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Policies and Practices

How to Find Key Nonprofit Documents

In an ideal world, nonprofit organizations implement an effective record-keeping system for their important documents. Sometimes, however, through changes in data storage systems, leadership, or pure accident, record-keeping becomes haphazard and important documentation is lost. This article discusses how nonprofit organizations can find five key documents they should always have on record.

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Building a Better Board: Strong Boards Have Strong Policies

Nonprofit directors generally join the board because they are passionate about the mission of the organization. That’s a great place to start, but enthusiasm and passion must be paired with strong governance to enhance the growth of the mission. In this talk we will discuss governance generally and the policies boards should have in place …

Read MoreBuilding a Better Board: Strong Boards Have Strong Policies

When Is An Extended Leave Of Absence Reasonable?

How can a nonprofit employer minimize the effects an employee’s leave of absence has on your nonprofit’s work, while still providing the time away from work your employee needs? At a minimum, nonprofits should have leave policies to inform and guide both managers and employees.  But even with clear policies, handling extended leave requests under …

Read MoreWhen Is An Extended Leave Of Absence Reasonable?

Data Governance for Nonprofits: Advancing Trust, Compliance, and Impact

Nonprofits collect, store, and utilize vast amounts of information, including donor data, program metrics, financial records, and participant information. To maintain transparency, trust, and compliance, robust information governance practices should be established and followed. In this webcast, our speakers will touch on topics such as: Speakers: Jillian Simons and Misty Peterson, King & Spalding Open …

Read MoreData Governance for Nonprofits: Advancing Trust, Compliance, and Impact

Leave Policies in the Nonprofit Workplace

An employee leave policy can help recruit new talent and allows staff to understand what leave benefits are available to them.  This may even be the most frequently referenced section of an employee handbook. In this episode of the PBPA Podcast, Bryan Stillwagon with Uniserv and Alyce Ogunsola with Ford Harrison talk to us about legal …

Read MoreLeave Policies in the Nonprofit Workplace

Document Retention Policies as a Best Practice

Does your nonprofit have a written Document Retention Policy?  The Internal Revenue Service (“IRS”) asks in the Form 990, the annual information return filed by most tax-exempt organizations, several questions about board structure and organizational policies, including whether the entity has a written document retention policy. This article covers some basics regarding document retention policies, …

Read MoreDocument Retention Policies as a Best Practice

Webcast: Whose Job is it Anyway? Navigating Board-Staff Relationships at a Nonprofit

Nonprofit staff and board are all on the same team, but problems can arise if the roles of team members are unclear. In this webcast, PBPA’s Justine Cowan, who has served as both an executive director and a board member herself, will discuss how to navigate the complex board-staff relationship, including: • Key policies that …

Read MoreWebcast: Whose Job is it Anyway? Navigating Board-Staff Relationships at a Nonprofit

Can I Stop Employees From Sharing Information About Their Pay?

Can an employer stop an employee from discussing terms or conditions of the job, such as pay, benefits or working conditions, with others? You might be surprised to learn that the answer is generally: no!  Read this article to learn why not and what options your organization has if you are concerned about employees’ discussing …

Read MoreCan I Stop Employees From Sharing Information About Their Pay?

Key Policies Every Nonprofit Should Consider

As a nonprofit executive, there is no shortage of responsibilities that demand your immediate attention. While it may be difficult to put aside pressing tasks, good planning today can lead to greater efficiency tomorrow. Well-drafted policies help your nonprofit improve board and staff performance by setting clearly defined roles and responsibilities, provide sustainable structures for …

Read MoreKey Policies Every Nonprofit Should Consider

Best Practices: Maintaining Personnel Files and Employment Documentation

Proper maintenance of employee personnel files and other employment files helps to ensure that all of the relevant information about employees is maintained in the appropriate place, and that employment actions that are taken by the organization are supported by correct documentation. Employers may choose to have several files for information that is maintained about …

Read MoreBest Practices: Maintaining Personnel Files and Employment Documentation

How to Keep Your Nonprofit Out of the Media Spotlight

How to Keep Your Nonprofit Out of the Media Spotlight The Wounded Warrior Project has been under intense scrutiny ever since a CBS News investigation reported that the organization spends 40 to 50 percent of its donations on overhead. The organization was also accused of excessive spending on executive salaries, travel and staff conferences. In …

Read MoreHow to Keep Your Nonprofit Out of the Media Spotlight

Webcast: Employee Handbooks

When’s the last time you reviewed or updated your employee handbook? Did you obtain your current handbook from the Internet or from a friend at another nonprofit? In this webcast, we’ll discuss the purpose of an employee handbook, what policies it should include, and perhaps more importantly- what it shouldn’t include. Recently, administrative agencies such …

Read MoreWebcast: Employee Handbooks

Conflict of Interest Policies: Disclosure, Monitoring, and Enforcement

The IRS has made it clear that you should have a written conflict of interest policy and it’s a good idea for your organization. Learn how often they should be reporting and the additional compliance steps you need to take. Please note that in addition to the legal disclaimer above, this article contains information that …

Read MoreConflict of Interest Policies: Disclosure, Monitoring, and Enforcement

Whistleblower Policies

The newly revised Form 990 now asks directly whether your organization has adopted a whistleblower policy. Learn how a written policy can benefit your board now, and save you pain and trouble later. Please note that in addition to the legal disclaimer above, this article contains information that is based, in whole or in part, …

Read MoreWhistleblower Policies

Audit Committees and Audit Committee Charters

This alert discusses audit committees – what is the committee’s function, who should serve on it and what are the committee’s responsibilities. The alert also has a sample job description for the committee. Please note that in addition to the legal disclaimer above, this article contains information that is based, in whole or in part, …

Read MoreAudit Committees and Audit Committee Charters

Audit Requirements

Learn about audits, reviews and compilations to help determine which one might be best for your organization.

Read MoreAudit Requirements

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