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The Importance of Land
     Conservation
        Michele d’Hemecourt
    The LandTrust for Central NC
           704-647-0302
     michele@landtrustcnc.org
DAVIE

        IREDELL
                             DAVIDSON


                                           RANDOLPH
                   ROWAN


                  CABARRUS

                             STANLY
                                        MONTGOMERY


                                            RICHMOND

                                 ANSON




…working with private & public landowners
to protect special natural areas, family farms,
& rural landscapes of the central Piedmont…
What is a Land Trust?
   Land trusts are local,
    state or regional
    nonprofit organizations
    directly involved in
    protecting land for its
    natural, recreational,
    scenic, historical or
    productive value.
Properties by the Numbers
   Total of 121 conservation properties
       80 conservation easement
       14 EEP easements
       27 fee simple properties


 16,447 acres protected
 2,943 acres owned in fee
“I recognize the right and duty of
 this generation to develop and use
 out natural resources, but I do
 not recognize the right to waste
 them, or to rob by wasteful use,
 the generations that come after
 us.”

President Theodore Roosevelt, 1900
History of the land trust
        movement
First land trust :
Trustees of Reservations, MA (1891)
First N.C. land trust
Southern Appalachian Highlands Conservancy (1974)
2005 N.C. land trusts
23 private non profit organizations
      2 Statewide
      11 > 3 counties, 7 1-3 counties, 3 less than 1
Umbrella Organizations
      State Level – Conservation Trust for NC
      National Level – Land Trust Alliance
Methods of Land
    Conservation
• Donation of Conservation
Easement
• Purchase of Development
Rights
• Donation/Purchase of Fee
Simple Interest
• Assists
Conservation Easements
   voluntary agreement
    between a landowner & a
    qualified conservation
    organization
   In perpetuity
   Bundle of Rights – Certain
    of those rights are given up
    (development, subdivision,
    etc.)
“For Conservation Purposes”

1.       Public outdoor recreation & education
2.       Protection of a significant habitat or
         ecosystem
3.       Preservation of a historic property
4.       Preservation of open space
         Pursuant to a clearly delineated gov’t
          policy & will yield “significant public
          benefit”
         For scenic enjoyment of the general public
          & will yield “significant public benefit”
Process
1. _____ Initial contact with landowner & Site Visit.
2. _____ Determine whether the property fits in with the
    LandTrust’s mission, goals, and long-term plans. Is property
    potentially acceptable as a conservation property?
3. _____ Advise the landowner to retain legal counsel and work
    with their accountant / tax advisor.
4. _____ Any potential management issues? Evaluate the risks and
    benefits of the property.
5. _____ Bring the easement to the appropriate Committee (Priority,
    Two Rivers, or Uwharrie)
6. _____ Obtain and review title information. Is property owned
    outright or accompanied by a mortgage?
7. _____ Review boundary surveys or legal descriptions
8. _____ Draft the easement
9. _____ Appraisal
10. _____ Clear title insurance and determine title insurance
    needs
11. _____ Baseline documentation
12. _____ Obtain Board approval
13. _____ Finalize the easement
14. _____ Set a closing date
15. _____ Sign and Record the easement
Tax benefits
   Estate Tax Benefits
   Federal Income Tax Deduction
   State Income Tax Credit
Why is Land
Conservation Important?
NC agriculture and forestry is a vital part
         of our state’s economy
   400 year tradition
   Agriculture & Forest # 1 & and # 2
    industries by cash receipt = > $60 billion
    (Tourism is #3 at approximately $15 billion)
   Average farmer is 56 years old and total <
    2% population
   20% of work force (1 out of 5)
   25% of our economy is dependent on natural
    resources
Economics of Conservation
   Ecosystems and urban forests offer significant value to
    communities. Salisbury's tree canopy affects both our
    quality of life and our pocketbook. Catawba College's 189-
    acre ecological preserve is a case in point. It is not only a
    valuable educational resource; it also saves the city of
    Salisbury money by helping to purify the air and water.
    The total stormwater savings for the city is $3,479,301,
    according to an American Forests analysis. In addition,
    the preserve improves our air quality. In fact, the analysis
    estimates that the preserve removes annually 641 pounds
    of carbon monoxide, 6,573 pounds of ozone, 1,122 pounds
    of nitrogen dioxide, 4,809 pounds of particulate matter and
    2,084 pounds of sulfur dioxide, for a total dollar value of
    $35,343.

(Excerpted from an article by Dr. John Wear)
Major Environmental Issues in NC
   Growth / Sprawl
   Pollution – Air and Water Quality
   Global Warming
   Loss of Open Space / Farmlands / Forests
Rowan County
   North Carolina


 A county committed to
      excellence!
C ooleemee




C leveland


                                            S pencer
                                              E ast S pencer
                                    S alisbury




                                      G ranite Q uarry

                                        F aith
               C hina G rove

             L andis                             R ockwell


        K annapolis
                                                             G old H ill
Where does Rowan County Stand?
   There are 3,142 counties in the United States

   Rowan County is raked 18th WORST in Ozone
    Air Quality in the entire United States

   3,124 out of 3,142
What is Sprawl?
Statesville                  High Point




Mooresville



 Kannapolis                      Lexington




                            Salisbury




                  Concord




   Charlotte
What can you do for the LandTrust?

1.   Offer to help. Land trusts are notoriously
     under staffed and cover broad areas.
2.   Join you’re the LandTrust.
             - $35 per individual
             - $50 per family
             - This entitles you to invitations to
     annual meetings, outings, and a guaranteed
     subscription to newsletters so you can keep
     up with land trust activities.
Saving the places you love
Kannapolis Lands Project
Two Rivers Preserve

The Blount Farm     South Yadkin Wildlife Refuge   Lomax Farm




   Fox Farm               Pickler’s Bluff          Davis Buffer




Crowther Property           The Point              Bittinger Farm
Two Rivers Preserve

µ                                 Davie County




                                                             Ya
                                         H




                                                               dk
                                                  y6




                                              w




                                                               in R
                                                       01




                                                                iver
                                                                              50
                         o                                                  y1
                         S



                             ut
                                  hY                                       w




                                                                       H
                                       ad
                                         ki
                                              n
                                                  R
                                                      iv
       01




                                                        er
                                                                       Davidson County
     y8
    w
   H




   Rowan County                                                            Bittinger Acquisition




Legend
    Protected Land

    Alcoa Property

    Bittinger Property
Cooleemee Plantation
Catawba College Ecological Preserve
Catawba College Ecological Preserve
Eagle Point Park
Gold Hill Rail Trail
Pisgah Covered Bridge
Michael Braun House
Clarke Creek Blue Heron Rookery
John Bunyan Green Farm
Dunn’s Mountain
The Knox Farm

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The Importance of Land Conservation in Central NC

  • 1. The Importance of Land Conservation Michele d’Hemecourt The LandTrust for Central NC 704-647-0302 michele@landtrustcnc.org
  • 2. DAVIE IREDELL DAVIDSON RANDOLPH ROWAN CABARRUS STANLY MONTGOMERY RICHMOND ANSON …working with private & public landowners to protect special natural areas, family farms, & rural landscapes of the central Piedmont…
  • 3. What is a Land Trust?  Land trusts are local, state or regional nonprofit organizations directly involved in protecting land for its natural, recreational, scenic, historical or productive value.
  • 4.
  • 5. Properties by the Numbers  Total of 121 conservation properties  80 conservation easement  14 EEP easements  27 fee simple properties  16,447 acres protected  2,943 acres owned in fee
  • 6. “I recognize the right and duty of this generation to develop and use out natural resources, but I do not recognize the right to waste them, or to rob by wasteful use, the generations that come after us.” President Theodore Roosevelt, 1900
  • 7. History of the land trust movement First land trust : Trustees of Reservations, MA (1891) First N.C. land trust Southern Appalachian Highlands Conservancy (1974) 2005 N.C. land trusts 23 private non profit organizations 2 Statewide 11 > 3 counties, 7 1-3 counties, 3 less than 1 Umbrella Organizations State Level – Conservation Trust for NC National Level – Land Trust Alliance
  • 8. Methods of Land Conservation • Donation of Conservation Easement • Purchase of Development Rights • Donation/Purchase of Fee Simple Interest • Assists
  • 9. Conservation Easements  voluntary agreement between a landowner & a qualified conservation organization  In perpetuity  Bundle of Rights – Certain of those rights are given up (development, subdivision, etc.)
  • 10. “For Conservation Purposes” 1. Public outdoor recreation & education 2. Protection of a significant habitat or ecosystem 3. Preservation of a historic property 4. Preservation of open space  Pursuant to a clearly delineated gov’t policy & will yield “significant public benefit”  For scenic enjoyment of the general public & will yield “significant public benefit”
  • 11. Process 1. _____ Initial contact with landowner & Site Visit. 2. _____ Determine whether the property fits in with the LandTrust’s mission, goals, and long-term plans. Is property potentially acceptable as a conservation property? 3. _____ Advise the landowner to retain legal counsel and work with their accountant / tax advisor. 4. _____ Any potential management issues? Evaluate the risks and benefits of the property. 5. _____ Bring the easement to the appropriate Committee (Priority, Two Rivers, or Uwharrie) 6. _____ Obtain and review title information. Is property owned outright or accompanied by a mortgage? 7. _____ Review boundary surveys or legal descriptions 8. _____ Draft the easement 9. _____ Appraisal 10. _____ Clear title insurance and determine title insurance needs 11. _____ Baseline documentation 12. _____ Obtain Board approval 13. _____ Finalize the easement 14. _____ Set a closing date 15. _____ Sign and Record the easement
  • 12. Tax benefits  Estate Tax Benefits  Federal Income Tax Deduction  State Income Tax Credit
  • 14. NC agriculture and forestry is a vital part of our state’s economy  400 year tradition  Agriculture & Forest # 1 & and # 2 industries by cash receipt = > $60 billion (Tourism is #3 at approximately $15 billion)  Average farmer is 56 years old and total < 2% population  20% of work force (1 out of 5)  25% of our economy is dependent on natural resources
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  • 19. Economics of Conservation  Ecosystems and urban forests offer significant value to communities. Salisbury's tree canopy affects both our quality of life and our pocketbook. Catawba College's 189- acre ecological preserve is a case in point. It is not only a valuable educational resource; it also saves the city of Salisbury money by helping to purify the air and water. The total stormwater savings for the city is $3,479,301, according to an American Forests analysis. In addition, the preserve improves our air quality. In fact, the analysis estimates that the preserve removes annually 641 pounds of carbon monoxide, 6,573 pounds of ozone, 1,122 pounds of nitrogen dioxide, 4,809 pounds of particulate matter and 2,084 pounds of sulfur dioxide, for a total dollar value of $35,343. (Excerpted from an article by Dr. John Wear)
  • 20. Major Environmental Issues in NC  Growth / Sprawl  Pollution – Air and Water Quality  Global Warming  Loss of Open Space / Farmlands / Forests
  • 21. Rowan County North Carolina A county committed to excellence!
  • 22. C ooleemee C leveland S pencer E ast S pencer S alisbury G ranite Q uarry F aith C hina G rove L andis R ockwell K annapolis G old H ill
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  • 25. Where does Rowan County Stand?  There are 3,142 counties in the United States  Rowan County is raked 18th WORST in Ozone Air Quality in the entire United States  3,124 out of 3,142
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  • 38. Statesville High Point Mooresville Kannapolis Lexington Salisbury Concord Charlotte
  • 39. What can you do for the LandTrust? 1. Offer to help. Land trusts are notoriously under staffed and cover broad areas. 2. Join you’re the LandTrust. - $35 per individual - $50 per family - This entitles you to invitations to annual meetings, outings, and a guaranteed subscription to newsletters so you can keep up with land trust activities.
  • 40. Saving the places you love
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  • 43. Two Rivers Preserve The Blount Farm South Yadkin Wildlife Refuge Lomax Farm Fox Farm Pickler’s Bluff Davis Buffer Crowther Property The Point Bittinger Farm
  • 44. Two Rivers Preserve µ Davie County Ya H dk y6 w in R 01 iver 50 o y1 S ut hY w H ad ki n R iv 01 er Davidson County y8 w H Rowan County Bittinger Acquisition Legend Protected Land Alcoa Property Bittinger Property
  • 49. Gold Hill Rail Trail
  • 52. Clarke Creek Blue Heron Rookery

Editor's Notes

  1. Disclaimers- Board has to approve it- Appraiser has to have something to say about what’s developable. That’ll help determine the # of acres to be developed- We don’t expect a decision right now.- More info still needs to be gathered. You’ll need an appraisal, etc. Not necessary to close the deal, but it might influence your decision, of course. Land is a valuable asset and you want to make sure you’re doing what’s best for you. - I’m not a CPA or Attorney, I’m here to give you the general information