Land and Water Partnership
RI Land Trust Council

Resource Library:

Small conservation organizations face many of the same challenges, and run into many of the same questions. From volunteer management to board development, half the battle can simply be finding the right information. With this in mind, the Conservation Stewardship Collaborative and the Land and Water Partnership have collaborated to create this resource library of materials and links for conservation organizations in Rhode Island.

Items marked with a blue star are particularly recommended as the most useful sites or documents within a given category, usually because they provide thorough but general coverage of the topic.

The library includes documents in Microsoft Word format, so they are easily adaptable for your use, and in Adobe Acrobat format, in case you cannot open Word documents. There are also some documents in Microsoft Excel format and many links to websites with useful resource materials. To access the documents for a particular topic, click on the plus sign next to the heading, and then click on the Word, Excel, or PDF link to open the document in each format, or click on the "website" link to go to the website. Once you have opened a Word or Excel document, make sure to save it to your own computer if you want to edit it. Changes you make will be lost if you do not save a copy of the document to your own computer.

If you have suggestions or have documents you would like to contribute, please contact us!

  • Donor/Member Management Materials (incl. Salesforce Tip Sheets and Recipes)
    • Donor/Member Recruitment and Retention
    • Salesforce Recipes
      • Overview of 'recipes' used for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. This overview includes tips on using Salesforce to create these reports and it includes Gayle's 'top data picks' for conducting an assessment of your organization's fundraising history. (PDF)

        Source: Acorn Nonprofit Solutions

      • Part 1 of 'recipes' for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 1 includes instructions for creating donor pyramids for the past two years by donation count and donation amount along with instructions for converting this information into pie charts and stacked bar charts. (PDF)

        Source: Acorn Nonprofit Solutions

      • Part 2 of 'recipes' for reports in Salesforce. From a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 2 includes instructions for creating LYBNT and SYBNT reports for the past two years or more years. (PDF)

        Source: Acorn Nonprofit Solutions

      • Parts 3 to 8 discuss extracting information from Salesforce and other sources as mentioned in a presentation on donor/member retention prepared by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Parts 3 to 8 includes tips on preparing the remaining items on 'Gayle's Top Data Picks' list including: Last Year's Income by Gift Type and Donor Type, Last Year's and All Year's Donors by Town and Zip, Last Year's New and Dropped Donors and Total Donors/Members. (PDF)

        Source: Acorn Nonprofit Solutions

    • Salesforce Tip Sheets
      • Tip Sheet 1: Manual Data Entry of Contacts and Accounts in Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 2: Entering Donations including Membership Renewals into Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 3: Using Campaign and Event History in Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 4: Entering Organization Accounts and Using Contact Affliations in Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 5: Tracking Volunteers including Land Tracker App within Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 6: Entering Mailing Options in Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

      • Tip Sheet 7: Adding a Contact Data Field in Salesforce (Word)(PDF)

        Source: Acorn Nonprofit Solutions

    • See the donor/member management page on this website for more information on the Land and Water Partnership's program to help conservation organizations with management of their membership programs and donor relations. (website)
    • Fund Raising Performance and Methods, a presentation by David Francis at a workshop on donor/member management software on October 7, 2008 (PDF)

      Source: Westerly Land Trust

    • How Software can Improve your Organization, a presentation by Claudia Swain at a workshop on donor/member management software on October 7, 2008 (PDF)

      Source: South Kingstown Land Trust

    • Part 1 of a presentation on donor/member retention using a customer relationship database (CRM) such as Salesforce. Presented by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 1 looks at the data and information management needs, and getting started; and provides two examples. (PDF)

      Source: Acorn Nonprofit Solutions

    • Part 2 of a presentation on donor/member retention using a customer relationship database (CRM) such as Salesforce. Presented by Helen Hersh Tjader as part of a collaborative workshop with Gayle Gifford. Part 2 looks at conducting an assessment of your fundraising history using a CRM database. (PDF)

      Source: Acorn Nonprofit Solutions

    • Procrastinator's Guide to Year-end Fundraising, an article posted on the Network for Good website. (website)

      Source: Network for Good

    • Using a Salesforce Database to Build Membership & Donations (Part 1), a presentation by by Helen Tjader at the 2009 Land and Water Conservation Summit (PDF)

      Source: Acorn Nonprofit Solutions

    • Using a Salesforce Database to Build Membership & Donations (Part 2), a presentation by by Helen Tjader at the 2009 Land and Water Conservation Summit (PDF)

      Source: Acorn Nonprofit Solutions

  • General Land & Water Conservation
    • A network of resources that connects landowners to qualified professionals about real estate transactions, tax and estate planning, and regional land conservation activities - as well as local land trusts, nonprofit conservation organizations, and federal and state financing and technical assistance programs. (website)

      Source: The Private Landowner Network

    • An online, public library, created and maintained by The Nature Conservancy in partnership with other conservation organizations. Conservation tools and techniques, stewardship information (website)

      Source: ConserveOnline

    • Collection of resources for conservation land owners: guidance on Invasives, stream alteration permits, wetlands regulations and soils, signs, forestry, habitat, agricultural use (website)

      Source: Vermont Land Trust

    • Courses, publications, digital library, resources on all aspects of land conservation, including stewardship. (website)

      Source: Land Trust Alliance

    • Extensive collection of presentations and materials from local conservation experts in water quality monitoring, conducting a watershed assessment, fish passage, developing trails, and other topics. (website)

      Source: Rhode Island Rivers Council

    • Publications on reserve management, GIS mappers (website)

      Source: Center for Natural Lands Management

    • Sharing Back Office at Small Nonprofits: A Case Study of Conservation Organizations in Rhode Island (PDF)

      Source: Rhode Island Land and Water Partnership

    • Stewardship of Land: An Investigation into the State of the Art (PDF)

      Source: Center for Natural Lands Management

Resources made available at this website have been provided in the spirit of networking among our nonprofit organizations in an effort to inform each other of new developments, best practices and to generally spare each other from 'reinventing the wheel.' In some cases, links are provided to copyrighted websites. Please contact that website's organization for any use protected by copyright law. For original materials included on this website, we ask that you respect all copyrights. While you are welcome to share and adapt this material for noncommercial purposes, you must give credit to the author and any referenced sources. We welcome you to likewise share any materials that you develop with our partnership.

Website designed and maintained by B.G.Hooke Consulting