020 | html | standard-2-compliance-with-laws | government-of-canada | html | ||
| Standard 2: Compliance with Laws | Charities and Politics – Presentation | Review of Recent Initiatives to Modernize the Rules • Current Legislative Amendments Applying to Registered Charities and the Conduct of Political Activities and What’s on the Horizon • Current Draft Administrative Guidance Concerning Public Policy Dialogue and Development Activities by Charities | Carters Law | 2019 | 108 KB | standard-2-compliance-with-laws | carters-law | |||
| Standard 3: Board Accountability | Board Responsibility Agreement | The Ontario Farmland Trust requires that strict confidentiality be maintained within the corporation with respect to all confidential information obtained by Trust volunteers, including Directors, concerning the organization and its staff, as well as the clients, donors, partners and others they serve. | Ontario Farmland Trust | 2013 | 345 KB | standard-3-board-accountability | ontario-farmland-trust | |||
| Standard 3: Board Accountability | Guidance & Protocol for Committees | In full accord with its constitutional bylaws, the OLTA Board of Governors, comprised of up to 15 members, governs the business and policies of the Alliance. The current bylaws prescribe operating rules for Trust membership, general duties and responsibilities of the Board, Officers, Staff, Committees and basic requirements for financial reporting, auditing, record keeping and meetings. The Chair, Vice Chair, Secretary and Treasurer and Executive Director are designated Officers of the Alliance. | Ontario Land Trust Alliance | 2016 | 86 KB | standard-3-board-accountability | ontario-land-trust-alliance | |||
| Standard 3: Board Accountability | Primer for Directors of NFP Corporations | Ideally, any board of directors should be made up of individuals who bring a wide array of skills and expertise to the task of governing a not-for-profit corporation. So it is perhaps fitting that in creating this publication, we have enjoyed the luxury of drawing on an exceptionally broad range of talents and experience. | Industry Canada | 2002 | 1 MB | standard-3-board-accountability | industry-canada | |||
| Standard 3: Board Accountability | Recruitment & Nomination Policy | The OLTA seeks to recruit capable and responsible persons as Board Members (Governors) who are committed to its vision, mission and good governance. The Board is comprised of a minimum of 9 members and not over a maximum of 15 members. | Ontario Land Trust Alliance | 2016 | 89 KB | standard-3-board-accountability | ontario-land-trust-alliance | |||
| Standard 3: Board Accountability | Board Succession Planning Policy | The OLTA Board is committed to Succession Planning (SP) as set out in this statement of its policy and process. Board succession is a critical task in the continued productivity and long-term sustainability of the OLTA and its mission. The main goal of Board SP Policy is to plan, organize and enable the smooth transition as Governors leave the Board and ensure key positions and skill gaps are filled. | Ontario Land Trust Alliance | 2018 | 97 KB | standard-3-board-accountability | ontario-land-trust-alliance | |||
| Standard 3: Board Accountability | Emergency Leadership Policy | The Board of Governors for the Ontario Land Trust Alliance (aka the OLTA) has developed this Emergency Leadership Plan to be implemented in the event of an unforeseen absence of its Executive Director. | Ontario Land Trust Alliance | 2018 | 238 KB | standard-3-board-accountability | ontario-land-trust-alliance | |||
| Standard 3: Board Accountability | Board Awareness of Organization Policies | The Board of the Oak Ridges Moraine Land Trust (ORMLT) has established a systematic Policy Framework to support its governing duties, liabilities and responsibilities. Policies are organized under basic categories e.g. Constitution & Mission, Trust Administration, Land Securement & Stewardship, Financial Management, Fundraising & Outreach. | Oak Ridges Moraine Land Trust | 2016 | 92 KB | standard-3-board-accountability | oak-ridges-moraine-land-trust | |||
| Standard 3: Board Accountability | Code of Conduct | The purpose of the policy is to provide the Ontario Land Trust Alliance (OLTA) Governors, Employees, Volunteers and Service Providers with policy, standards of service and principles for corporate behaviour that support and uphold generally accepted professional standards. | OLTA | 2016 | 138 KB | standard-3-board-accountability | olta | |||
| Standard 3: Board Accountability | Job Description for OLTA Governor | The Board of Governors are collectively accountable to the OLTA members, funders, and other stakeholders. They are responsible for the performance of OLTA in relation to corporate vision and mission, for the oversight and implementation of strategic plans and programs, and for the effective stewardship of financial and human resources. | Ontario Land Trust Alliance | 2016 | 65 KB | standard-3-board-accountability | ontario-land-trust-alliance | |||
| Standard 3: Board Accountability | Board Mandate | This document details mandate, membership, meetings, authority, and key responsibilities of the Board Committees of the Bruce Trail Conservancy (BTC) Board of Directors (Board). The terms and conditions described in Section 1 of this document apply to all Board Committees, Operational Committees and Task Forces as a basis for their operations. | Bruce Trail Conservancy | 2018 | 465 KB | standard-3-board-accountability | bruce-trail-conservancy | |||
| Standard 3: Board Accountability | Board Resolution Sample -property acquisition and fund transfer | Sample of a resolution to accept the acquisition of properties listed below, and transfer associated funds to the Land Stewardship fund for [Year]. | Kawartha Land Trust | 2023 | 118 KB | standard-3-board-accountability | kawartha-land-trust | |||
| Standard 4: Conflict of Interest | Conflict of Interest Policy | A Sample of a Land Trust’s Conflict of Interest Policy. | Couchiching Conservancy | 2021 | 151 KB | standard-4-conflict-of-interest | couchiching-conservancy | |||
| Standard 4: Conflict of Interest | Payments to Directors and Connected Persons | This Guidance provides general information about Ontario Regulation 4.01 under the Charities Accounting Act (the Regulation), which allows
charitable corporations operating in Ontario to compensate directors and persons connected to them, without a court order, provided specific requirements are met.
| Office of the Public Guardian and Trustee Guardianship | 2018 | 480 KB | standard-4-conflict-of-interest | office-of-the-public-guardian-and-trustee-guardianship | |||
| Standard 5: Fundraising | Accountability Policy – Template | The Accountability Policy is based on the Canadian Centre for Philanthropy’s Ethical Fundraising and Financial Accountability Code as recommended by The Canadian Land Trust Alliance’s background paper. This policy’s primary purpose is to assure donors of the integrity and accountability of [ORGANIZATION] with respect to donors’ rights, fundraising practices and financial accountability. | Ontario Land Trust Alliance | 65 KB | standard-5-fundraising | ontario-land-trust-alliance | ||||
| Standard 5: Fundraising | Fundraising Policy – Template | A Sample of a Fundraising Policy. | Ontario Land Trust Alliance | 51 KB | standard-5-fundraising | ontario-land-trust-alliance | ||||
| Standard 5: Fundraising | Code of Ethical Standards | The Association of Fundraising Professionals believes that ethical behavior fosters the development and growth of fundraising professionals and the fundraising profession and enhances philanthropy and volunteerism. AFP Members recognize their responsibility to ethically generate or support ethical generation of philanthropic support. Violation of the standards may subject the member to disciplinary sanctions as provided in the AFP Ethics Enforcement Procedures. AFP members, both individual and business, agree to abide (and ensure, to the best of their ability, that all members of their staff abide) by the AFP standards. | Association of Fundraising Professionals | 2020 | www | standard-5-fundraising | association-of-fundraising-professionals | www | ||
| Standard 5: Fundraising | Fundraising | The expectation of board member involvement in fundraising continues to rise, yet many boards have not created a policy that specifies what that involvement should entail. A board fundraising policy can take the form of a narrative or a specialized agreement or contract in which board members indicate the amount they expect to contribute to the organization in the coming year and how they will participate in the fundraising efforts of the organization. | Board Source | 2013 | 532 KB | standard-5-fundraising | board-source | |||
| Standard 5: Fundraising | Board Fundraising Policy: Key Elements, Practical Tips, and Sample Policy | Guidelines for creating a Board Fundraising Policy. | Board Source | 2017 | 56 KB | standard-5-fundraising | board-source | |||
| Standard 5: Fundraising | Bill of Rights for Donors | A sample of a Bill of Rights for Donors – Policy and Principles. | Ontario Land Trust Alliance | 2018 | 78 KB | standard-5-fundraising | ontario-land-trust-alliance | |||
| Standard 5: Fundraising | Sponsorship Policy | A Sample of an Organization Policy and Managing Guidelines. | Ontario Farmland Trust | 2014 | 412 KB | standard-5-fundraising | ontario-farmland-trust | |||
| Standard 5: Fundraising | Donor Thank You Call | A Sample of Donor Appreciation Calls – Telephone Script. | Ontario Farmland Trust | 2017 | 120 KB | standard-5-fundraising | ontario-farmland-trust | |||
| Standard 5: Fundraising | Privacy Policy – Sample 1 | A Sample Privacy Policy. | Ontario Land Trust Alliance | 2018 | 79 KB | standard-5-fundraising | ontario-land-trust-alliance | |||
| Standard 5: Fundraising | Privacy Policy – Sample 2 | A Sample Privacy Policy | Imagine Canada | 61 KB | standard-5-fundraising | imagine-canada | ||||
| Standard 6: Financial Oversight | Land Securement Reserve Fund Investment Policy – Template | The purpose of this investment policy is to provide direction and an accountability structure in the execution and management of investment transactions for the land securement and property maintenance reserve fund. | Ontario Land Trust Alliance | 68 KB | standard-6-financial-oversight | ontario-land-trust-alliance | ||||
| Standard 6: Financial Oversight | Fund Investment Policy – Template | The purpose of this investment policy is to provide direction and an accountability structure in the execution and management of investment transactions for the Land Forever Endowment Fund investment policy. | Ontario Land Trust Alliance | 83 KB | standard-6-financial-oversight | ontario-land-trust-alliance | ||||
| Standard 6: Financial Oversight | Investment Principles and Management Organization Policy – Sample 2 | A Sample of an Investment Principles and Management Organization Policy.
| Oak Ridges Moraine Land Trust | 2014 | 233 KB | standard-6-financial-oversight | oak-ridges-moraine-land-trust | |||
| Standard 6: Financial Oversight | A Guide to Financial Statements of Not-for-Profit Organizations | The Corporate Oversight and Governance Board (COGB) of the Chartered Professional Accountants of Canada (CPA Canada) has developed this guide to help directors of not-for-profit organizations (NFPs) understand the financial statements of the organization they serve. Although boards may delegate the detailed aspects of financial oversight to a board committee, all directors have a personal responsibility for ensuring that they understand the financial information provided to them and the financial implications of their decisions and actions. | Chartered Professional Accountants of Canada (CPA Canada) | 2020 | 666 KB | standard-6-financial-oversight | chartered-professional-accountants-of-canada-cpa-canada | |||
| Standard 6: Financial Oversight | Audited Financial Statements | A Sample Report on an Audit of Financial Statements. | Ontario Land Trust Alliance | 2019 | 137 KB | standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 6: Financial Oversight | Financial Management Policy – Sample 2 | A Sample of Financial Management Policies. | Oak Ridges Moraine Land Trust | 2015 | 271 KB | standard-6-financial-oversight | oak-ridges-moraine-land-trust | |||
| Standard 6: Financial Oversight | Financial Management Policy | A Sample Manual on Financial Policies and Practices. | Ontario Land Trust Alliance | 2023 | 309 KB | standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 2: Compliance with Laws, Standard 6: Financial Oversight | Financial Management Policy – Sample 1 | A Sample of a Financial Management Policy. | Ontario Land Trust Alliance | 2018 | 237 KB | standard-2-compliance-with-laws standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 6: Financial Oversight | Record Management Policy | A Sample of a Record Management Policy. | Couchiching Conservancy | 2021 | 254 KB | standard-6-financial-oversight | couchiching-conservancy | |||
| Standard 6: Financial Oversight | Financial Management Policy – Sample 2 | A Sample of a Financial Management Policy. | Oak Ridges Moraine Land Trust | 2019 | 329 KB | standard-6-financial-oversight | oak-ridges-moraine-land-trust | |||
| Standard 6: Financial Oversight | Accountability & Risk Management | A Sample of a Board Accountability and Risk Management Policy. | Ontario Land Trust Alliance | 2018 | 92 KB | standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 6: Financial Oversight | Risk Management Plan | A Sample of a Risk Management Plan. | Ontario Land Trust Alliance | 2018 | 108 KB | standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 6: Financial Oversight | Legal Risk Management Checklist | The purpose of this legal risk management checklist is to provide a brief outline of some of the more important issues that directors, officers, and executive staff of a charity, whether incorporated or not, may want to consider in ensuring due diligence in the operation of the charity. | Carters Professional Corporation | 2018 | 357 KB | standard-6-financial-oversight | carters-professional-corporation | |||
| Standard 6: Financial Oversight | Liability Insurance | A description of Nature Conservancy of Canada’s blanket liability insurance coverage. | Nature Conservancy of Canada | 2000 | 135 KB | standard-6-financial-oversight | nature-conservancy-of-canada | |||
| Standard 6: Financial Oversight | Commercial Insurance Policy | A Sample of a Commercial Insurance Policy. | Ontario Land Trust Alliance | 2016 | 624 KB | standard-6-financial-oversight | ontario-land-trust-alliance | |||
| Standard 6: Financial Oversight | Accountability & Risk Management Policy | A Sample Policy on Accountability and Risk Management. | Oak Ridges Moraine Land Trust | 2016 | 259 KB | standard-6-financial-oversight | oak-ridges-moraine-land-trust | |||
| Standard 7: Human Resources | OFT Strategic Plan 2017-2020 | A sample strategic plan. | Ontario Farmland Trust | 2017 | 355 KB | standard-7-human-resources | ontario-farmland-trust | |||
| Standard 7: Human Resources | Volunteer Confidentiality Agreement | A sample of a confidentiality and service agreement for volunteers. | Ontario Land Trust Alliance | 2016 | 92 KB | standard-7-human-resources | ontario-land-trust-alliance | |||
| Standard 7: Human Resources | Volunteer Position Description – Template | Volunteer Position Description Template. | Ontario Land Trust Alliance | 49 KB | standard-7-human-resources | ontario-land-trust-alliance | ||||
| Standard 7: Human Resources | BTC Citizen Scientist Volunteer Description | A Sample for a Volunteer Position Description. | Bruce Trail Conservancy | 2018 | 207 KB | standard-7-human-resources | bruce-trail-conservancy | |||
| Standard 7: Human Resources | BTC Hike Leader Volunteer Description | A Sample for a Volunteer Position Description. | Bruce Trail Conservancy | 2015 | 89 KB | standard-7-human-resources | bruce-trail-conservancy | |||
| Standard 7: Human Resources | Volunteer Manual | A sample volunteer manual. | Ontario Farmland Trust | 2018 | 666 KB | standard-7-human-resources | ontario-farmland-trust | |||
| Standard 7: Human Resources | Volunteer Orientation Manual | This Volunteer Orientation Manual is part one in the training process for new volunteers. This manual provides volunteers with information about the Bruce Trail Conservancy, its mission, vision and values, the land acquisition and fundraising programs, the volunteer process and volunteer positions. The second part of the training process is the Volunteer Training Manual. | Bruce Trail Conservancy | 2019 | 467 KB | standard-7-human-resources | bruce-trail-conservancy | |||
| Standard 7: Human Resources | Volunteer Training Manual | This Volunteer Training Manual is part two in the training process for new volunteers. This manual provides volunteers with more information about what to expect when becoming a Bruce Trail Volunteer, more training resources, the volunteer awards, volunteer safety, insurance and the confidentiality agreement. | Bruce Trail Conservancy | 2019 | 825 KB | standard-7-human-resources | bruce-trail-conservancy | |||
| Standard 7: Human Resources | Emergency Leadership Plan | A sample of an emergency leadership plan. | Ontario Farmland Trust | 2018 | 286 KB | standard-7-human-resources | ontario-farmland-trust | |||
| Standard 7: Human Resources | Tips for Growing Leadership, Succession Planning, & Avoiding Burnout | Tip Sheet For Growing Leadership, Succession Planning and Avoiding Burnout. | Ontario Land Trust Alliance | 63 KB | standard-7-human-resources | ontario-land-trust-alliance | ||||
| Standard 7: Human Resources | Human Resource Management Policy | A sample Human Resources Management Policy. | Ontario Land Trust Alliance | 2018 | 153 KB | standard-7-human-resources | ontario-land-trust-alliance | |||
| Standard 7: Human Resources | Performance Evaluation – Sample | A sample Performance Evaluation, to be completed by the supervisor of the employee, intended to objectively assess a person’s performance during the review period, encourage good performance, and open communication between employees and their supervisors on work related matters. | Ontario Land Trust Alliance | 2014 | 259 KB | standard-7-human-resources | ontario-land-trust-alliance | |||
| Standard 7: Human Resources | Job Description – Monitoring and Outreach Technician | Sample Job Description for a Monitoring and Outreach Technician. | Oak Ridges Moraine Land Trust | 2019 | 117 KB | standard-7-human-resources | oak-ridges-moraine-land-trust | |||
| Standard 7: Human Resources | Sample A: Personnel Policies | This policy applies to all employees and independent contractors of The Couchiching Conservancy. | Couchiching Conservancy | 2020 | 737 KB | standard-7-human-resources | couchiching-conservancy | |||
| Standard 7: Human Resources | Sample B: Personnel Policies | Sample Personnel Policies. | Couchiching Conservancy | 2013 | 121 KB | standard-7-human-resources | couchiching-conservancy | |||
| Standard 7: Human Resources | OLTA Employee Orientation | Policy document of Employee Orientation. | Ontario Land Trust Alliance | 79 KB | standard-7-human-resources | ontario-land-trust-alliance | ||||
| Standard 7: Human Resources | Guide to the Ontario Occupational Health & Safety Act | The Occupational Health and Safety Act sets out the rights and duties of all parties in the workplace, as well as the procedures for dealing with workplace hazards and for enforcement as needed. | Ministry of Labour | 2019 | www | standard-7-human-resources | ministry-of-labour | www | ||
| Standard 7: Human Resources | Health & Safety Policy | An example of a Land Trust’s Health and Safety Policy. | Couchiching Conservancy | 2017 | 343 KB | standard-7-human-resources | couchiching-conservancy | |||
| Standard 7: Human Resources | Policy for CC Staff in the Field | These guidelines have been developed to help protect the health and safety of all Couchiching Conservancy volunteers. | Couchiching Conservancy | 2010 | 826 KB | standard-7-human-resources | couchiching-conservancy | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Guidelines for Species Conservation Planning | The objective of these Guidelines was to build on and revise the 2008 “Strategic Planning for Species Conservation: A Handbook” using the diverse experiences of SCPSC members and others in planning for species over the intervening years. | IUCN | 2017 | 4 MB | standard-8-evaluating-and-selecting-conservation-projects | iucn | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Beyond Islands of Green | A Primer for Using Conservation Science to Select and Design Community-based Nature Reserves. | Environment Canada | 2005 | 3 MB | standard-8-evaluating-and-selecting-conservation-projects | environment-canada | |||
| Standard 8: Evaluating and Selecting Conservation Projects | How Much Habitat is Enough – 3rd Ed | An important challenge for Canadian society in addressing the natural environment, one of the three elements of sustainability along with society and economy, is to ensure that there is adequate wetland, riparian, forest and grassland habitat to sustain minimum viable wildlife populations and help maintain selected ecosystem functions and attributes. The goal of the How Much Habitat is Enough? series is to provide science-based information and guidelines related to these natural systems and the biodiversity for which we all are the stewards. | Environment Canada | 2013 | 2 MB | standard-8-evaluating-and-selecting-conservation-projects | environment-canada | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Great Lakes Terrestrial Blueprint | This report outlines the methods and results of an ecoregional assessment of the terrestrial biodiversity of the Canadian portion of the Great Lakes ecoregion. It complements an earlier ecoregional assessment of the American portion of the Great Lakes ecoregion, done by The (U.S.) Nature Conservancy (TNC) (Harkness et al., 1999). | Nature Conservancy of Canada | 2005 | 49 MB | standard-8-evaluating-and-selecting-conservation-projects | nature-conservancy-of-canada | |||
| Standard 8: Evaluating and Selecting Conservation Projects | The Kawarthas, Naturally Connected: A Natural Heritage System for the Kawartha Lakes Region. Phase 1: Project Report | Natural Heritage Systems design is the process of identifying critical areas on our landscape which serve as a “landscape backbone” – a set of natural areas and linkages that are important to maintain the health of the landscape. The mapping of and information about this “backbone” can be used to support land use planning, stewardship, restoration activities, the conservation of biodiversity, provision of ecosystem services, and other activities. A healthy environment is the foundation upon which a healthy community is built. | Ministry of Natural Resources and Forestry | 2013 | 6 MB | standard-8-evaluating-and-selecting-conservation-projects | ministry-of-natural-resources-and-forestry | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Documenting and Protecting Biodiversity on Land Trust Projects | This user-friendly guide bridges the gap between conservation biology and its application to typical land trust projects. Intended for land trusts, landowners, biologists, planners, and students, the handbook explains what biodiversity is, how it’s conserved, what types of biological information are most useful, and how to gather such information through reviews of freely-available data sources and on-the-ground biological inventories. | Christopher R. Wilson, Land Trust Alliance | 2011 | 52 MB | standard-8-evaluating-and-selecting-conservation-projects | christopher-r-wilson land-trust-alliance | |||
| Standard 1: Ethics Mission and Community Engagement | Communications & Outreach Program | It is the purpose of this document to: Provide the key messages the Trust needs to communicate; identify the primary stakeholders to whom the messages need to be conveyed; and, outline how the Trust will communicate its messages; and provide the process through which the Trust’s communication and outreach priorities will be established. | Oak Ridges Moraine Land Trust | 2012 | 361 KB | doc | standard-1-ethics-mission-and-community-engagement | oak-ridges-moraine-land-trust | doc | |
| Standard 1: Ethics Mission and Community Engagement | Public Relations & Education Policy – Template | The Land Trust believes that effective communication and education are critical elements in promoting the conservation of natural, agricultural and cultural heritage landscapes. Clear, open communications and community education will be promoted on an ongoing basis. | OLTA | 6 KB | standard-1-ethics-mission-and-community-engagement | olta | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Property Acquisition and Disposal Policy – Template | Sample Policy – Property Acquisition and Disposal. The Land Trust believes it should be selective in the lands it chooses to protect, and use the best | Ontario Land Trust Alliance | 38 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Selection Procedure – Template | Template – Land Trust Selection Procedures
Worksheet 2: Criteria Evaluation
| Ontario Land Trust Alliance | 68 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Greenlands Acquisition Project for 2016-2020 | The purpose of the Greenlands Acquisition Project for 2016-2020 (GAP) is to provide background about, and implementation tools for, the securement of greenlands by Toronto and Region Conservation Authority (TRCA). | Toronto and Region Conservation Authority | 2016 | 2 MB | standard-8-evaluating-and-selecting-conservation-projects | toronto-and-region-conservation-authority | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Regional Land Securement Strategy | A sample of a Regional Land Securement Strategy. | The Edmonton and Area Land Trust | 2009 | 84 KB | standard-8-evaluating-and-selecting-conservation-projects | the-edmonton-and-area-land-trust | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Securement Directions & Principles Policy | Sample – Securement Direction and Principles Policy. | Oak Ridges Moraine Land Trust | 2019 | 277 KB | standard-8-evaluating-and-selecting-conservation-projects | oak-ridges-moraine-land-trust | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Eco-gifts: Ontario Criteria for Ecologically Sensitive Lands | Ontario Ecological Gifts Handbook “Definition of Ecologically Sensitive Lands: Ontario”. For a current version of this handbook, please visit the EGP Publications page. | Environment Canada | 83 KB | standard-8-evaluating-and-selecting-conservation-projects | environment-canada | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Hazard Analysis – Sample | This form can be used by Employees, Supervisors, Task Managers and Subcontractors. This is a dynamic document which may require modification as the project moves from start to finish and should be readily available at the site where the work is being performed. | Ontario Land Trust Alliance | 122 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Property Record | Sample of Property Record. | Ontario Farmland Trust | 55 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-farmland-trust | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Land Acquisition Policy | This policy and its related documents contained in the appendices guide the Land Conservancy for Kingston, Frontenac, Lennox and Addington (“Land Conservancy”) in protection of lands through outright acquisition of lands or execution of land protection agreements (conservation easements).
| Land Conservancy for Kingston Frontenac Lennox and Addington | 508 KB | standard-8-evaluating-and-selecting-conservation-projects | land-conservancy-for-kingston-frontenac-lennox-and-addington | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | OLTA Land Securement Manual, Section 3.4 | OLTA’s Land Securement Manual, Revised September 2003.
| Ontario Land Trust Alliance | 2003 | 2 MB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Principles for Partnership – Sample | Partnerships of mutual benefit are an excellent way for OLTA and like-minded agencies to collaborate and accomplish more or better together, than they can alone. Recent conversations on opportunities indicate the OLTA Board should have basic “Principles for Partnerships” in place as a guide for the ED in going ahead with a partnership e.g. OLTA response to a request OR for OLTA to make a request. | Ontario Land Trust Alliance | 2018 | 61 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | |||
| Standard 8: Evaluating and Selecting Conservation Projects | Partnership Policy – Template | An example of a Land Trust Partnership Policy. | Ontario Land Trust Alliance | 5 KB | standard-8-evaluating-and-selecting-conservation-projects | ontario-land-trust-alliance | ||||
| Standard 8: Evaluating and Selecting Conservation Projects | Step Three: Building Partnership Agreements | Creating a Partnering Agreement will allow your team to build common ground rules and clarify expectations for project implementation, but it will also help avoid potential misunderstandings and conflict in the future. Partnership agreements can cover a range of detail depending on the complexity of the relationship, the degree of formality that it may take and the level at which the partners will interact, but there is no rule on what type of agreement should be used to formalize a partnership; your legal and grants staff can help you determine what you need. | Nature Conservancy (US) | aspx | standard-8-evaluating-and-selecting-conservation-projects | nature-conservancy-us | aspx | |||
| Standard 9: Ensuring Sound Transactions | Land Securement Procedural Checklist | A sample of a Land Securement – Procedural Checklist for the Acquisition of Interested Farmlands.
| Ontario Farmland Trust | 65 KB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | ||||
| Standard 9: Ensuring Sound Transactions | Letter of Intent A | A sample letter of intent regarding land donation. | Kawartha Land Trust | 2023 | 120 KB | standard-9-ensuring-sound-transactions | kawartha-land-trust | |||
| Standard 9: Ensuring Sound Transactions | Letter of Intent B | A sample letter of intent regarding land donation. | Kawartha Land Trust | 2023 | 141 KB | standard-9-ensuring-sound-transactions | kawartha-land-trust | |||
| Standard 9: Ensuring Sound Transactions | Land Securement and Disposition Policy | An example document of a Land Trust’s Land Securement and Disposition Policies.
| Credit Valley Conservation | 2004 | 2 MB | standard-9-ensuring-sound-transactions | credit-valley-conservation | |||
| Standard 9: Ensuring Sound Transactions | Boundaries & Your Land | Obtaining a Surveyors Real Property Report (SRPR) may be the most important thing you do before you close the deal on any purchase. Without a survey, you may not know the extent of your property. Only a Ontario Land Surveyor licensed to perform cadastral (legal boundary) surveys can provide you with this information. Without a survey, there is much you do not know and you are risking both your relationship with your neighbours, and your investment. | Association of Ontario Land Surveyors | www | standard-9-ensuring-sound-transactions | association-of-ontario-land-surveyors | www | |||
| Standard 9: Ensuring Sound Transactions | Property Securement Process Checklist | A Generic Sample Template for Property Securement Process – Checklist for Projects. | Ontario Land Trust Alliance | 72 KB | standard-9-ensuring-sound-transactions | ontario-land-trust-alliance | ||||
| Standard 9: Ensuring Sound Transactions | Land Securement Strategy & Criteria | This document sets out OFT’s general principles, guidelines and approaches to acquiring interests in farmland through its Land Securement Program: strategies, types of interest in land to be sought, methods of acquisition, and criteria to evaluate farmland securement opportunities. | Ontario Farmland Trust | 2015 | 257 KB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Conservation Easement Drafting & Documentation : Chapter 2 | All land and easement projects are individually planned so that the property’s important conservation values are identified and protected, the project furthers the land trust’s mission and goals, and the project reflects the capacity of the organization to meet future stewardship obligations. This practice calls for each project to be tailored to the specifics of the property through some form of project planning. The process may take the form of an actual project plan, a completed project planning data sheet, or may be reflected in the correspondence, maps or other documents related to the project. The formal or informal project plan becomes the guide for the next steps in the protection process. | Land Trust Alliance | 2008 | 2 MB | standard-9-ensuring-sound-transactions | land-trust-alliance | |||
| Standard 9: Ensuring Sound Transactions | Best Practices for Conservation Easements Agreements | We have prepared this document to help land trusts manage conservation easement agreements to minimize the potential for conflicts and to respond effectively if a compliance problem arises. It is one part of a broader strategy to create a collective defense approach that will put land trusts in a strong position to deal with challenges to conservation easement agreements that may occur. It reflects the wisdom culled from a range of existing research documents and the real-life experiences of individuals on the ground. | Ontario Land Trust Alliance | 2016 | 133 KB | standard-9-ensuring-sound-transactions | ontario-land-trust-alliance | |||
| Standard 9: Ensuring Sound Transactions | Annotated Sample Conservation Easement Agreement | Several Ontario statutes provide specific legislative authority for conservation agreements. The Ontario Conservation Land Act allows government organizations, conservation authorities, charitable corporations and certain other specified bodies to hold and enforce conservation agreements for land conservation and related purposes. Since this statute allows a wide variety of government and nongovernment organizations to hold conservation agreements, this sample agreement was prepared within the context of the Conservation Land Act, and all references in the sample agreement to the “Act” are references to this statute. | Ontario Land Trust Alliance | 2008 | 883 KB | standard-9-ensuring-sound-transactions | ontario-land-trust-alliance | |||
| Standard 9: Ensuring Sound Transactions | Conservation Easement Agreement – Sample 1 | A Sample of a CONSERVATION EASEMENT AGREEMENT | Ontario Farmland Trust | 2015 | 229 KB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Conservation Easement Agreement – Sample 2 | A Sample of a CONSERVATION EASEMENT AGREEMENT | Oak Ridges Moraine Land Trust | 215 KB | standard-9-ensuring-sound-transactions | oak-ridges-moraine-land-trust | ||||
| Standard 9: Ensuring Sound Transactions | How to Protect Your Farm – Fact Sheet 1 | The Ontario Farmland Trust works directly with farmers and other farm owners to help them protect their land from non-agricultural development, such as urban sprawl and the mining of aggregates. By partnering with the Farmland Trust, farm families have the assurance that their land will continue to support agriculture for generations to come. | Ontario Farmland Trust | 2013 | 374 KB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Understanding Easements – Fact Sheet 2 | Farmland Easement Agreements offer farmers and other farm owners a tangible way to protect their land for farming, for future generations. Farm families can partner with land trusts, like the Ontario Farmland Trust, to establish easement agreements that ensure their farmland will never be converted to urban development or some other non-agricultural use in the future. | Ontario Farmland Trust | 2013 | 2 MB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Financial and Tax Benefits – Fact Sheet 3 | Farm owners can receive tax benefits by entering into farmland easement agreements with charitable land trusts to protect their farms from urban sprawl and other types of non-agricultural development. Such benefits are intended to make farmland preservation achievable and affordable for farmers and private landowners who choose to make this part of their legacy, and their contribution to a sustainable future for food and farming. | Ontario Farmland Trust | 2013 | 270 KB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Easements Step by Step – Fact Sheet 4 | This document outlines the steps required of the typical process for working with the Ontario Farmland Trust (OFT) to
protect your farm with a Farmland Easement Agreement (FEA).
| Ontario Farmland Trust | 2013 | 2 MB | standard-9-ensuring-sound-transactions | ontario-farmland-trust | |||
| Standard 9: Ensuring Sound Transactions | Ontario Land Registry Office | Government website to Search a range of government documents, from technical bulletins to minister’s orders, regarding land registration. | Service Ontario | www | standard-9-ensuring-sound-transactions | service-ontario | www | |||
| Standard 9: Ensuring Sound Transactions | Overview of Land Registry | Search land records or securely register documents and survey plans for a property – all in one place. | Service Ontario | www | standard-9-ensuring-sound-transactions | service-ontario | www | |||
| Standard 9: Ensuring Sound Transactions | Records Management – Template | Sample Policy Template. This policy, as adopted by the X Board of Directors embodies the functional principles of X’s Records Policy. Additionally, the X Executive Director is empowered to develop and amend procedural documents as needed to implement the Records Policy. This policy shall be applied in a manner consistent with the X Privacy and Security Policies. | Ontario Land Trust Alliance | 67 KB | standard-9-ensuring-sound-transactions | ontario-land-trust-alliance | ||||
| Standard 6: Financial Oversight, Standard 9: Ensuring Sound Transactions | Record Keeping Policy – Sample 2 | This record-keeping policy establishes a framework for record keeping at The Couchiching Conservancy. It incorporates the requirements of the Canadian Land Trust Alliance (CLTA) Standards and Practices (Sections 2D, 6B, 9G, and Land Transactions sections 8, 9, 10, 11 and 12). | Couchiching Conservancy | 2021 | 254 KB | standard-6-financial-oversight standard-9-ensuring-sound-transactions | couchiching-conservancy | |||
| Standard 9: Ensuring Sound Transactions | Record Keeping Fact Sheet | Fact Sheet 9 – Recording Keeping. Standard 9; Practice G: Pursuant to its records policy the land trust keeps originals of all irreplaceable
documents essential to the defense of each transaction (such as legal agreements, critical correspondence,
surveys, appraisals, and baseline documents) in one location, and copies in a separate location. Original
documents are protected from daily use and are secure from fire, floods and other damage.
| Ontario Land Trust Alliance | 2012 | 516 KB | standard-9-ensuring-sound-transactions | ontario-land-trust-alliance | |||
| Standard 9: Ensuring Sound Transactions | Land Acquisition & Donation Policy | This policy seeks to address the process and requirements of ensuring sound transactions. Kawartha Land Trust (KLT) is a registered charity and receives gifts of lands and interests in lands of a broad range of value. Providing beneficial tax receipts to donors of these lands or interest in land should reflect “Fair Market Value” as defined by an appropriate and qualified professional. | Kawartha Land Trust | 2018 | 805 KB | standard-9-ensuring-sound-transactions | kawartha-land-trust | |||
| Standard 10: Tax Benefits and Appraisals | Engaging an Appraiser to Appraise an Ecological Gift | A donor wishing to make an ecological gift must provide an appraisal as evidence of the value of the gift as part of the donor’s application to the Ecological Gifts Program. An appraisal is an estimate of the value of a property made by a qualified appraiser, sometimes referred to as a valuer. The Ecological Gifts Program has specific appraisal requirements set out in a document titled Guidelines for Appraisals which can be found on the Program’s web site at www.cws-scf.ec.gc.ca/egp-pde/. | Environment Canada | 2005 | 1 MB | standard-10-tax-benefits-and-appraisals | environment-canada | |||
| Standard 10: Tax Benefits and Appraisals | Ecological Gifts Program Guidelines for Appraisals | After Environment and Climate Change Canada (ECCC) receives a completed Application for Appraisal Review and Determination of the Fair Market Value of an Ecological Gift (application) and an appraisal report that meets our guidelines, the Minister of Environment and Climate Change (the Minister) will make a determination of the fair market value of your donation. This determination and the issuance of the Statement of Fair Market Value are required for you to claim the appropriate income tax deduction or credit for ecological gifts. For additional information about the process, please contact the EGP Regional Coordinator nearest to you. | Environment Canada | 2017 | html | standard-10-tax-benefits-and-appraisals | environment-canada | html | ||
| Standard 10: Tax Benefits and Appraisals | Appraiser Directory | Appraisal Institute of Canada (AIC) Professional Appraisers (P. App.) are Canada’s real estate valuation experts. AIC Members are qualified professionals providing independent appraisal services, taking the guesswork out of your residential, commercial, and industrial real estate transactions. | Appraisal Institute of Canada | www | standard-10-tax-benefits-and-appraisals | appraisal-institute-of-canada | www | |||
| Standard 10: Tax Benefits and Appraisals | Canadian Uniform Standards of Professional Appraisal Practice (CUSPAP) | First introduced in January 2001 and now revised every two (2) years, the Canadian Uniform Standards of Professional Appraisal Practice (“The Standards,” or CUSPAP) respects the expanding role of the valuation professional within the Appraisal Institute of Canada (AIC). | Appraisal Institute of Canada | www | standard-10-tax-benefits-and-appraisals | appraisal-institute-of-canada | www | |||
| Standard 11: Conservation Agreement Stewardship | Stewardship Guide | A Guide to Stewardship, Monitoring and Costs in Holding Natural Heritage Lands and Conservation Agreements. | Ontario Land Trust Alliance | 2010 | 506 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | |||
| Standard 11: Conservation Agreement Stewardship | Stewardship Fund Policy | A Land Stewardship Fund policy document from the Ontario Farmland Trust Land. | Ontario Farmland Trust | 2017 | 336 KB | standard-11-conservation-agreement-stewardship | ontario-farmland-trust | |||
| Standard 11: Conservation Agreement Stewardship | Stewardship Funds Report | A Final Report on Stewardship Funding to detail the annual stewardship obligations of the ORMLT and assess the funding requirements for the Land Forever Fund. | Oak Ridges Moraine Land Trust | 2014 | 104 KB | standard-11-conservation-agreement-stewardship | oak-ridges-moraine-land-trust | |||
| Standard 11: Conservation Agreement Stewardship | Fact Sheet: Determining Stewardship Costs for Conservation Easement Agreements | A fact sheet covering how to determine stewardship costs for conservation easement agreements. | Ontario Land Trust Alliance | 2012 | 857 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | |||
| Standard 11: Conservation Agreement Stewardship | Fact Sheet: The Cost of Enforcement for Conservation Easement Agreements | A fact sheet that outlines the cost of enforcement for conservation easement agreements. | Ontario Land Trust Alliance | 2012 | 949 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | |||
| Standard 11: Conservation Agreement Stewardship | Funding CA Stewardship | A Power Point Presentation on S & P 11A & 12 A. | Oak Ridges Moraine Land Trust | 4 MB | standard-11-conservation-agreement-stewardship | oak-ridges-moraine-land-trust | ||||
| Standard 11: Conservation Agreement Stewardship | Baseline Documentation Report – Fact Sheet | For every conservation easement agreement (CEA) the land trust has a baseline documentation report (that includes a baseline map and photographs) prepared prior to closing and signed by the landowner at closing. Both the landowner and the land trust should hold at least one original copy. | Ontario Land Trust Alliance | 2012 | 879 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | |||
| Standard 11: Conservation Agreement Stewardship | Conservation Easement Monitoring – Fact Sheet | A Fact Sheet on Conservation Easement Monitoring. | Ontario Land Trust Alliance | 591 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | ||||
| Standard 11: Conservation Agreement Stewardship | Monitoring of Protected Properties | This document outlines a framework of protocols and practices used by a land trust to meet monitoring needs and obligations as guided by the Canadian Land Trust (CLT) Standards & Practices. | Ontario Farmland Trust | 1 MB | standard-11-conservation-agreement-stewardship | ontario-farmland-trust | ||||
| Standard 11: Conservation Agreement Stewardship | Property Record – Template | Property Record Summary of File Form | Ontario Farmland Trust | 55 KB | standard-11-conservation-agreement-stewardship | ontario-farmland-trust | ||||
| Standard 11: Conservation Agreement Stewardship | Property Record Sheet | A sample template for a property record sheet. | Oak Ridges Moraine Land Trust | 1 MB | standard-11-conservation-agreement-stewardship | oak-ridges-moraine-land-trust | ||||
| Standard 11: Conservation Agreement Stewardship | Property Contact Report – Template | A sample template for landowner contacts and summary reports. | Ontario Land Trust Alliance | 34 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | ||||
| Standard 11: Conservation Agreement Stewardship | Landowner Relations – Fact Sheet | A Fact Sheet that outlines Landowner Relations. | Ontario Land Trust Alliance | 671 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | ||||
| Standard 11: Conservation Agreement Stewardship | Landowner Relations Manual | An example document of a Land Trust’s Landowner Relations manual. This manual will explain your duties and suggest some of the best and most effective ways to carry them out. | Bruce Trail Conservancy | 2010 | 973 KB | standard-11-conservation-agreement-stewardship | bruce-trail-conservancy | |||
| Standard 11: Conservation Agreement Stewardship | CEA Stewardship & Defense | A Power Point Presentation outlining how to strengthen CEA
Practices for Securement.
| Ontario Land Trust Alliance / Ian Attridge | 2019 | 2 MB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance-ian-attridge | |||
| Standard 11: Conservation Agreement Stewardship | Enforcement Practices | A chapter on enforcement practices from West Coast Environmental Law. | West Coast Environmental Law | 175 KB | standard-11-conservation-agreement-stewardship | west-coast-environmental-law | ||||
| Standard 11: Conservation Agreement Stewardship | Easement Violations Policy – Sample | A sample policy document on Managing Violations on Easement Properties. | Ontario Farmland Trust | 2019 | 265 KB | standard-11-conservation-agreement-stewardship | ontario-farmland-trust | |||
| Standard 11: Conservation Agreement Stewardship | Best Practices for Conservation Easement Agreements | This document to helps land trusts manage conservation easement agreements to minimize the potential for conflicts and to respond effectively if a compliance problem arises. It is one part of a broader strategy to create a collective defense approach that will put land trusts in a strong position to deal with challenges to conservation easement agreements that may occur. | Ontario Land Trust Alliance | 2016 | 133 KB | standard-11-conservation-agreement-stewardship | ontario-land-trust-alliance | |||
| Standard 11: Conservation Agreement Stewardship | Easement Enforcement Guidelines | An example document of a Land Trust’s Easement Enforcement Guidelines. | Nature Conservancy of Canada | 2003 | 54 KB | standard-11-conservation-agreement-stewardship | nature-conservancy-of-canada | |||
| Standard 11: Conservation Agreement Stewardship | Conservation Land Act, R.S.O. 1990, Chapter C.28 | Conservation Land Act, R.S.O. 1990, c. C.28 | Government of Ontario | 1990 | www | standard-11-conservation-agreement-stewardship | government-of-ontario | www | ||
| Standard 11: Conservation Agreement Stewardship | Easement Amendment Policy | Policy Statement – The Ontario Farmland Trust (OFT) is accountable for monitoring and maintaining the provisions as registered in each easement agreement. To do so, OFT staff and Board members complete annual site visits to each easement property. In the event that an amendment to the current easement is requested by a landowner, the following procedure will be undertaken. | Ontario Farm Land Trust | 2019 | 265 KB | standard-11-conservation-agreement-stewardship | ontario-farm-land-trust | |||
| Standard 2: Compliance with Laws | OLTA Bylaws | This document lays out Bylaw Number Two of the Ontario Land Trust Alliance Inc. | Ontario Land Trust Alliance | 2013 | 82 KB | standard-2-compliance-with-laws | ontario-land-trust-alliance | |||
| Standard 12: Land Stewardship | Stewardship Costs – Fact Sheet | A Fact Sheet for Determining Stewardship Costs for Land Trust Properties. | Ontario Land Trust Alliance | 2012 | 801 KB | standard-12-land-stewardship | ontario-land-trust-alliance | |||
| Standard 12: Land Stewardship | Stewardship Funds Report | Oak Ridges Moraine Land Trust (“ORMLT” or “the Trust”) Final Report of Task Group on Stewardship Funding. | Oak Ridges Moraine Land Trust | 2014 | 104 KB | standard-12-land-stewardship | oak-ridges-moraine-land-trust | |||
| Standard 12: Land Stewardship | Land Trust Endowment Fund Calculator | Template for calculating Endowment Fund requirements. | Ontario Land Trust Alliance & Oak Ridges Moraine Land Trust | 21 KB | xlsx | standard-12-land-stewardship | ontario-land-trust-alliance-oak-ridges-moraine-land-trust | xlsx | ||
| Standard 12: Land Stewardship | A Guide to Land Stewardship | A Guide to Land Stewardship is intended to provide information to the Bruce Trail Conservancy’s (BTC’s) volunteer Land Stewards and Club Land Stewardship Directors in the care and management of BTC owned and managed lands. This guide is the basis for the training of new volunteer Land Stewards. It should be read by all Land Stewards and Club Land Stewardship Directors. | Bruce Trail Conservancy | 2015 | 281 KB | standard-12-land-stewardship | bruce-trail-conservancy | |||
| Standard 12: Land Stewardship | Cultural Site Assessment – Sample | A template for assessing on-site cultural values. | Ontario Land Trust Alliance | 53 KB | doc | standard-12-land-stewardship | ontario-land-trust-alliance | doc | ||
| Standard 12: Land Stewardship | Natural Values Site Assessment – Sample | A template for assessing on-site natural values. | Ontario Land Trust Alliance | 103 KB | doc | standard-12-land-stewardship | ontario-land-trust-alliance | doc | ||
| Standard 12: Land Stewardship | Stewardship Directions & Principles Policy | An example document of a Land Trust Stewardship Direction and Principles Policy. | Oak Ridges Moraine Land Trust | 2019 | 228 KB | standard-12-land-stewardship | oak-ridges-moraine-land-trust | |||
| Standard 12: Land Stewardship | Land Stewardship Policy | An example document of a Land Trust’s Land Stewardship Policy. | Couchiching Conservancy | 2022 | 287 KB | standard-12-land-stewardship | couchiching-conservancy | |||
| Standard 2: Compliance with Laws | Legal Risk Management Checklist | The operations of charities are subject to an increasingly complex regulatory framework and the possibility of litigation against charities occurring as a result of their operation is an ever-present reality. The exposure of charities to liability goes further than the loss of charitable assets possibly leading to the insolvency or winding up of a charity. Directors of charities may also face legal actions against themselves personally by donors, members, third parties and governmental authorities for breach of their fiduciary duties or even breach of trust in failing to adequately protect or apply the assets of a charity. | Ontario Land Trust Alliance | 2018 | 357 KB | standard-2-compliance-with-laws | ontario-land-trust-alliance | |||
| Standard 12: Fee Land Stewardship | Land Stewardship – Presentation | A Power Point Presentation that outlines responsible stewardship for lands | Nature Conservancy of Canada | 1 MB | standard-12-fee-land-stewardship | nature-conservancy-of-canada | ||||
| Standard 12: Fee Land Stewardship | Trespass to Property Act, R.S.O., c. T.21 | Trespass to Property Act, R.S.O. 1990, c. T.21 | Ontario Government | 64 KB | doc | standard-12-fee-land-stewardship | ontario-government | doc | ||
| Standard 12: Fee Land Stewardship | Signage Policy | An template document of a Land Trust’s Signage Policy | Couchiching Conservancy | 2022 | 736 KB | standard-12-fee-land-stewardship | couchiching-conservancy | |||
| Standard 2: Compliance with Laws | Working List of Applicable Laws to Land Trusts in Ontario | Working List of Laws Applicable to Land Trusts in Ontario | Oak Ridges Moraine Land Trust | 2020 | 22 KB | docx | standard-2-compliance-with-laws | oak-ridges-moraine-land-trust | docx | |
| Standard 1: Ethics Mission and Community Engagement | Preventing fraud in not-for profit organizations | For a not-for-profit group like yours, fraud — both external and internal — can be particularly devastating. Not only can it affect your organization’s ability to fulfil its financial mandate, but it can also generate a negative image of the organization in the public sphere. This could lead to a damaged reputation, loss of credibility, longer-term funding shortfalls and other associated challenges. This document provides guide on preventing fraud for not-for-profit organizations. | Independent Sector | 205 KB | standard-1-ethics-mission-and-community-engagement | independent-sector | ||||
| Standard 1: Ethics Mission and Community Engagement | Ten Ingredients of Sustainable Organization | The following “ingredients” outline key factors for organizational leaders to consider as they grapple with their quest in seeking to create sustainable organizations. | Institute for Conservation Leadership | 2015 | 77 KB | standard-1-ethics-mission-and-community-engagement | institute-for-conservation-leadership | |||
| Standard 1: Ethics Mission and Community Engagement | Strategic Planning Process | Attached is a chart describing a cycle of strategic planning which introduces the concepts and steps an organization might take. It is a model and, like most models, it must be adapted to your situation. No organization does every step, and frequently not every step is done in the order described. Often certain steps like clarifying vision and values are revisited several times. Each group will need to choose which ones are necessary for them. A brief description of each of these steps follows, as a brief explanation of the chart | Institute for Conservation Leadership | 50 KB | standard-1-ethics-mission-and-community-engagement | institute-for-conservation-leadership | ||||
| Standard 1: Ethics Mission and Community Engagement | Strategic plan 2021-2024 | This strategic plan will guide our actions for the next three years. The role land trusts play is essential to all our future. Our focus will continue to be on elevating and empowering land trusts and promoting organizational excellence. Tackling climate change and biodiversity protection is more critical than ever. The importance of connected landscapes is key to the health of the lands and waters and to our own heath. OLTA will grow, deliver, support and share research and action opportunities to increase our impact. OLTA will work in an ethical space, and listen, learn and share opportunities to grow equity, inclusion and diversity in all our work. We are proud of our almost 20-year history, working with members, associates, partners, and rights holders to support land conservation across Ontario. | Ontario Land Trust Alliance | 2021 | 739 KB | standard-1-ethics-mission-and-community-engagement | ontario-land-trust-alliance | |||
| Standard 1: Ethics Mission and Community Engagement | Strategic Plan 2017-2020 | The global conservation movement is becoming more sophisticated, accountable, and betterinformed in efforts and organizational structures and systems. This is in response to increasingly stringent expectations for fiscal transparency, efficient operations, clarity of measurements and results, and total guarantees of permanence. Entering its 15th year, OLTA needs to acknowledge and reflect these changing circumstances and expectations in land conservation. To be successful, the organization needs to demonstrate maturity and professionalism to gain the full support and confidence of donors, funders, and partners. The imperatives have never been clearer: the work of land trusts is more critical now than ever but the sector will not achieve its full potential in land conservation without sustained efforts and consistent leadership. OLTA has an opportunity to carry the torch for excellence; in the quality of conservation work and sector stability and credibility. | Ontario Land Trust Alliance | 2017 | 159 KB | standard-1-ethics-mission-and-community-engagement | ontario-land-trust-alliance | |||
| Standard 1: Ethics Mission and Community Engagement | Whistle Blower Policy | The purpose of this Whistleblower Policy is to provide direction to and protection for all current or former Ontario Land Trust Alliance (OLTA) employees, contracted service providers, volunteers and Board members regarding the communication and disclosure of events, decisions, concerns or actions, with respect to issues of professional conduct, integrity of actions or practices and legal compliance, in particular, any questionable financial or operational matters that could be or may seem to be in contravention of OLTA policies, CLT standards & practices or Canadian laws and regulations. | Ontario Land Trust Alliance | 2019 | 47 KB | docx | standard-1-ethics-mission-and-community-engagement | ontario-land-trust-alliance | docx | |
| Standard 1: Ethics Mission and Community Engagement | Statement of Values & Code of Ethics | This document was drafted by a special taskforce of the INDEPENDENT SECTOR Ethics and Accountability Committee, distributed to IS members for review over a four-month period from October 2003 through January 2004, and approved by the IS Board of Directors on January 29, 2004. It constitutes the Statement of Values and Code of Ethics that IS will use for its own work. In addition, the Board of Directors of IS encourages IS members, and the field as a whole, to use this document in either drafting and adopting your own statement of values and code of ethics or, for those who have already done so, reviewing and revising, as necessary, your statement of values and code of ethics. | Independent Sector | 2004 | 110 KB | doc | standard-1-ethics-mission-and-community-engagement | independent-sector | doc | |
| Canadian Land Trust Standards and Practices | Stewardship Guide | A Guide to Stewardship, Monitoring and Costs in Holding Natural Heritage Lands and Conservation Agreements | Ontario Land Trust Alliance | 2010 | 506 KB | canadian-land-trust-standards-and-practices | ontario-land-trust-alliance | |||
| Canadian Land Trust Standards and Practices | Expropriations Act, R.R.O., 1990, Regulation 363 | A template for Land Trust Stewardship Principles on Expropriations Act | Ontario Government | 2021 | 24 KB | canadian-land-trust-standards-and-practices | ontario-government | |||
| Standard 1: Ethics Mission and Community Engagement | Ethics Policy and Statement of Ethics | This document contains a sample template for an Ethics Policy and Statements of Ethics | Ontario Land Trust Alliance | - | 43 KB | standard-1-ethics-mission-and-community-engagement | ontario-land-trust-alliance | |||
| Canadian Land Trust Standards and Practices | Canadian Land Trust Standards and Practices | This essential document describes the Canadian standards and practices for Land Trusts. | Canadian Land Trust Alliance (CLTA) | 2019 | 871 KB | canadian-land-trust-standards-and-practices | canadian-land-trust-alliance-clta | |||
| OLTA Members Only, Webinar | Intro to Birding | An introduction to Birding in Ontario. | Ontario Land Trust Alliance | 2022 | www | olta-members-only webinar | ontario-land-trust-alliance | www |
The resources presented on these pages contains information to help land trusts find, use and share information, case studies and examples, to support their organization’s compliance with the Canadian Land Trust Standards & Practices.
This tool is a sharing platform where land trusts can review and contribute additional materials, as well as share and use the documents and templates provided. We aim to maintain and grow this collection of resources through continued review and contribution from our land trust members and affiliated organizations, ensuring up-to-date referencing material & representation across our wonderfully diverse land trust community.
All reference material within this library are reproduced “as is” with consent from their contributing organizations. Their accuracy and completeness is not guaranteed, and they are provided to you as a user entirely at your own risk. OLTA is sharing these resources in good faith and is not responsible for any errors or omissions.
Moreover, the information contained herein is not intended to provide legal or accounting advice of any kind. Additionally, samples or templates are constantly evolving, therefore, we encourage users to periodically check original sources for the latest models or versions.
The OLTA Resource Centre and the Ontario S&Ps Resource Tool was created in collaboration with OLTA staff and land trust community members, who dedicated their time to providing example documents and for allowing OLTA to publish them with this web-based tool. Additionally, we would like to extend thanks to OLTA expert volunteers who reviewed a wide array of collected documents to ensure relevance to our wonderful land trust community.
This tool was created with the support of the Canada Summer Jobs program, and the Land Trust Conservation Fund. The Centre for Land Conservation is official licensee for the Canadian Land Trust Standards and Practices.
Ontario Land Trust Alliance (OLTA) is a registered charity focused on providing community, knowledge sharing and support to land trusts and other groups committed to land conservation across Ontario.