March 27, 2014

Recruiting the Right Employee: Part 2- Posting and Screening for General Positions

For employers trying to find candidates to fill general skills positions the battle to wade through the tide of resumes is daunting. Sometimes it feels as if there are 500 “good” candidates for every one open position.

This is where the importance of having a well-written and well-defined job description (and by extension, job posting) comes in handy.* Including required experience, education, and other basic skill requirements allows potential candidates to self-screen before putting together a cover letter and resume package for your organization. In fact, even the simple act of requiring a cover letter (and throwing out all resumes submitted without one) can help your organization pre-screen employees based on their communication skills.

The same with including a salary range—a lot of companies don’t do this for a multitude of reasons, but applicants know what they need their base rate of pay to be. You don’t want to find the perfect candidate to only learn that you can’t afford to hire them after going through the entire recruitment process, do you?

After you’ve put together the full job description and have ensured that it will help potential candidates and the hiring committee quickly screen for the least likely candidates, it’s time to post. But where do you post the job description?

The easiest place to start is general job search sites, a short list of which you’ll see below.
  • Idealist
  • Monster
  • ASAE:CareerHQ
  • Craigslist
  • Indeed
  • CareerBuilder
  • LinkedIn’s Nonprofit Job Board

Other places you should consider posting the job would be with your local community centers, churches, community colleges and universities, and libraries.

Have more suggestions? Share on our social media channels!

The next segment of this series will discuss finding candidates with refined or specific qualifications. Since many nonprofits often rely heavily on informal networks for hiring & finding new talent, these are sometimes the most difficult jobs to fill.
*UST’s offering ThinkHR can help UST members build strong well-written job descriptions and evaluate pre-existing job descriptions against similar, if not exact, jobs. Learn more here.
March 26, 2014

Recruiting the Right Employee by Posting Jobs in the Right Place: Intro

It sounds easy when you first start looking for a new employee: Post job “A” and after a careful selection process, hire the best person for the position.

But what if the best person doesn’t submit an application? How can you reach the right job seekers with the right job postings? Well, there’s a song about how the best place to start is at the very beginning, so it’s important that you make sure you are posting job descriptions on the most appropriate sites.

There are so many different job boards though!

It’s a mixed blessing that you’re right. Even as the economy has improved and the unemployment rate has fallen (with the exception of February 2014), the area of source identification has remained murky when it comes time to recruit new candidates. For some positions, industry specific job boards provide the most active access to the ‘right’ candidates on a national, or even international, scale. But for highly localized job postings, where do you turn?

And where should your organization seek general skill jobs such as Admin Assistants or Receptionists?

Our newest series focuses on finding the best ways to identify candidate pools that are a good fit for your general positions, and finding candidates with more refined, specific qualifications.
February 06, 2014

Long-Term Unemployment Benefits Bill Falls Short

Falling just 2 votes short, the Democratic proposal to extend the federal unemployment benefits program has failed to advance.

On Thursday, February 6th, the Senate’s vote of 58 to 40 marked the end of unemployment insurance payouts for many of the long-term unemployed, including the 1.7 million Americans who had stopped receiving aid when the benefits program had originally expired this past December.

Had the proposal passed, the federal unemployment benefits program would have been extended by an additional three months, amounting to $6.4 billion. But, fearful of creating a disincentive for the long-term jobless, as well as perpetuating the federal financial deficit, the majority of Republicans voted against the bill.

While the proposal was officially dismissed, President Obama continues to search for new ways to promote equal opportunity for the long-term unemployed. In order to create an even playing field for such job candidates, many businesses have started implementing inclusive hiring practices and training programs—all in an effort to end discrimination against long-term unemployed individuals.

After promoting his hiring initiative, Obama has successfully gained the support of many big-wig companies, such as Ford Motor Co. and Apple. And although the extended benefits program has since expired, these new hiring practices can become a new symbol of hope for the long-term unemployed.

Read more about the Senate’s vote on the Democratic proposal here.
January 29, 2014

Will Your State Lead in Job Generation This Year?

Is 2014 going to be the year that job growth finally kicks into high-gear for the U.S.? Many economists are saying “yes.”

For job seekers in the West and South, where job growth is expected to be fastest over the next 11 months, the outlook is particularly rosy. And for the first time since 2008, less than one percentage point separates the jobless rates across the country’s four main regions.

With more than 2.6 million jobs projected to be created in 2014, even states that continue to feel the hardest effects of the recession expect to reap the benefits of employment acceleration. And as job growth continues its upward trend, 15 states have officially gained back all of the jobs that they lost during the Recession, further stimulating economists positive jobs outlook.

Although this has been recovered as the slowest recessionary recovery ever on record, it is expected that all states will have recovered the total number of jobs lost during the Recession over the next few years.

For more detailed information about which states will experience the fastest job growth in 2014, Stateline created this interactive state-by-state map.

Read the full-text Stateline article here.
January 28, 2014

Understanding Your Future Leadership Needs

There comes a time at every nonprofit that conversation must shift—whether naturally or through force—to future leadership needs. But often, founder’s syndrome, overbooked schedules, and fear of change squelch the conversation or muffle the sounds of potential future leaders leaving.

But few nonprofits should actually be afraid of leadership development since often it indicates growth and mission success.

When your organization is open to examining your current organizational goals and is ready to actively assess your employees and positions to see if you have the employee talent to lead your organization forward, there are hundreds of resources for leadership development.

Thankfully, The Bridgespan Group has put together a Nonprofit Leadership Development toolkit, with videos based off of their own leadership development research, that can help you tie the skills and talents your organization will need into your strategic planning efforts.

Watch the first video here.

UST’s ThinkHR hotline can also help you prepare for future leadership needs with expert job description builders, salary benchmarking tools and more than 200 on-demand courses for both management and employees! Visit the webpage here.

Learn more about the HR resources available to UST members by calling (888)249-4788 today.
January 26, 2014

Before You Add a New (Young) Board Member, Read This!

The Millennial generation has been getting a lot of press over the past few years, and often the coverage is decidedly unkind, with a focus on personalities that feel entitled to a “participation trophy,” are lazy, and don’t respect their elders at work. With an engrained focus on technology and change previously unseen in former generations, Millennials have made a lot of people uncomfortable and have been called out repeatedly for it.

But according to research done by the Social & Demographic Trends arm of the Pew Research Center, Millennials are forging an identity that is “confident, self-expressive, liberal, upbeat, and open to change”-- which makes them perfect candidates for your next open Board seat. (Read the full report here.)

Creative and highly adaptive, many Millennials are defined by their upbeat energy, positive outlook and high level of inclusion. Conversely many Boards are getting a bad rap for being exclusive, untouchable, and far too opaque in their conservative decision-making.

According to advocates for younger board members, having Millennials on your board has many benefits and advances your organization in ways that may be overlooked by those quick to dismiss the young. These include:
  • Passion for your mission and organization
  • Access to fresh, new networks and a strong knowledge of how to continue building them
  • Future leadership potential and the ability to act as a bridge to other future leaders
  • Technologically savvy with a knack for teaching other generations the benefits of a technological shift

Read more of the benefits of having younger board members on your Board.

Take the quiz to find out how Millennial you are.

Do you have younger board members at your organization? How did you find them? Tell us about your board demographic!
January 12, 2014

Pictures, Pizza and Philanthrophy

More than thirty years ago, the Unemployment Services Trust was established with the core mission to help nonprofits save money and do more for their mission. As the years have passed and UST has grown to more than 2,000 member nonprofits nationwide, the scope of the organizations that we partner with has also expanded into a broad spectrum of charitable functions, including every major nonprofit sector.

For those of us who help run the day-to-day operations of the UST program, there is a special thrill in hearing how each of our members is able to make an impact in their community through after school programs, health and human services, meal delivery programs, arts, literacy advancement efforts, animal advocacy, and so much more! We wanted to reach into our local community and get help illustrating (literally) all of the types of nonprofits UST serves. So we asked the children that participate in our local Girls, Inc. and Boys & Girls Club programs to help us by entering a calendar contest. And within a month, we received more than 100 incredible drawings!

The only problem is there are only 12 months in a year! So after a difficult selection process, we presented each of the winners with awards, and threw all of the participants a pizza party. Said Tristan from the Boys & Girls Club of Carpinteria to the local newspaper, “I was really excited I won because I never thought I was that good at drawing.” His entry in the Museums category is the winning image for May.
January 08, 2014

Unemployment Services Trust Helps Nonprofits Access Expert HR Hotline and Resources

Unemployment Services Trust (UST) is pleased to announce the addition of ThinkHR Live to its roster of fully integrated services for UST members. This new member benefit is a value-added service that will help UST’s not-for-profit members obtain quick answers and expert second opinions on a wide range of human resource issues.

Founded by nonprofits, for nonprofits, UST is the largest unemployment trust in the nation, providing nonprofit organizations with 10 or more employees a safe, cost-effective alternative to paying state unemployment taxes. Since 501(c)(3) organizations are federally allowed to opt out of paying into the state unemployment tax pool and can instead reimburse the state only as they incur unemployment claims, UST member organizations can take advantage of this savings benefit while also being protected through their UST account reserve and expert claims management. And now through ThinkHR, they will also benefit from live HR advice when they need it.

ThinkHR Live now provides UST members with access to a live phone HR hotline with written follow-up on complex issues or researched matters, usually within 24 hours. All hotline representatives are certified professionals in human resources, and help employers to stay in compliance – an important part of any organization’s human resources practices.

In addition, ThinkHR offers downloadable HR templates with forms, documents, tools and checklists for every HR department; a job description builder and salary benchmarking tools; 200+ online employee training and compliance courses for both management and employees; and bi-weekly legislative and HR e-newsletters.

Over the first 8 weeks of membership, UST members will also receive a weekly email from ThinkHR with account tips and features to help them get the most out of their account.

Every year UST provides its members with new educational content and support. Often focusing on unemployment costs, unemployment claim management methods, HR-related procedures and case studies, UST’s informative materials and dedicated partner services like ThinkHR are designed to help nonprofits save money and build greater resiliency. Visit to learn more.
January 05, 2014

Case Study: Protection When You Most Need It

The South Central Behavioral Health Network (SCBHN) is made up of 39 mental health and substance abuse programs that are funded by the Connecticut Department of Mental Health and Addiction Services. Focusing on programs that benefit the homeless and addicted populations served by member agencies, SCBHN runs multiple programs that offer addiction counseling and support, job training, and grants for consumer-run projects.87356112-web

It also operates a very successful program which allows homeless people to move into sober living houses and provides them with case managers.

Each year, the SCBHN houses more than 130 people, and their programs focus on helping people successfully stand on their own two feet. Believing that those who have already experienced the success of conquering addiction and homelessness provide the best examples to those still struggling, SCBHN provides those connections and helps make sure that peer counselors are always available.

A very unique program, SCBHN began as a membership organization for the substance abuse and mental health organizations in the area surrounding New Haven, CT. Now providing direct services to clients of their membership agencies, SCBHN faces a challenge because they have committed themselves to hiring peers to help those they serve. For them, this means that they have committed to hiring two part-time peers for each position, instead of one full-time entry level employee who had never experienced the hardships of homelessness, substance abuse, or mental health concerns. In the last few years, SCBHN has been “hurt around the edges” as donors for their homeless programs dropped out, which forced them to cut back on the number of people they can serve, even as the population grew.


Needing to save money and feeling that self-insuring is far too risky for the majority of nonprofits, SCBHN joined UST and was able to see an immediate decrease in their annual rates.

“What’s the downside of joining UST?” asked Executive Director Edward Mattison. “I certainly confess that I didn’t pay any attention to unemployment before it became important, but the Trust is less expensive than staying with the state and it’s far less risky than trying to self- insure.”

Mattison’s sentiment proved to be extremely true when SCBHN was forced to dismiss an employee who clients alleged was stealing money from them. After dismissal, the employee filed for unemployment benefits claiming she deserved them for her work at the agency, but SCBHN felt that she had harmed clients and should not receive benefits. “The claims staff has [always] been very helpful for us in prepping us for claims interviews and hearings,” said Mattison.


Working with their claim monitor and hearing representative to figure out how to best approach the situation, what documentation to provide for the hearing, and who should be interviewed, SCBHN was able to win the claim early on.

“I’m not a person who wants to deny people their rights, but the idea that someone who was allegedly stealing from clients should receive benefits made me very angry,” said Mattison.



Looking to save on operational expenses, SCBHN learned about UST and the benefits of joining a Trust. Being offered substantial savings which allowed them to put more money back into their homeless programs, SCBHN finds UST to be important to their mission because, in part, they are protected from high state rates and can get help in defending themselves against fraudulent or inappropriate unemployment claims.

In the case of the fraudulent claim, claims representatives were able to help SCBHN collect all the necessary information for the unemployment hearing they had requested. Organizing statements, testimony, and the evidence, their representative was able to help SCBHN successfully defend themselves against the claim and save their homeless clients from being offered fewer services. UST's claims administrator then went on to help SCBHN set up stronger documentation systems to prevent any future issues with employees who harm clients.



December 08, 2013

The Do’s and Don’ts of Throwing a Successful Holiday Office Party

Holiday music, decorations, and a sweet tooth that doesn’t seem to quit— it must be that time of year. A time for friends, family, and endless celebrations, the holiday season definitely has a way of bringing people together.

So what better time than to throw a festive office party to commemorate yet another successful year? (Or even to ease the pain of a bad one.)

While holiday office parties can seem more like a chore than a reward for both you and your employees, following a few simple steps can help transform your party from dull to unforgettable.

Party Do’s
  1. DO set a realistic budget—your budget will help narrow down food, venue, and entertainment possibilities; remember, successful parties aren’t necessarily the most extravagant and expensive
  2. DO pick a reliable committee—selecting a few willing volunteers will allow you to delegate and utilize multiple perspectives, alleviating unnecessary amounts of pressure and stress
  3. DO consider your office culture—Keep your employees’ interests in mind when planning the event’s atmosphere; whether laid back or high energy, cater to your organization’s needs
  4. DO provide the food—if your company is consistently hosting potlucks, switch things up a bit and treat your staff to a pre-made meal; consider hiring a caterer or hosting a food truck
  5. DO plan activity options—Have engaging opportunities for your employees to mingle; simple activities such as a make-your-own cookie station or a festive photo booth can go a long way

Party Don’ts
  1. DON’T place an emphasis on alcohol—set the tone for moderation beforehand; offer incentives for designated drivers and consider offering more alcohol-absorbing food
  2. DON’T forget about employee policies— in order to avoid sexual harassment or inappropriate behavior, send out a friendly reminder emphasizing that this party is a company event and should be treated as such
  3. DON’T overcompensate for lack of bonuses—if your employees aren’t receiving bonuses this year, don’t throw an over-the-top party; they may question how money is being allocated
  4. DON’T turn a blind eye—as a supervisor, you are responsible for your employees’ actions at the party; be sure to set a good example and keep an eye out for any potentially problematic behavior (including overindulgence and sexual harassment)
  5. DON’T force people to participate—while side activities can be very interactive and entertaining, make sure they are optional; the objective is to make everyone feel comfortable, and some people might resent the forced activities

Throwing a holiday office party requires the utmost care and an eye for details. Though it’s important to emphasize responsible behavior, remember that these annual parties are meant to be a reward for your employees. Given the right venue, food, and attitude, your holiday office party will be a hit

Read more tips on creating a successful holiday office party here.

December 03, 2013

#GivingTuesday and the #Unselfie Bring In the Big Bucks

On Tuesday, December 3rd, the second annual #GivingTuesday took place. Encouraging people all over the world to take place in what started as a national day of giving, the campaign celebrates and contributes to the success of charitable activities that support millions of nonprofit organizations.

This year online donations by Blackbaud rose 90% to $19.2-million, with the average gift hovering around $142. Network for Good, which also processes online donations, said it handled $1.8-million in gifts on Tuesday.

In 2012 there were more than 2,000 recognized #GivingTuesday partners in the U.S. During that 24-hour period, Blackbaud processed more than $10 million in donations while DonorPerfect recorded a 46% increase in online donations on that day over the Tuesday after Thanksgiving in 2011.

The #Unselfie, in which participants take a picture of themselves holding a piece of paper with the name of a charity they support-- either through volunteer work or donations-- and post it to their social media networks, helped contribute to the trend and was a leading keyword in the days leading up to Tuesday.

What was your favorite #GivingTuesday campaign? Tell us about it on Facebook and Twitter.
December 01, 2013

Essential Skills for Successful Coaching

To ensure consistent leadership development within the workplace, coaching has become a highly prioritized method used to train, mold, and encourage employees. And while a sports coach and an office supervisor share similar objectives for team growth, office coaching requires a unique set of skills specific to the working environment.

Devoid of strict time restraints and monotonous drills, great office coaching requires patience, consistent hand-holding, and an assortment of skill-set conditioning.

No matter how talented a supervisor is, an organization’s success rate is greatly impacted by the competence of its workers. Specifically, nonprofits heavily rely on their employees’ ongoing drive and development in order to further advance their mission.

Here are 6 essential elements required for successful coaching:

  1. Long-term education—Workplace coaching requires an extended hand-holding process where one must help walk employees through each step of the way; this ensures that workers are applying their new skills in an accurate and time-efficient manner
  2. Multifaceted training methods—Rather than solely focusing on your employees’ specific job requirements, it’s important to help them gain a thorough knowledge of the organization as a whole; this will give them a greater understanding of how their jobs affect office productivity and interact with other positions
  3. Value mistakes—Since no  employee is perfect, don’t harp on every mistake they make; your workers will appreciate their triumphs much more and will learn from these speed bumps throughout the learning process
  4. Genuine feedback—Positive and constructive responses to an employee’s progress will help create ongoing goals as well as instill a sense of accomplishment within the individual
  5. Ask questions—Ask open-ended questions on a fairly regular basis in order to check in with your workers’ memory retention and engagement; this will not only build a trust between you and your workers, but it will give both parties a chance to evaluate where the current strengths and weaknesses lie
  6. Flexible time limits—While there are some unavoidable time restraints set within the workplace, it’s important that there is an ongoing list of goals, both short-term and long-term, that have no expiration date; employees must be allotted time to reflect on and reevaluate their work

Effective coaching requires a formulaic methodology, which can only be achieved through trial and error. Backed by mutual trust and strategic thinking, the best workplace coaches inspire their employees to continually raise the bar. Great coaches encourage stronger internal relationships and a constant evolvement of talent—paving the way for a more successful organization.

Read more coaching tips within the workplace here.
November 19, 2013

Encourage Creativity to Foster Innovation

Sales Representative, HR Recruiter, Payroll Specialist, Marketing Coordinator, CEO, Board Member. At first glance, these job titles appear to be unrelated—requiring different sets of skills and uniquely ranked within the office hierarchy. But these seemingly diverse positions uphold one glaring commonality: the need for innovation.

Innovation most often occurs when something new or different is introduced— often a product or service. Giving nonprofits a leg up on their competition, creativity and innovative ideas can help advance mission objectives.

Learning how to increase productivity, whilst saving time, money, and other resources, requires an extensive process of trial-and-error. However, due to a lack of encouragement and seldom office-wide participation, many nonprofits are handicapping their potential innovators.

Innovative ideas within the workplace are often unheard or simply ignored. Afraid of stepping outside of procedural guidelines, many employees shy away from sharing their creative input—especially to higher authority figures.

Follow these 4 strategies to make innovative thinking an accepted standard for every job position:

  1. Set aside time and funds to help creativity levels grow. Providing ample resources for innovation will enable your workers to produce more ideas, which can lead to greater creativity flow.
  2. Encourage office-wide participation, regardless of an individual’s job description. It’s simple: the more people who collaborate with one another during a brainstorming session, the greater the likelihood of interacting ideas.  Successful innovation is often the product of multiple ideas.
  3. Harness a sense of confidence prior to tackling more ambitious goals. Have your team initially focus on solving simple problems through innovative thinking.  Once your employees see their ideas transformed into effective realities, they will feel better equipped for more out-of-the box thinking.
  4. Foster consistent, risk-free brainstorming sessions. While not all ideas are great, they can be the stepping stones needed for innovative achievement. Innovative brainstorming is a time to make mistakes, so create an unfiltered environment where your employees are free to share any and all ideas.

Innovation provides organizational growth opportunities and keeps your nonprofit from remaining static.  Through allocated resources and abundant reassurance, your employees will adapt innovative thinking as a second-nature behavior. Building a unified team effort, through open brainstorming opportunities, will create inclusive internal relationships and strong external impressions.

Learn more tasks to breed innovation here.

November 13, 2013

Case Study: Why Knowledge is Power


The Council of Community Clinics (CCC) provides centralized support services to 16-member community clinic and health center organizations operating nearly 100 sites in California’s San Diego, Imperial, and Riverside counties. Their mission is to represent and support community clinics and health centers in their efforts to provide access to quality health care and related services, with a special emphasis on serving low-income and uninsured populations. They strive to be the common voice by building and strengthening relationships with strategic partners to develop sustainable resources and healthier communities.



Founded in 1977 the CCC helps its community clinics provide care to 1 in 6 San Diegans. And, since the County of San Diego does not operate a public hospital or public clinics, the CCC-member nonprofit community clinics and health centers are one of the few safety nets for primary care services for low-income and uninsured individuals.


Several years ago, during the height of the Great Recession, the CCC faced a negative budget and used their entire monetary reserve which had been built over years of careful spending. Even with the extra monies at their disposal, the agency had to do a large layoff to continue to provide support and services. “It was incredibly difficult,” said Tracy Garmer, Director of Human Resources at CCC. After the state was fully reimbursed for all the claims, CCC’s UST reserves were drawn down and the organization took notice of their relationship with the Trust for the first time.

“When I first got here- having come from the for-profit sector- I didn’t really know about the Trust, and I was told we were working off a credit, so it didn’t really rise to a high level of interest,” said Garmer. After the state was reimbursed, the CCC had to re-build their UST account so she felt she needed to learn more about how the Trust operates and if it was still their best option.

“When I called I talked to several people that were extremely helpful in explaining that we were only paying for our own claims, versus what we would be doing in the state system. I emailed back and forth with the Director of Operations at UST and ended up being able to ask for a review of our rates.”


Having learned about how UST works and how the Trust ensures that each member is only paying for their own unemployment claims, CCC was able to get their rates reviewed and reduced while they re-built their reserves.  “When I called to inquire about my rate, the Trust was willing to look at and re-calculate my rate for me. We had gone years and years without large layoffs, and UST made a decision about CCC as an individual company, rather than just lumping us in with everyone else. It’s something I highlight to people that are looking at going into the Trust.”

For CCC, early education wasn’t high on the list of immediate to-dos, but when their rates changed and they called on UST to explain, the Trust was able to offer information to help deter future unemployment costs, as well as provide information about how a layoff affects their account. One of the greatest offerings for nonprofit employers who are expecting layoffs is to call UST and ask their dedicated claims reps questions before making any layoff decisions to see if there are any other approaches, such as partial layoffs, that can save their nonprofit money and reduce claims costs in the long, and short, run.
November 05, 2013

Nonprofit Accounting Updates

Guest Post republished from The Bonadio Group

The Financial Accounting Standards Board (FASB) has released two updates to accounting standards that affect nonprofit organizations.

Accounting Standards Update (ASU) No. 2013-06, Not-for-Profit Entities (Topic 958) Services Received from Personnel of an Affiliate, requires that if a nonprofit receives donated services from an affiliated group, the cost of the services must be measured in the nonprofit’s financial statements at the donor’s actual cost.

ASU 2012-05, Statement of Cash Flows (Topic 230) Not-for-Profit Entities: Classification of the Sale Proceeds of Donated Financial Assets in the Statement of Cash Flows, generally requires organizations that convert donated securities nearly immediately into cash by selling the securities to classify the related cash receipts as cash inflows from operating activities, unless the donor restricted the use of the contributed resources to long-term purposes. This change is effective prospectively for fiscal years beginning after June 15, 2013.

Read more here.
October 24, 2013

Making First Days More Effective For Everyone

There is something inherently difficult about making a new employee’s first day truly successful.  Regularly the hiring manager is so worn out from the initial hiring process that the importance of continuing to woo the new hire is lost on them.

The pitfalls of failing to make your new employee feel welcome and successful on their first day is two-fold though; in part it deflates their expectation about what their experience working with your organization will be. More importantly though it devalues their time at your nonprofit and elongates the onboarding time.

Imagine showing up to work on your first day only to find that nothing has been prepared around your arrival. No computer has been set up. No orientation paperwork has been prepared. No introductions are made. Overall, it seems as though no one at your new job cares that you were hired. How long would it be before you began looking for another new job?

Now imagine a more ideal situation: Your hiring team sent you a welcome note with a first day agenda before you began, and then on your first day, your desk, computer, office supplies, etc. are all ready for you. Co-workers casually drop by between meetings to welcome you aboard and your hiring manager makes vital introductions between you and your immediate team. Orientation materials are prepared and flexible, with small projects and onboarding goals given to you; lunch invitations are extended to help you meet your new co-workers.

Chances are you wouldn’t be as quick to resume your job search because your new organization and co-workers seem excited to have you along.

That initial sense of belonging and preparation goes far.

By demonstrating to new employees that you are excited to have them on board, and that you’ve taken the time to help them get up to speed, you’ve helped lay the earliest groundwork for success. And then as the employee goes through the onboarding process, they have the right contacts, and the right tools, to find the information they need about your organization, donors, and clients to further your mission.

What other onboarding sins have you seen companies commit? Do you have a favorite successful onboarding story?
October 20, 2013

Understanding Financial Reporting for Not-for-Profit Organizations: The Accounting Trinity

Management, donors, lenders and regulators all rely on not-for-profit entities’ financial statements to tell the organizations’ stories. While many individuals come face-to-face with financial information daily, much of it, when presented in financial statement format, is not intuitive or self-explanatory.

This article is the second in a series intended to help non-profit stakeholders better understand financial statements in order to make intelligent use of the information. The first article, Financial Statement Basics, reviewed the three primary financial statements:  the Statement of Financial Position, the Statement of Activities and the Statement of Cash Flows.

Next, we will look more closely at this “accounting trinity,” examining the relationships between statements and the process of capturing financial data and producing statements.

The Accounting Trinity

The three primary financial statements constitute the organization’s center of gravity.  They are a three-ring circus.  The Statement of Activity draws the most attention, but you need to watch in all three places!

How do the statements interact?  The Statement of Financial Position is the sum total of all Statements of Activities over the life of the organization.  The Statement of Activities and the Statement of Cash Flows report very similar information.  The Statement of Activities reflects current-period activity on an accrual basis (income recorded when earned and expenses recorded when committed).  The Statement of Cash Flows reflects how cash was created or used during the current period.  The Statements of Activities and Cash Flows are formatted very differently, however.

Items to look for and consider on every financial statement include:

  • Is there enough cash?
  • Are receivables/payables growing?
  • What’s the bottom line?
  • What are administrative expenses?
  • What are functional expenses?
  • Which numbers are estimated?

Read the rest of the article, which covers Internal Controls and Governance here.
October 16, 2013

Unemployment Insurance (UI) Integrity- A Focus on Compliance

Now that the deadline for states to enact their own UI Integrity laws has passed, employers must realize the growing importance of compliance.

For those who fail to respond to a state request for information, the penalties quickly add up, and could end up costing them their right to fight improper claims.

The expert claims administrators at Equifax Workforce Solutions (WS) have written a white paper entitled Unemployment Insurance (UI) Integrity: A Focus on Compliance to help impart meaningful advice around the federal mandate.

"In 2009, with unemployment rates nearly double historical norms, UI benefit payments increased significantly and reached an annual high of nearly $80 billion. As the effects of this recent recession continue to impact unemployment reserves, a renewed focus has been placed on the integrity of the UI system as states look to replenish insolvent trust funds while minimizing benefit overpayments moving forward."

- Greg Good, Equifax Workforce Solutions

For more information on how your state's legislation (or lack thereof) will affect your organization in the next few months, UST members can contact their WS claims representative directly.
October 15, 2013

UI Laws In All 50 States Go Into Affect Next Tuesday, But Will It Happen?


Part of a larger effort by the federal government to address the growing U.S. deficit, Sec. 252 of the 2011 Federal Trade Adjustment Assistance Extension Act, the UI Integrity Act, was specifically designed to help prevent the improper and/or fraudulent payment of unemployment benefits which have been a far-reaching drain on the state unemployment insurance (UI) system.

Tuesday, October 22nd, is the deadline, set by Federal law, for all 50 states to enact their own UI Integrity legislation. But  will all 50 states actually be compliant? Well, probably not.

As of this publication, 22 states, and D.C., have not yet passed any legislation in relation to Sec. 252. (Neither has Puerto Rico or the Virgin Islands.) Of those, only 7 have pending Sec. 252 compliant UI integrity legislation.

Sec. 252's mandate required states to require employers to respond in a timely and adequate manner to all state requests for UI benefit information in order to reduce improper payments. If an employer fails to respond in a timely or adequate manner, it becomes the employer's responsibility to pay for either part of or all of the improper payments made to claimants.

Nonprofit employers participating in the state UI system can opt out of paying their state unemployment taxes and instead directly reimburse the state for the dollar-for-dollar cost of benefits paid to their former employees. By participating in the Unemployment Services Trust (UST) nonprofits with choose to directly reimburse the state have added help in ensuring that all communications are timely and adequate-- but should a claim have to be tried, expert hearing representatives aid our members in presenting the best witnesses and evidence available.

Read more about your state's legislative actions here.
October 10, 2013

Member Case Study: Meals-on-Wheels of Johnson & Ellis Counties

Meals-on-Wheels of Johnson & Ellis Counties (MOW), a community-based not-for-profit in Texas, helps home bound elderly and disabled persons remain independent and healthy in their homes by providing home-delivered meals, daily personal contact, and support.

Founded in 1977, it currently serves nearly 3,000 needy persons per year in a two-county service area that covers over 1,700 square miles.

“Serving the children of yesterday, today,” MOW ensures that someone checks on the elderly and disabled of Johnson and Ellis counties every day. By offering personal interactions and an honest interest in the welfare of home bound and disabled individuals, the 600 volunteers who work with them each month make the difference in many lives. With a National Nutrition Certification Program, a peer-review program that signifies that a meal program is performing its mission of providing healthy nutrition services to the elderly and at-risk populations, MOW ensures quality service and organizational accountability by setting national nutrition program standards.

UST Members Speak - Vinsen at Meals on Wheels


Because MOW places a strong emphasis on individuals versus numbers, communities as opposed to governmental boundaries, and timely services versus waiting lists, the organization strives to do more than just end hunger for home bound individuals. Located just south of Dallas and Fort Worth in North Central Texas, the organization relies heavily on donors to cover the costs of not having their own kitchen, but they are in the fourth year of a $6 million capital campaign that will allow MOW to build a regional meal facility that would provide an initial savings of nearly $1 per meal and create the ability to cook more than 1,800 fresh hot meals a day.

With only $1.3 million raised thus far, MOW knows there is still a long way to go before the kitchen is opened. “At times we’re too close to Dallas and Fort Worth and other times we’re not close enough to draw on the foundations and corporate interests there, but the kitchen is an incredible opportunity for us, as it will solidify our future, and allow us to better serve those who need services,” explained Vinsen Faris, the Executive Director of MOW.


Since 2003, UST has provided definite cost savings and proven budgeting abilities that have been put directly back into helping pay for the meals of those reliant on MOW. Even though the agency has a history of very low turnover, and rare incidents of dismissal, the claims monitoring services helped prevent a costly fraudulent unemployment claim from being successful. UST educational offerings have also helped prevent the agency from running into any other fraudulent claims by providing information on best hiring practices and documentation.


“I think that unemployment taxes are one of those things that people don’t want to talk about. But, we’re doing our best to control our risk levels because we want to be the best stewards of the public’s money that we can be, and I think UST helps us do that,” said Faris.


Most people don’t want to talk about unemployment taxes, but when organizations are willing to look at how unemployment alternatives can benefit those they serve by opening up more unrestricted funds and enlarging what they are able to give back to their community, nonprofits can find valuable cost savings in the form of need-to-know information and advice.
October 06, 2013

Staffing Strategies eBook Highlights How Nonprofits Can Effectively Recruit, Reorganize, and Develop Staff

UST has released a nonprofit strategy guide emphasizing how nonprofits can promote internal development and improve retention rates through efficient staffing methods.

Santa Barbara, CA – Unemployment Services Trust (UST) is pleased to announce the release of Nonprofit Staffing Strategies: 3 Steps to Hiring, Separations and Staff Development. Stressing the correlation between mission advancement and effective staffing methods, the strategy guide aims to equip nonprofits with an in depth understanding of relative hiring, termination, and unemployment techniques. The eBook provides step-by-step procedures, which encourages nonprofits to revamp their current staffing strategies—paving the way for procedural consistency and reduced costs.

“I think the Staffing Strategies eBook will help nonprofits better identify leadership behaviors, mitigate potential risks, and improve their overall hiring processes,” explained Donna Groh, Executive Director of UST.  “With hundreds of strategy guides already downloaded, I’m confident this eBook will provide the tools required for internal growth.”

This guide reveals how to:

  • Recruit employees, both resourceful and proficient in their job requirements
  • Create specific and ongoing objectives to consistently build employee capabilities
  • Document disciplinary actions leading up to an employee’s departure
  • Uphold proper termination etiquette
  • Manage unemployment costs, claims protests, and appeal hearings

UST provides its members with an abundance of educational content. Often discussing unemployment costs, claims management methods, HR-related procedures, and relative case studies, UST’s informative materials are designed to help nonprofits save money and build resiliency.

Founded by nonprofits, for nonprofits, UST is the largest unemployment trust in the nation, providing nonprofit organizations with 10 or more employees a safe, cost-effective alternative to paying state unemployment taxes. UST has partnered with nearly 80 state and national nonprofit-based associations to teach their members about their unemployment insurance options. Visit to learn more.
October 01, 2013

Keep Everyone on the Same Page: Update Your Employee Handbook

Updating your employee handbook will help your employees stay in-the-know regarding your nonprofit’s evolving rules and regulations—a process that, when well executed, can protect your organization from undue employment problems and improper unemployment claims, as well as build employee relations and secure a healthier internal culture.

Taking the time to alter employee handbook policies at least once a year can mitigate employment related lawsuits and ensure your nonprofit’s overall progression.

As milestone employment laws change, even laws not directly impacting employment-- including state-by-state changes in regulations regarding medical marijuana and gun carry permits-- your employee handbook must clearly identify and address your organization’s policies regarding legal changes that impact your organization.

If you don’t help keep your staff properly informed, you can’t expect them to decipher what’s work appropriate and what’s not. And if you do leave it up to individual employees to decipher what is an isn’t appropriate, your organization is left open to employment related lawsuits and expensive, improperly collected unemployment benefit claims.

Some of the most important policies you should re-examine, if you haven’t done so in the past 6 months are:

  • Employee benefits
  • Break time for nursing mothers
  • Discipline processes
  • Hourly employee regulations

Remember, you need to be consistent and effective with employee handbook updates. Rather than completely changing everything, learn how to simplify wording and tweak pre-existing policies. (There’s no need to reinvent the wheel if you don’t absolutely need to.)

But the most important thing that you must do is educate your employees on their behavior and rights at the workplace; it’s beneficial to all parties involved.

Whenever the Handbook is updated, take the time to double check that you have proof of receipt from everyone since it’s imperative that you keep these easily accessible at all times. Without proof of receipt, your organization is open to improper unemployment claims, lawsuits, and all sorts of other slippery slopes.

When everyone at your organization shares the same views on organizational rules and expectations, you lessen the risk of confusion and unintended misconduct.  An updated handbook leads to a consensus on expected behavior and attitude—paving the way for a more harmonious work experience for everyone.

Learn more about how to update your Employee Handbook here.
September 29, 2013

Understanding Financial Reporting for Not-for-Profit Organizations: Financial Statement Basics

Guest Post by Debbie Roessl Dimery, CPA, Partner, Lindquist LLP

Accounting is the process of capturing, recording, configuring, analyzing and reporting financial information.  While many individuals come face-to-face with financial information daily, much of it, when presented in financial statement format, is not intuitive or self-explanatory.  Accounting information is presented on the assumption that one has a basic familiarity with the vocabulary of accounting.

Reading a set of financial statements is like shucking an oyster:  You have to know what you are doing and work to get the meat.

Management, donors, lenders and regulators all use not-for-profit organizations’ financial statements. They do not see an organization’s day-to-day activities and, therefore, must rely on the non-profit’s financial statements to tell its story. It is important that these stakeholders learn accounting vocabulary and understand financial-statement basics in order to make intelligent use of the information.

This article is the first of a series intended to help non-profit stakeholders become knowledgeable spectators in the game by reviewing financial statements, understanding statement interactions, knowing the process of capturing financial data and producing statements, and understanding the role of an independent auditor. First, we will examine a basic set of financial statements.

Read the rest of the article, which covers Financial Statement Basics, here. Want to learn more? Sign up for our upcoming guest webinar here:
September 26, 2013

Guest Post: Legal Considerations in Layoffs, Salary Reductions and Furloughs

A Nonprofit HR white paper by Gerard P. Panaro, Attorney-at-Law, Howe & Hutton and Lisa Brown Morton, President/CEO, Nonprofit HR Solutions

With a possible government shutdown still looming on the horizon, many organizations who receive government funding are probably reviewing their plans for staffing during this period. And as uncertainty continues, it's important to ensure you are fully aware of the legal implications of any actions you take.

Organizations have a number of options depending on their situation though. Affected organizations may determine that they cannot afford to pay their employees during the shutdown so they may chose to furlough staff, reduce pay, or require employees to take leave (using accrued, advanced or unpaid leave). They may also send their employees to mandatory training. But what if too many employees of a protected class are effected by decisions? Or if employee's exempt status is violated when requiring time off?

The experts at Nonprofit HR have put together an information packed white paper that can help make your decision making easier. Download the full white paper here.
September 11, 2013

Right to Work Law to See the Indiana Supreme Court

After a hard and drawn out battle over Indiana’s Right to Work law, it appears the fight will be continued in the state’s Supreme Court. A Lake Superior Court Judge, John Sedia, ruled Thursday (9/5/2013) that the law violates a provision in the state constitution barring the delivery of services without “just compensation.”

Sedia ruled the law incorrectly forces unions to represent workers who don’t pay union dues.

Read more about the fight, and what experts from all sides of the fight predict will happen, here.
August 29, 2013

Who Should Control Workforce Development Monies?

As we reported before, the National Governors Association (NGA) turned their attention during the 2013 session to helping people with disabilities find jobs. By focusing on building partnerships with companies already committed to helping those with disabilities find long-term, satisfying employment, the NGA aimed to create a plan that provides disabled workers a paycheck and the strengthened sense of purpose that many people find in their work.

Read the previous article here.

Now that their August report is wrapped up, states struggling to rebuild their workforces say they know better than the federal government how to make the most out of the limited amount of workforce development and job training dollars in their own state. In particular, the NGA is asking for an increase in monies allocated to “set-aside” funds from the Workforce Investment Act that states are able to use at their own discretion to explore new approaches to workforce development tailored to their states’ needs.

Read more about what the NGA recommended, and what their critics say to counter the report, at Stateline here.

And tell us, who do you think should control the bulk of workforce development monies: the state, the Feds, or local governments? Share your answers on Twitter, Facebook, or LinkedIn.
August 25, 2013

Retention Challenges & Solutions: Why Your Retention Strategy Needs an Upgrade

We’ve all heard it time and time again: “9 out of 10 nonprofits lack a formal retention strategy.”* Nonprofits need to revise their view on employee retention. Training a new employee is expensive. Keep your employees happy to keep costs down.

But the constant stream of demands is easy to tune out. There are thousands more pressing concerns that need to be addressed first, right?

The cost of losing a talented employee who is familiar with your organization, cause, and market far outweighs the time it takes to develop and implement an effective formal employee retention plan. Worse, the loss continues to grow as you factor in the time it takes to find and train a replacement, and the time it takes them to build relationships equivalent to those lost when your former employee left.

So what’s a busy nonprofit to do?

Start small. Next time you’re looking to fill an empty position, take a close look at your recruitment strategy. Are you doing everything you can to attract recruits that will be a good fit in your organization not only when they start, but a few years down the line? The more engaged an employee is with your organization, the longer they are likely to stay (and grow) with your organization. But if you aren’t doing the small things up front, like being honest and open about your organization’s culture, chances are your organization will be waging an uphill battle to keep them onboard.

Give them a ring. Not a literal ring. But imagine employee engagement as a dating relationship; to keep your employees onboard and on track, it’s important that you both are continuously assessing the relationship, strengthening your commitment, and ensuring satisfaction. If you think employee engagement might be missing a beat, find new ways to make work more enjoyable, both emotionally and professionally for your employees. And then thank them for their hard work.

People aren’t computers, and they aren’t easily replaceable, but we all fall behind sometimes. So, how does your organization foster employee engagement?

*2013 Nonprofit HR Employment Trends Survey, Nonprofit HR, (2013), retrieved from
August 21, 2013

Why You Need a Vacation from Your Vacation

Vacations are designed to be a tranquil escape from everyday stresses encountered at the workplace.  However, many Americans are finding reasons to either avoid or shorten their vacation time usage.

While it is true that American organizations are one of the top most productive business sectors in the world, lack of vacation will inevitably lead to poor physical and mental health, as well as increased turnover rates.  Vacations are imperative to maintaining vitality and work ethic throughout the office—increasing both productivity and happiness with one’s job and others.

With 61% of employed Americans expecting to work during their summer vacation, it’s no wonder many employees lack enthusiasm when planning their vacation time.  Here are some prevalent work-related activities vacationing workers often find inevitable:
  • 38% of workers anticipate receiving work-related emails.
  • 30% expect to answer work-related phone calls.
  • 24% presume they will receive work-related texts.
  • 20% believe they will be asked to do work by a boss, client, or colleague.
  • 32% assume they will be making preparations for incoming documents on their computer.

Developing stress prior to, during, and after vacation, due to interrupted work flow and lack of routine, many workers fail to recognize the positive effects vacation has on one’s work.

Use these methods to make vacations relaxing and work-free:
  • Vacation from technology, as well as the office.  Because our society is so reliant on our smartphones, and laptops, and tablets, checking a work voicemail or email unfortunately becomes second nature.  Either set a small amount of time aside for answering calls and messages, or shut off your devices altogether.
  • Think of vacation as a duty, rather than an optional perk.  Vacations are important to your health and attitude.  Even if you don’t think you need it, consistent days off helps you rejuvenate yourself—energy needed when going back to work.
  • Take short, but regular days off.  People are often more productive and cheerful in the days leading up to vacation.  If a week or more of vacation time is still too daunting, don’t be afraid to take long weekends off or spread out your vacation days.  More mini vacations give you more things to look forward to.
  • Have confidence in your staff and coworkers when you’re away.  Appoint a second-in-command for the duration of your absence.  Be sure to plan ahead and delegate responsibilities so you don’t feel pressure to check in while you’re on vacation.
  • Encourage your staff to take vacations.  Employees are often too timid to ask for days off in general, fearful of portraying a lazy work ethic.  As a superior, it’s up to you to publicize that vacation days are a vital necessity, not a sign of weakness.

Vacations are crucial to a worker’s sanity and general attitude towards the workplace.  Though it’s tough to step away from the computer and turn off the smartphone, time away from the office will provide you much needed rest, and the break you deserve.   Vacations are what help employees remain satisfied with their jobs, in turn keeping organizations competitive and successful.

Learn more about vacation and work time here.
August 12, 2013

Understanding and Utilizing Different Office Personalities

Have you ever critiqued a coworker because of their overbearing tendencies or their abrasive personality? Don’t worry; you’re not alone in your frustrations. However, learning to dissect and identify your own and others’ personality traits can actually increase work ethic and strengthen internal relationships—paving the way for a stronger organization overall.

For nonprofits, employees’ collaborative efforts are often the key element to mission advancement But clashing personalities working toward the same goal can lead to resentment and impatience in the work place.

Learning to recognize and understand others’ personality strengths and weaknesses can help you appreciate the diverse environment you work in Specifically, nonprofits can take advantage of their diversity when it comes to improving their employment procedures and ensuring ongoing structural soundness.

Basic working styles can often be separated into 4 broad categories:

  • Learning—Learners are the researchers Unable to quench their thirst for knowledge, learners are constantly looking for the root of current and potential problems. For instance, with regard to your organization’s employment practices, learners can help analyze the strengths and weaknesses of your workforce, analyze how better documentation and standardized hiring practices can lead to a stronger, more long-term labor force.
  • Loving—These individuals are known for their relationship building abilities. They tend to show empathy and kindness towards others and understand how to approach difficult situations with grace. Spreading optimism throughout the office can help your nonprofit maintain a “glass-half-full” outlook on everyday work problems. Internal positivity and support alleviates stress during unanticipated budget or employee loss—providing you with a sense of security and consistency.
  • Doing—Doers are known to execute and accomplish set goals. They thrive on lists, deadlines, and projects. For example, by utilizing this focus and attention to detail, nonprofits can analyze and restructure their training and continued education opportunities—leading to greater time efficiency and overall HR effectiveness.
  • Leading—Leaders create and persuade by providing your employees with the tools to succeed Able to paint a picture of their visions, using innovation and passion, leaders are able to easily rally support behind their ideas. Great leaders inspire employees to constantly push themselves and take calculated chances to further your nonprofits’ mission. With each leader setting the bar even higher for the next, your nonprofit will be on track for upward mobility and constant procedural refinement.

Whichever working style team members possess doesn’t really matter by itself What most affects a nonprofit’s success is the compilation of strengths your team brings to the table and your team’s ability to successfully work together as a cohesive unit. As long as you understand and utilize everyone’s unique abilities, pertinent to your team’s progress, your nonprofit will continue to flourish.

Discover which working style you have here.
August 07, 2013

Pairing Strategy with Leadership Development: A Recipe for Nonprofit Success

Leadership development has always been a huge priority within the nonprofit realm. Always looking towards growth opportunity and mission advancement, most nonprofits place heavy emphasis on grooming their potential leaders.

Though prioritizing leadership development is a step in the right direction, nonprofits must simultaneously analyze and define both strategy and leadership development procedures in order to transform goals into achieved reality.

Nonprofits often lose momentum and general direction after failing to go over the specifics. More often than not, leadership development procedures fall into generalized categories. Because no one strategy or goal is alike, it’s important to identify the specific skills required for every set objective.

When looking at future development plans, your organization must develop a consensus around what skills your employees, leaders, and future leaders currently possess, and what behaviors will be required for future endeavors. Identifying the gap between present and future skill sets will better allow you to create a plan of action to achieve such skills.

Bridgespan created a process to help organizations both analyze potential changes in business strategy, and create a leadership development plan to address these organizational shifts.

When looking to the future, ask yourself these questions:

  • What major strategic changes(s) is your nonprofit planning on making?
  • What behaviors and skills will be required to execute these strategic changes?
  • What behaviors will be required of both current and future leaders to transition smoothly and successfully implement these changes?
  • Which leadership needs will be required of each future leadership role? Will we be able to develop the needed behaviors and skills through internal grooming of current staff members? If we are unable to do so, what will the course of action be in reaching out to those possessing such behaviors?

Overall, you must think of strategy and leadership development as a package deal. Greatly affecting one another, strategy and leadership development must consistently be analyzed side by side.

By closely monitoring your organization and its future leadership training process, you can decide what’s effective and what still requires improvement. Attention to detail is the key ingredient to identifying potential weaknesses, harnessing current strengths, and bridging the organizational gaps.

Learn more about linking leadership development and strategy here.