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

 
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 increase their giving over time. Donated funds grow tax-free, allowing your chosen charities to have an even greater 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?

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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. 


Webinar: Incorporating philanthropy in your business.

Join our tax and estate experts on November 19 at 1p.m. ET to find out how you can easily integrate giving into your client’s overall financial plan, while helping them build a legacy, and benefit from tax savings.

Team of experts

The Mackenzie Tax and Estate Team is a trusted partner to advisors. We provide the expertise, tools and support needed to help advisors fulfill their clients' planning needs, including tax and estate, retirement, charitable giving, business planning and more. 

Resources and forms

  • Investor resources

    Investor Guide - Mackenzie Charitable Giving Program

    Why a donor-advised program may be right for you

    Testamentary donations: Make a lasting gift that grows

    Program Guide - Mackenzie Charitable Giving Program

  • Advisor resources

    Advisor Guide - Mackenzie Charitable Giving Program

    Charitable giving discussion guide: How to have meaningful client conversations about philanthropy

    Eligible fund code list - Mackenzie Charitable Giving Program

    Administrative guide - Mackenzie Charitable Giving Program


Charitable giving applications and forms

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.

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Learn more about charitable giving
with our CE course

Learn how building philanthropy into a business can benefit not just the community, but the business as well. Our experts discuss the different reasons why people donate, the tax benefits and the different types of donations.

Charitable Giving Program Support

For any inquiries, please reach out to our team:

  • Phone: 1-866-445-6763
  • Email: foundation@mackenzieinvestments.com
     

We strive to respond within 48 hours.

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.