REGIONAL SERVICE

CENTERS FOR LOCAL

LAND TRUSTS:HOW AND WHEN

MIGHT THEY MAKE SENSE?by

Mark H. Robinson

Executive Director

The Compact of Cape Cod

Conservation Trusts, Inc.

2011

INTRODUCTION

The Compact is the oldest, self-sustaining regional service center

for land trusts in the U.S.

Land Trust Alliance, 2002:

Compact “a national model of sustainable land trust cooperation on a regional basis”

Source: Robert Bowers, LTA Board Chairman, letter to The Compact.

Texas State University, 2005:

Compact “an excellent example of how a grassroots effort of dedicated land trusts can build a sustainable service center that continues to evolve to meet the needs of land trusts.”

Source: Rebecca Ann Blecke, “Land Trust Training and Technical Assis-tance Programs: A National Assessment,” M.P.A. thesis, TSU, Fall 2005.

“Models of Collaboration Among Land Trusts”

by Sylvia Bates for Maine Coast Heritage Trust, June 2005

Conclusions:

1. Volunteers who manage land trusts find the full-time staff support of Compact crucial

2. Compact enables land trusts to do more work and more ambitious complex projects.

3. Compact’s philosophy: best way to keep Compact strong is to build capacity of land trusts

4. Compact does not compete with member land trust on fundraising

5. Compact cannot substitute for local leadership

KEYS TO SUCCESS

Ingredients of The Compact

1. Shared regional identity: an area that makes sense to people (Cape Cod, as opposed to MetroWest, whatever that is)

2. Scope: large enough to create economies of scale, small enough to be present in each community regularly

3. Create trust by time, familiarity

4. Longevity at the top

5. Create value-added for each member land trust; money being well-spent

6. Not just a clearinghouse, hands-on help

Vive la difference!

Most land trust service centers founded with

“top-down” approach or “other peoples’ money”

Examples:

1. Connecticut Land Trust Service Bureau founded by The Nature Conservancy

2. Gathering Waters land trust coalition in Wisconsin funded by state operating budget

3. LTA funded statewide land trust centers in NY and WA.

BUT, The Compact formed by local land trusts banding together and self-funding.

BEGINNINGS

How did The Compact start?

It was a sunny Saturday morning, light streaming in the basement windows of the Cape Cod Museum of Natural History in 1986. The Celtics had just won their (still) last championship. The height of the 1980s development boom was upon us. Ansel Chaplin of Truro polled the delegates sent from five Lower Cape land trusts and Barnstable to see if they would be willing to pool some funds together to create a regional entity to provide formal support to their work.

The delegates were hesitant. Some were parochial, jealously guarding their community’s identity. Some feared creating a bloated, distant bureaucracy. Some wondered whether it could be sustained financially.

“Well, Brewster’s in,” said John Lobingier of the Brewster Conservation Trust. That broke the logjam and the others joined in. It was a form of social compact, each agreeing to work together for the good of the whole, for the good of the whole Cape’s environment…

Reprinted with permission of Cape Cod Life magazine, July 2006

Founder:

Ansel B. Chaplin (left) of Truro MA Compact convenor 1984-1986

Compact president, 1986-2001

Atty. Chaplin also helped to found the

Truro Conservation Trust in 1981 and

served on its board until 2006. He provided

pro bono legal counsel to The Compact as

well as presiding for 15 years. He still

serves on the Compact’s loan fund board.

Mark H. Robinson of Cotuit MAExecutive director

Part-time 1986-1988

Full-time, 1988-present

Founding Land Trusts of The Compact, 1986

LAND TRUST Delegate to Compact

Barnstable Land Trust, Inc. Elisabeth Eaton Clark

Brewster Conservation Trust John L. Lobingier

Orleans Conservation Trust Charles H. Thomsen

Provincetown Conservation Trust Richard LeBlond

Truro Conservation Trust Ansel B. Chaplin

Wellfleet Conservation Trust Gary J. Joseph

These six land trusts signed the articles of incorporation and secured their land trusts’

respective funding support for the initial $20,000 budget. As the convenor, Truro decided to

put in $9,000 and received 45% of staff time. Brewster contributed $6,000 and received 30%

of staff time. Wellfleet gave $2,000 and reserved 10% of available hours. The other three

land trusts put in $1,000 each and received 5% of the staff’s work on their projects. Mark

Robinson was hired as the part-time executive director; he had been consulting for Truro and

attending early Compact meetings as a secretary.

Second

office

of The

Compact1987-1993

Typewriter!

Cleared-out broom closet

measuring 8’ x 8’ = 64 sq. ft.

at Horsley & Witten, Inc.

(environ. consulting group)

Rent & Utilities: $100/mo.

First office: 50 sq. ft. next to

furnace in windowless

basement at Community

College, 1986 (free but

dismal)

Fourth office of The Compact, 2002-2008 on400 sq. ft. office on

second floor of Bank

of Boston branch in

Barnstable Village

Within walking

distance of registry of

deeds, regional planning agency,

county extension

service, Americorps

office, post office,

three delis, and two taverns! Everything

a land trust needs to

do its work.

Rent: $0

Heat & Elec. $0

Desk still messy…Rolodex from the 1980s

Yes, sir,

I understand you

think your land

must be worth a

million dollars, but…

Fifth office of The Compact, 2009 -660 sq. ft.

atop the

Barnstable

Village

general

store;

$420/month

rent plus

utilities

Michael Lach

Paula Pariseau

Mark Robinson

Compact staff, 2011

Board of Directors - 18(each Voting Member land trust pays

$1,500 per year and sends a delegate

to vote on Compact matters; meets 7x/yr.)

GOVERNANCE

Thomsen Land Fund Managers – 6

(appointed by Board of Directors, including 2

at-large, non-board members; has separate

decisionmaking on investments and requests by

land trusts for mini-grants and low-interest loans; reports decisions to Board; meets as

needed; advised by Exec. Dir.)

Staff – 3

Executive Director

Mark Robinson, 25 years

Assistant Director

Michael Lach, 11 years

Senior Land Protection

Specialist

Paula Pariseau, 8 years

(all full-time professionals)

Nominating

Committee – 3

Recommends

officers, and

annual award

recipient

Members of The Compact, 2007Association to Preserve Cape CodBarnstable Land Trust, Inc.

Bourne Conservation Trust

Brewster Conservation Trust

Chatham Conservation Foundation

Coalition for Buzzards BayDennis Conservation Trust

Eastham Conservation Foundation

The 300 Committee, Inc. (Falmouth)

Friends of Pleasant Bay

Harwich Conservation TrustMary Barton Land Cons. Trust (Cotuit)

Massachusetts Audubon Society

The Nature Conservancy (MA Chapter)

Orenda Wildlife Land Trust, Inc.

Orleans Conservation Trust

Provincetown Conservation TrustQuissett Harbor Preservation Trust

Sandwich Conservation Trust

Three Bays Preservation, Inc. (Barnstable)

Truro Conservation Trust

Wellfleet Conservation TrustYarmouth Conservation Trust

20 Voting Members – $1,500 minimum for dues and service; entitled to direct

service on projects, access to Land Fund loans and grants

3 Associate Members - $300 - $500 annual dues

PROGRAMS

Perceived Open Space Project: A two-year effort (2005-6) to identify all private parcels of land in each town (9,900 acres total) that are used for agricultural, recreational or institutional purposes, such as farms, summer camps, and museum lands, that may or may not be protected as open space. An outreach effort to encourage these owners to employ protective overlays on their lands will be pursued. Funded by a grant from the Jessie B. Cox Charitable Trust.

Cape Cod Land Fund: A revolving loan fund providing local land trusts with timely access to capital to purchase critical property for conservation. Capitalized at $650,000, the Fund has provided 30 loans since 1992 totaling $2.15 million. Over $79,000 in small grants have also been distributed to local projects. In total, grants and loans have resulted in the purchase of 600 acres worth $17 million.

Cape Cod Wildlife Conservation Project: This scientific mapping and planning process (1997-2003) advances the goal of preserving biodiversity on Cape Cod by identifying priority parcels of wildlife habitat. The needs of critical and keystone wildlife species have been evaluated, and lands with characteristics that fit those needs have been identified as high priorities for protection. Funding provided by International Fund for Animal Welfare, Sweet Water Trust, Woods Hole Research Center, and The Nature Conservancy.

Priority Ponds / Lands Project: This effort (2001-2003) identified the most important freshwater ponds to save on Cape Cod, based on their relative importance for water quality, wildlife habitat and recreational values. One result is a list of the top 200 pondfront parcels remaining undeveloped. An outreach effort is being made to the owners of these important pondfront parcels to educate them about conservation options. Funding provided by The Dolphin Trust and the Agua Fund.

Land Bank/CPA Training & Implementation: This is an ongoing grant-funded effort to provide land acquisition training and policy research for the volunteer land bank and Community Preservation Act committees in each of 15 Cape Cod towns. Seven training modules have been prepared on issues including negotiation, outside funding, and tax incentives for landowners. Funding provided by The Dolphin Trust, Island Foundation, and the Pegasus Foundation.

Take Back the Cape: Discovering Opportunities for Undevelopment: In 2001 The Compact produced a color booklet describing nine case studies on Cape Cod and Martha’s Vineyard in which towns and land trusts have restored blighted developed sites into natural areas and parks. It is hoped that this publication will inspire other communities to consider efforts to do likewise. Funding by the Dunn Foundation of Rhode Island and the Cape Cod Five Cents Savings Bank.

Cape Cod Pathways: This project (1995-2004) involves the creation of a countywide network of linked walking trails from one end of the Cape to another. Over 50 miles of paths have been dedicated to the regional system. The Compact has produced five extensive interpretive trail guides, and planning maps for six towns and the National Seashore. Funding provided by the Jessie B. Cox Charitable Trust and Barnstable County.

There are only 300 acres of American holly/American beech forest on Cape Cod,

according to the Wildlife Conservation Project, a countywide GIS

mapping project published by The Compact in 2003.

In 2003, The Compact

published its Cape Cod

Priority Ponds Project, which

analyzed and ranked for

protection almost 3,000

pondshore parcels totaling

more than 12,000 acres.

In 2005, The Compact completed its Perceived Open Space Project,

inventorying about 9,000 acres on Cape Cod, all unprotected lands

used for recreation, agriculture or institutional use, such as the boy

scout camp in Yarmouth shown here.

Charles H. Thomsen Land Fund for Cape Cod

The Charles H. Thomsen Land Fund for Cape Cod is a The Compact’srevolving loan fund, providing local land trusts with timely access to capital to purchase critical property for conservation since 1992.

Charlie Thomsen was a founder of The Compact in 1986, Land Fund fundraiser, and long-time Treasurer and Vice-President. He also served as President of the Orleans Conservation Trust for almost 20 years. In 2004, he received The Compact's Chaplin Award for outstanding service in preserving open space on Cape Cod.

“A distinguishing quality of the Land Fund is the close connection between the Compact’s

leadership and the client land trusts. The land trusts work together to guide The Compact,

which creates a high level of trust and interchange. The commitment to shared risk

developed through an awareness of the work of each trust, and the governance role that these

land trusts play in The Compact, allow the loan fund staff and board to feel comfortable

offering generous, flexible loan terms.” Source: A Field Guide to Conservation Finance by

Story Clark, Island Press, 2007, p. 243.

Charles H. Thomsen Land Fund for Cape Cod

• Working capital: $650,000

• Loan terms: 1% -4%, unsecured, short-term (less than 5 years)

• 40 loans made since 1992

• Loans have ranged from $7,500 to $300,000

• $3,500,000 in loans made, all but $9,000 has been paid back so far.

• $95,000 in small grants have also been distributed to local projects.

• In total, grants and loans have resulted in the purchase of 681 acres worth more than $18 million.

The Thomsen Land Fund

provides money for land

acquisitions by tree-huggers

all over Cape Cod.

SERVICES

Contributions,

Grants

21%

Land Trust

Memberships

8%

Land Trust

Service Fees

62%

Town

Consulting

Services

9%

COMPACT REVENUES, 2006

Most of the funding for The Compact’s operations

comes from the land trusts themselves, in the form

of annual dues and fees for direct services on their

local projects. Source: 2006 audit of The Compact

How Compact staff time is spent

Regional

Projects

20%

General and

Administration

4%

Member Land

Trust Projects

76%

Source: Compact timesheets, 2005

How does The Compact bill for land

trust services?• Each Voting Member land trust is entitled to 20 hours of

direct service on its projects for its base $1,500 dues and fees.

• Compact secures authorization from land trust president for each new project

• Each additional hour is billed at $36.00 per hour for each staff person; 2011 staff salary & overhead ranges from $41 to $58 per hour

• Outside grants and contributions to operations subsidize hourly rate for land trusts

• Staff keeps daily logs of each quarter-hour used on land trust projects

• Land trusts billed twice per year with total hours tallied

Compact Operating Budgets and Annual Dues

YEAR BUDGET LAND TRUST SERVICE

DUES FEES

1986 $ 20,000 $1,000 $20/hr.

1992 $ 45,000 $1,000 $25/hr.

2000 $145,000 $1,500 $25/hr.

2005 $200,000 $1,500 $30/hr.

2008 $270,000 $1,500 $35/hr.

The Compact has been able to keep dues and fees low, owing to increase in

land trust memberships, and subsidies in the form of grants and donations.

Types of services provided

to Member land trusts:• Landowner outreach and negotiations

• Deed, conservation restriction drafting and approvals

• Natural resource baseline & property inventories

• Educational workshops for land trusts and landowners

• Regional open space research & ranking

• Land use management plans for conservation areas

• Grant writing

• Newsletter writing, editing, layout

• Advice on public filings

• Fundraising campaign structure

• Membership development coordination

• Liaison to county, regional and state non-profits & agencies, media

• Cultivation of regional network of professionals available to assist land trusts at no or low cost

• Whatever else land trusts want/need and cannot get done with their available help!!

All-volunteer land trusts can do land projects without The Compact.

They cannot do multiple, complex projects simultaneously without The Compact.

The Compact arranged

this entire deal for the

all-volunteer Yarmouth

Conservation Trust and

the Town. The Compact negotiated the purchase,

secured the loans and

guarantee, and wrote the

State grant and the CR.

SERVICES NOT PROVIDED

• Land trust membership data base

tracking

• Envelope stuffing

• On-the-ground land maintenance (i.e., driving around with rakes and saws)

• Most tax filings

• Local leadership

Photo by Farley Lewis

How do we measure The Compact’s success?

ACRES PRESERVED BY

LOCAL LAND TRUSTS

CAPE CODFive-year totals Acres

1962 to 1966 52

1967 to 1971 96

1972 to 1976 240

1997 to 1981 206

1982 to 1986 650

The Compact founded in 1986

1987 to 1991 469

1992 to 1996 1,372

1997 to 2001 1,286

2002 to 2006 1,420

1. Local land trusts have been able to accelerate their land acquisition work

since The Compact began making an impact in the late 1980s.

2. Testimonials re: credibility

…Robinson is fortunate to be plugged into the network of land trusts

across the Cape, "a very quiet collection of champions for open

space," he said. "There would be no Compact were it

not for these people wanting to see each other

succeed all over the Cape."Their combined expertise is why towns, trusts, state agencies and

national conservation groups view Robinson and the Compact as a

clearinghouse for conservation projects, from walking trails to habitats

of endangered species.

"He's an asset to Cape Cod, that's for sure," said Elliott Carr,

president of the Cape Cod Five Cents Savings Bank. "We saw the

Compact out there, fighting for open space, before there was a land

bank," said Carr, who is also a board member of the Brewster

Conservation Trust. “Robinson knows as much about the land in

Brewster as any of us and is constantly coming in with

ideas and expertise." Cape Cod Times, 1999

3. Stability in leadership

Ansel B. Chaplin

President,

1986 - 2001

Richard A. Johnston

President,

2001 – present

Mark H. Robinson

Executive Director,

1986 – present

4.

No

Voting

Member

has ever

left The

Compact

Each land trust

votes each

year whether

or not to renew

its membership in The

Compact. No

land trust is

obligated to

join or rejoin. The fact that

none has ever

resigned its

membership

indicates that each land trust

feels it is

getting value

for its dollar, in

terms of services and

access to

benefits.