Charitable giving made easy through
your financial plan.
A more tax-efficient, convenient and impactful way to give to charities.
Charitable giving made easy
A more tax-efficient, convenient and impactful way to give to charities.
The Mackenzie Charitable Giving Program
The Mackenzie Charitable Giving Program makes giving simple, convenient and powerful, helping investors give back, make grants to charities and grow their impact, now and for the future.
Give + Grant + Grow
Grant to charities
Grow your impact
An easy and impactful way to make a difference.
With so many worthy causes and ways to give, it can be hard to know where to start. The Mackenzie Charitable Giving Program is an easy and impactful way to make a difference.
Why the Mackenzie Charitable Giving Program?
1. Tax efficiency
Donors will receive a tax receipt for their donation, which they can apply against other income tax liabilities.
2. Low-cost
Compared to a private foundation, the Mackenzie Charitable Giving Program is an inexpensive approach to managing a sizeable gift.
3. Flexibility
The donor may recommend grants to any number of eligible charities or other institutions each year, with minimum grants of $250.
4. Convenience
The program simplifies the donor’s charitable giving experience by handling administrative tasks for each account.
5. Lasting legacy
Clients can name their account to honour a family member or cause. When a grant is made, the account’s name is cited as the donor.
Investor resources
Advisor resources
Charitable giving tax calculators
Find out how planned giving can reduce your tax liabilities with our online calculators.
Charitable Giving Tax Credit Calculator
Tax Savings Calculator
Donation of Securities Calculator
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.
