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We know that year-end is an important time of year for you and your business.
As we approach this busy season, we wanted to remind you of some relevant dates for your clients with Mackenzie Charitable Giving Program accounts.
To be eligible for a 2025 tax receipt, donations must be received in good order by the Strategic Charitable Giving Foundation by 4:00 pm ET on December 31, 2025.
Because some donations have longer completion times, we encourage you to submit year-end donations as early as possible. To ensure your clients receive a 2025 tax receipt, we’ve highlighted key dates that donations are to be received by the Strategic Charitable Giving Foundation:
Donation type | Submit by | Why this date? |
Securities & third-party mutual funds | December 1, 2025 | Industry timelines to complete transfers can be up to 30 business days, depending on the relinquishing institution, the account type and the investment mix within the account. Assets must be received in the Foundation's brokerage account by December 31. |
Proprietary mutual funds | December 10, 2025 | Account opening and transfer processing |
Cheques | December 10, 2025 | Physical delivery of cheques to the Foundation |
PAC | December 10, 2025 | PAC processing |
EFT | December 17, 2025 | Internal communication and transfer of funds to the Foundation. |
If you have any questions or need more information, please email foundation@mackenzieinvestments.com.
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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.The content of this article (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.This should not be construed as legal, tax or accounting advice.
This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.