Mackenzie Charitable Giving Program

To many investors, success means having the ability to make a difference and leave a lasting legacy. The Mackenzie Charitable Giving Program enables investors to make regular giving a part of their overall financial plan. A simple and convenient solution, the Program combines immediate tax benefits with the ability to support your favourite charities now and into the future. 

The benefits of the Mackenzie Charitable Giving Program

Tax Efficiency

Clients will receive an immediate tax receipt for their donation. Unused credits may be carried forward for up to 5 years. No capital gains taxes are realized on gifts of long-term appreciated publicly-listed stocks, bonds and mutual funds.

Low Cost Alternative

Compared with the expense of setting up and maintaining a private foundation, the Mackenzie Charitable Giving Program is an inexpensive way to manage a sizeable gift.

Flexibility

Clients may recommend grants to any number of charities or other institutions each year, with minimum grants of $250.

Convenience

The Mackenzie Charitable Giving Program simplifies the charitable giving experience by handling administrative tasks (i.e. issuing cheques, record-keeping, grant reporting and tax receipts) for each account.

Make a difference today. Speak to your financial advisor to learn more about the benefits of the Mackenzie Charitable Giving Program.

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Advisor Resources

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

Mackenzie developed the Mackenzie Charitable Giving Fund program with the Strategic Charitable Giving Foundation, a registered Canadian charity. Donations under the program are irrevocable and vest with the Foundation. The information is general in nature and is not intended to be professional tax advice. Each donor’s situation is unique and advice should be received from a financial advisor. Please read the program guide for complete program details, including fees and expenses, before donating.