Trusts and Agreements Specialist, University Relations

University of Saskatchewan•Saskatoon, SK

8d•Hybrid

About The Position

The Trusts and Agreements Specialist provides trust development, analysis, and administration to ensure the strategic directions of the University of Saskatchewan and the key objectives and priorities of University Relations (UR) are accomplished effectively. This role involves high-intensity, high-volume work in a fast-paced environment with competing deadlines. The Specialist liaises with a diverse group of on- and off-campus individuals, businesses, and stakeholder groups, dealing with a broad range of complex issues within and outside the University environment.

Requirements

A relevant undergraduate degree. A combination of education and relevant work experience may also be considered.
A minimum of three years of progressively responsible experience with financial management, or a fundraising environment dealing with complex gift agreements, planned giving, or estate administration.
A minimum of three years’ experience with financial systems in the charitable, education, or government sectors.
Demonstrated understanding of Trust Law as it relates to the setup and administration of endowments.
Knowledge of the Canadian Income Tax Act and Canada Revenue Agency polices related to charitable gifts.
Proven exceptional organization and time management skills and the ability to manage and prioritize several projects simultaneously.
Ability to handle highly confidential information, make sound judgments and meet goals and deadlines in a timely manner.
Strong written and verbal communication and interpersonal skills.
Excellent analytical and problem-solving skills and attention to detail.
An aptitude for logical thinking.
Initiative, tact and sound judgment and proven flexibility and success in working through in meeting constantly changing priorities and deadlines.
Ability to work independently, collaboratively, and as an effective team member.
A proven commitment to professional ethics.
Working proficiency with Microsoft Office software and electronic databases.
Criminal Record Check required.

Nice To Haves

Knowledge of University of Saskatchewan policies, procedures, and operating requirements is strongly preferred.
Campaign and/or fundraising experience is highly desirable.

Responsibilities

Utilizes knowledge of Trust Law, University of Saskatchewan Policies and Procedures, and CRA requirements to ensure the appropriate setup and recording of philanthropic support.
Participates in the establishment of trusts and the development of trust terms of reference and gift agreements by working collaboratively with colleges, schools, and university administration to ensure compliance with legislated regulation and University of Saskatchewan policies and priorities.
Works directly with executors of an Estate, their next of kin, or their legal representative to accept donations left to the University via bequest gifts.
Administers the process of establishing endowments and other restricted funds.
Participates in the acceptance, sale, and receipting of gifts of securities by working collaboratively with donors, the University’s broker, and the Gift Processing team to ensure transactions are completed accurately and in compliance with CRA and University requirements.
Assesses and responds to inquiries related to the administration of existing trust funds, including interpretation of trust terms and agreements, evaluation of compliance with donor intent, and reviewing and responding to revision or amendment requests in consultation with appropriate stakeholders.
Acts as a subject matter expert on the process of accepting and administering donations to the University; maintains knowledge of legislation and regulations that pertain to charitable contributions.
Prepares financial forecasts and completes ad-hoc financial reporting.
Ensures year-end and other periodic deadlines for financial reporting, charitable tax reporting, and fundraising achievement are met.
Effectively manages assigned and specific ad-hoc projects that may be driven from internal or external interest including project planning, research and data collection, critical analysis and evaluation, coordinating and implementing; and provide information and recommendations for improvement, and work collaboratively with UR leadership to develop improvements or a response from University Relations.
Support the Manager, Donations & Trusts.
Assist in developing appropriate assessment strategies through best/leading practice, evaluation, benchmarking and other appropriate measures.
Works collaboratively with the Donations and Trusts team to ensure to provide continued effective support.
Ensure knowledge transfer within University Relations and across campus by providing advice on projects and issues as appropriate.