Financial Manager, Donations & Trusts

1. Donation and Trust Management

Ensures compliance with all requirements related to the institutions charitable status by being the authority on all gifts eligible for charitable receipting and providing guidance to the institutions 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.

1. 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.

1. 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.

1. Relationship Management
2. 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.