Charitable giving made easy through
your financial plan.

A more tax-efficient, convenient and impactful way to give to charities.

Benefits of giving

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How the program works

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How we make
charitable giving easy

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The Mackenzie Charitable Giving Program

Investor guide
Advisor guide
Additional resources

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 in the future.

Give + Grant + Grow

 
Give back

Through the Strategic Charitable Giving Foundation, donors can give back to those in need and support the causes they truly care about.

 
Grant to charities

Donors select the charities and causes they want to support, grant them the funding they need to make a real difference, and leave a legacy of giving. 

 
Grow your impact

Donors can sustain and even increase giving over time. Donated funds grow tax-free, allowing your chosen charities to have an even greater impact.

Charitable giving made easy through your financial plan

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.

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How we make charitable giving easy

We provide comprehensive materials for both advisors and investors to help them maximize the impact of charitable donations.

Charitable giving tax calculators

Find out how planned giving can reduce your tax liabilities with our online calculators.

Charitable Giving Tax Credit Calculator

Discover how charitable donations can lower your taxes.

Tax Savings Calculator

Learn how donations can reduce capital gains tax.

Donation of Securities Calculator

Generate a summary of the potential tax savings from donating a security.

Our Tax & Estate Planning partners

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Our charitable giving expertise

Our experts can help advisors identify opportunities to start the charitable giving conversation with clients and top prospects.

Everything you need to get started

Why a donor-advised program may be right for you

Investor Guide - Mackenzie Charitable Giving Program

Mackenzie Charitable Giving Program Eligible Fund Code List

Expert insights

Help Canadians Give: Donor-Advised Funds as a Philanthropic Strategy

Corporate Donations: Another way to give

Investor resources

Infographic: Mackenzie Charitable Giving pulse check survey

Testamentary Donations to the Mackenzie Charitable Giving Program

Advisor resources

Mackenzie Charitable Giving Program – Advisor Guide

Your Discussion Guide on Charitable Giving: How to have meaningful client conversations about philanthropy

Applications and forms

Mackenzie Charitable Giving Program Application and Account Opening Form

Mackenzie Charitable Giving Program Change of Information Form

Mackenzie Charitable Giving Program Transfer of Securities Form

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.