Trusts and Agreements Specialist, University Relations
About the role
Trusts and Agreements Specialist, University Relations
Primary Purpose: To provide 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 in an effective manner.
Nature of Work: Reporting to the Manager, Donations & Trusts, Operations & Services, University Relations, the Trusts and Agreements Specialist performs high-intensity, high-volume work in a fast-paced environment with competing deadlines. Working proactively, with a high level of interdependence, the Trusts and Agreements Specialist liaises with a diverse group of on- and off-campus individuals, businesses, and stakeholder groups. This is a complex position dealing with a broad range of issues within and outside the University environment.
Typical Duties or Accountabilities:
- 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 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
Education: A relevant undergraduate degree. A combination of education and relevant work experience may also be considered.
Experience: 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. Knowledge of University of Saskatchewan policies, procedures, and operating requirements is strongly preferred.
Skills: 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. Campaign and/or fundraising experience is highly desirable.
Inquiries regarding this position can be directed to Shandi Thompson at: 966-7834.
Department: University Relations
Status: Permanent
Employment Group: ASPA
Full Time Equivalent (FTE): 1.0
Salary: The salary range, based on 1.0 FTE, is $69,035.00 - 107,868.00 per annum. The starting salary will be commensurate with education and experience.
Salary Family (if applicable): Specialist Professional
Salary Phase/Band: Phase 2
Posted Date: 5/7/2026
Closing Date: 5/20/2026 at 6:00 pm CST
Number of Openings: 1
Work Location: May be eligible for hybrid work under the terms of USask's Alternative Workspace Guidelines
The successful applicant will be required to provide the following current verification(s) where 'Yes' is indicated below. Further information is available at: https://careers.usask.ca/tips-for-applying.php
Criminal Record Check: Yes
Driver's License and Abstract Check: Not Applicable
Education/Credential Verification: Not Applicable
Vulnerable Sector Check: Not Applicable
The University of Saskatchewan aspires to be what the world needs and embraces equity, diversity and inclusion as foundational to excellence and innovation. We actively seek to create a welcoming environment where all individuals feel empowered to thrive, contribute, and grow. Applications from equity-deserving groups are encouraged as part of our ongoing efforts to reflect the diversity of the communities we serve: EDI Framework for Action**.**
We continue to grow our partnerships with Indigenous communities across the province, nationally, and internationally and value the unique perspective that Indigenous employees provide to strengthen these relationships. Verification of Indigenous Membership/Citizenship at the University of Saskatchewan is led and determined by the deybwewin | taapwaywin | tapwewin: Indigenous Truth policy and the Standing Committee in accordance with the processes developed to enact the policy. Successful candidates that assert Indigenous membership/citizenship will be asked to complete the verification process of Indigenous membership/citizenship with documentation.
The University of Saskatchewan provides an accessible and inclusive workplace. Should you require support through any stage of the recruitment process, please contact usfor assistance.
Not the right fit? Search for Trusts and Agreements Specialist, University Relations jobs in Saskatoon, SK
About University of Saskatchewan
The University of Saskatchewan (USask) is leading the way in tackling pressing problems like water and food security. Research, teaching and learning at USask is enhanced by our array of world-class facilities, including the Canadian Light Source synchrotron, VIDO-InterVac, the Global Institute for Food Security, the Global Institute for Water Security and the Sylvia Fedoruk Centre for Nuclear Innovation.
A range of excellent programs, from business, law and public policy to engineering, medicine and veterinary medicine, positions us to cross traditional discipline boundaries and work together to bring a unique perspective to key global challenges. With more than 25,000 students from around the globe, including nearly 3,000 self-declared Indigenous students and more than 3,000 international students, our strong community and well-recognized experts will continue to drive USask to be the university the world needs.
Similar Jobs
Trusts and Agreements Specialist, University Relations
About the role
Trusts and Agreements Specialist, University Relations
Primary Purpose: To provide 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 in an effective manner.
Nature of Work: Reporting to the Manager, Donations & Trusts, Operations & Services, University Relations, the Trusts and Agreements Specialist performs high-intensity, high-volume work in a fast-paced environment with competing deadlines. Working proactively, with a high level of interdependence, the Trusts and Agreements Specialist liaises with a diverse group of on- and off-campus individuals, businesses, and stakeholder groups. This is a complex position dealing with a broad range of issues within and outside the University environment.
Typical Duties or Accountabilities:
- 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 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
Education: A relevant undergraduate degree. A combination of education and relevant work experience may also be considered.
Experience: 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. Knowledge of University of Saskatchewan policies, procedures, and operating requirements is strongly preferred.
Skills: 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. Campaign and/or fundraising experience is highly desirable.
Inquiries regarding this position can be directed to Shandi Thompson at: 966-7834.
Department: University Relations
Status: Permanent
Employment Group: ASPA
Full Time Equivalent (FTE): 1.0
Salary: The salary range, based on 1.0 FTE, is $69,035.00 - 107,868.00 per annum. The starting salary will be commensurate with education and experience.
Salary Family (if applicable): Specialist Professional
Salary Phase/Band: Phase 2
Posted Date: 5/7/2026
Closing Date: 5/20/2026 at 6:00 pm CST
Number of Openings: 1
Work Location: May be eligible for hybrid work under the terms of USask's Alternative Workspace Guidelines
The successful applicant will be required to provide the following current verification(s) where 'Yes' is indicated below. Further information is available at: https://careers.usask.ca/tips-for-applying.php
Criminal Record Check: Yes
Driver's License and Abstract Check: Not Applicable
Education/Credential Verification: Not Applicable
Vulnerable Sector Check: Not Applicable
The University of Saskatchewan aspires to be what the world needs and embraces equity, diversity and inclusion as foundational to excellence and innovation. We actively seek to create a welcoming environment where all individuals feel empowered to thrive, contribute, and grow. Applications from equity-deserving groups are encouraged as part of our ongoing efforts to reflect the diversity of the communities we serve: EDI Framework for Action**.**
We continue to grow our partnerships with Indigenous communities across the province, nationally, and internationally and value the unique perspective that Indigenous employees provide to strengthen these relationships. Verification of Indigenous Membership/Citizenship at the University of Saskatchewan is led and determined by the deybwewin | taapwaywin | tapwewin: Indigenous Truth policy and the Standing Committee in accordance with the processes developed to enact the policy. Successful candidates that assert Indigenous membership/citizenship will be asked to complete the verification process of Indigenous membership/citizenship with documentation.
The University of Saskatchewan provides an accessible and inclusive workplace. Should you require support through any stage of the recruitment process, please contact usfor assistance.
Not the right fit? Search for Trusts and Agreements Specialist, University Relations jobs in Saskatoon, SK
About University of Saskatchewan
The University of Saskatchewan (USask) is leading the way in tackling pressing problems like water and food security. Research, teaching and learning at USask is enhanced by our array of world-class facilities, including the Canadian Light Source synchrotron, VIDO-InterVac, the Global Institute for Food Security, the Global Institute for Water Security and the Sylvia Fedoruk Centre for Nuclear Innovation.
A range of excellent programs, from business, law and public policy to engineering, medicine and veterinary medicine, positions us to cross traditional discipline boundaries and work together to bring a unique perspective to key global challenges. With more than 25,000 students from around the globe, including nearly 3,000 self-declared Indigenous students and more than 3,000 international students, our strong community and well-recognized experts will continue to drive USask to be the university the world needs.