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Schedule of Dedicated and Restricted Funds (SDRF) Toolkit

  • Resource Type: Toolkit
  • Required

The SDRF is used by the Commission to understand the financial reserves and the board-designated or donor-restricted funds your organization has available for the following purposes: Operating expenses, Conservation easment stewardship, Conservation easement defense, and land management.

About the SDRF

The Schedule of Dedicated and Restricted Funds (SDRF) is used by the Commission to understand the financial reserves and dedicated or restricted funds your land trust has available for the following purposes: operating expenses, conservation easement stewardship, conservation easement defense, land management

SDRF Key Resources

Below are the resources, including the template and instructions, for completing the SDRF.

SDRF Key Information and FAQs

For renewal applications, the SDRF data must be no older than three months prior to the pre-application due date. Compare the SDRF with your most recent external evaluation for consistency in reporting.

You do NOT need to report on funds for specific projects for acquisition, special projects such as internships, etc. that are not related to stewardship, defense or land management.

The application provides an opportunity for your land trust to correct/change the SDRF, especially if there have been substantial changes from the one provided in the pre-application (such as a substantial increase or decrease in fund value or a new fund) that might impact compliance with the requirements.

If your land trust maintains property-specific funds, list them individually and provide a separate total of funds available for general stewardship of holdings without property-specific funds.

No.

No, please include only cash or cash equivalents; do not include funds pledges or other promises to give.