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Steps to establish a conservation easement or donate your land

Every property we work with is special for us and each one has its own history and nature. That’s why the process to establish a conservation easement may vary. If you decide to donate your land, please refer to the second listed process.

Step 1. We receive your conservation easement offer

To begin the process, you must first submit an offer letter in which you as landowner invite us to evaluate your property as a possible conservation easements project. The letter must include general information about the property that our team will ask from you in due time.

Step 2. We perform an inspection visit

After receiving your offer letter, we schedule an inspection visit to your property. During this visit, our team members will collect all necessary information about the area, including the property’s state of conservation, its current land uses and other aspects of land management. We use this information to prepare a report that we present to a committee within our organization in charge of evaluating all conservation easements projects.

Step 3. Negotiation

We meet with you to discuss and talk about the agreements on rights and restrictions on the property that can ensure the best land use and conservation of your land.

Step 4. Deed writing

Once the rights and restrictions on your property have been dened and agreed upon, we begin writing the deed for the conservation easement.

Step 5. Preparing a Property Appraisal Report

As property owner, you must hire a certified and independent professional to prepare the property appraisal, in order to determine the market value of the conservation easement.

Step 6. Evaluation by our Board of Trustees

We present the project to our Board of Trustees, which evaluates all conservation easement projects. In its duty to protect the best interests of the Conservation Trust of Puerto Rico and its Para la Naturaleza unit, the board reserves the right to accept or reject any conservation easements project.

Paso 7. Informe de Documentación de Referencia

We present the project to our Board of Trustees, which evaluates all conservation easement projects. In its duty to protect the best interests of the Conservation Trust of Puerto Rico and its Para la Naturaleza unit, the board reserves the right to accept or reject any conservation easements project.

Step 8. Closing process for the Conservation Easement

To finish the process, we schedule a meeting with you to grant the Conservation Easement Deed and the Reference Documentation Report.

Steps to donate lands under the Puerto Rico Conservation Easements Act

Step 1. We receive your donation offer

To begin the process, you must first submit an offer letter in which you as landowner invite us to evaluate your property as a possible donation project. The letter must include general information about the property that our team will ask from you in due time.

Step 2. We perform an inspection visit

After receiving your offer letter, we schedule an inspection visit to your property. During this visit, our team members will collect all necessary information about the area, including the property’s state of conservation, its current land uses and other aspects of land management. We use this information to prepare a report that we present to a committee within our organization in charge of evaluating all donation projects under the Puerto Rico Conservation Easement Law.

Step 3. Preparing a property Appraisal Report

As property owner, you must hire a certified and independent professional to prepare the property appraisal, in order to determine the market value of the land to be donated.

Step 4. Negotiation

We meet with you to discuss and talk about the terms and conditions—if any—of the property donation.

Step 5. Deed writing

Once negotiations have been completed, we begin writing the Deed of Donation under the Puerto Rico Conservation Easements Act.

Step 6. Evaluation by our Board of Trustees

We present the project to our Board of Trustees, which evaluates all conservation easements projects, including donations. In its duty to protect the best interests of the Conservation Trust of Puerto Rico and its Para la Naturaleza unit, the board reserves the right to accept or reject any donation project.

Step 7. Management Summary

We prepare a Management Summary, in which we include the donated property’s current condition and the management actions we must assume. This document is for internal use, but it must be completed before signing the Deed of Donation.

Step 8. Closing process for the donation

To finish the process, we schedule a meeting with you to grant the Donation Deed and the Management Summary.