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Program Documents

Exploring Conservation Defense Insurance: Considerations for Board Members (Word, 713 KB)

Commitment Letter (Word, 70KB)

Final Terms and Conditions (PDF, 170KB)

Summary of Terms and Conditions (Word, 712KB)

Executive Summary of Feasibility Report (PDF, 270KB)

Full Feasibility Report and Cover Letter (PDF, 397KB)

Pro Forma (Word, 56KB) [NOTE: Illustration only; results are not guaranteed.  This Pro Forma and all references to it are only intended to illustrate a possible performance of the company.  Results are likely to differ, perhaps materially, from those illustrated.]

Conservation Defense Insurance Summary - one page

Questions & Answers

Timeline

Captive Insurance FAQ & Glossary

Evaluation of Advantages and Disadvantages of Collective Defense Options

Special Issues for Land Trusts with Large Portfolios

IRS Requirements

Example of possible application of how Conservation Defense Insurance might work

Download a PowerPoint about the program

 

For questions, contact:

Leslie Ratley-Beach
Conservation Defense Director
Land Trust Alliance
44 Deerfield Drive
Montpelier, VT  05062
802-262-6051 phone and fax
lrbeach@lta.org

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Support from land trusts

Christian Freitag, attorney-at-law and executive director at Sycamore Land Trust (IN), says "I view Conservation Defense Insurance as another step the land trust community is taking to keep our promises. We claim that we will help people protect their land in perpetuity. With this program, the public can be more confident than ever that we take that commitment seriously."

 

Greg Gamble, executive director at Ojai Valley Land Conservancy (CA), says that "this is one of the most helpful things that the Land Trust Alliance could attempt for its members, and I have greatly appreciated the professional, thoughtful, fair and inclusive process that you have led."

 

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