2018 National Planning Conference

Legal and Financial Strategies for Conservation

Monday, April 23, 2018 from 8:30 a.m. - 9:45 a.m. CDT

Location: R03

CM | 1.25

Cost: Included in Registration

Activity Type: Educational Sessions

Activity ID: NPC188129


  • How to define different types of conservation easements as well as the legal definition in the IRS tax code
  • How to use historic tax credits to advance preservation by organizations with limited financial resources
  • Programmatic strategies for building public support for cherished historic assets in a community


Historic Herff Farm is an iconic Texas Hill Country landscape that has been carefully restored and is now being transformed into a center for sustainable living. In 2016, the farm was recognized with a Preservation Texas Honor Award, and the homestead is listed on the National Register of Historic Places. Taking cues from its past, Herff Farm currently hosts a weekly farmers market, “Farm Classroom,” for area schoolchildren and demonstrations showcasing best practices for water conservation, renewable energy, and small-scale agricultural production. Using Herff Farm as a case study, this session will highlight financial, legal, and programmatic strategies that have been used by the managing nonprofit organization to ensure its long-term conservation. Explore how to use conservation easements (a voluntary legal agreement between a landowner and land trust), historic tax credits, and programmatic strategies that engender stewardship and protection to balance the maintenance of character and heritage with limited financial resources.

Session Speakers

Anna Hudson
Fredericksburg, TX

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