Financial Manager - Donations and Trusts

The Manager, Donation and Trusts is a new role accountable for the financial administration and service-delivery of charitable gifts and trusts, gift acceptance and processing, and payment requisitioning, and disbursement) and is the primary resource for the consultation and review of Gift Agreements and Terms of Reference for philanthropic gifts to Saskatchewan Polytechnic. This position provides expertise on trusts and charitable gifts to ensure the strategic directions of the institution are achieved, and the key objectives and priorities of the Office of Advancement are accomplished. It also oversees the development and implementation of processes and information management related to gift processing, gift agreements and stewardship-related fund analysis and reporting.

Reporting to the Director, Advancement Services the Manager, Donation & Trust Services is the primary contact within the Office of Advancement for matters relating to trusts and gift administration. The Manager is responsible for the development and review of complex agreements and terms of reference for charitable gifts to Sask Polytech, as well as the acceptance, management, and acknowledgement of gifts. This position is responsible for building professional relationships that support collaboration and problem solving with a wide range of internal and external stakeholders.

Work is performed in a dynamic, stimulating, fast-paced, high-volume environment with continual interruptions, changing priorities, and constant deadlines. Standard for quality of work and timely completion of projects is high. The work is diverse and complex in nature, and requires a strong understanding of trust law, estate law, Canadian Income Tax Act, Canada Revenue Agency rules, regulations and guidelines relating to charitable gifts.

1. Donation and Trust Management

· Ensures compliance with all requirements related to the institution’s charitable status by being the authority on all gifts eligible for charitable receipting and providing guidance to the institution’s development function on gifts in progress, terms of reference, gifts-in-kind, wills and bequests.

· Ensures all gifts comply with the Canadian Income Tax Act and Canada Revenue Agency rules and regulations.

2. People Management

· Effectively recruit, select, train, develop and motivate employees through implementation of Saskatchewan Polytechnic human resource policies and practices, in consideration of the terms and conditions of the collective agreement.

· Address people management issues with direct reports, including discipline (up to and including termination) where appropriate, applied in a timely manner and with respect for provisions of the Collective Agreement, and Saskatchewan Polytechnic policies.

Ensure a positive, diverse, and inclusive work and learning environment.

· Develop resourcing/workforce plan(s)for project and program initiatives identifying the staffing levels, knowledge, skills, and abilities required to successfully meet objectives.

3. Risk Assessment and Management

· Identify, assess, and manage donations and trust risks in the financial planning process completed within the division, and for the client within the organization.

· Ensure accountability and transparency of the donations and trusts financial information and reports.

· Ensure compliance with funding agency restrictions and Saskatchewan Polytechnic procedures, policies and collective agreements ensuring adherence to generally accepted accounting practices.

4. Relationship Management

• Collaborate with various Saskatchewan Polytechnic divisions and stakeholders in providing expertise on trusts and charitable gifts, and ensure planned changes implemented through Advancement and gift administration are communicated.

• In collaboration with Advancement and Financial Services, and in accordance with Saskatchewan Polytechnic policy, manage external relationships including the negotiation and gift agreements.

Qualifications:

A relevant undergraduate degree and professional accounting designation. A combination of education and experience may be considered.

A minimum of five years progressively responsible experience with financial management and reporting with an emphasis on trust accounting, preferably withing a post-secondary environment. Experience with trust law, estate law, the Canadian Income Tax Act, and Canada Revenue Agency rules, regulations and guidelines. An understanding of fundraising would be considered an asset.